©2014 SuiteBox Limited | Commercial in Confidence
VIDEO
INTEGRATION
iPad video meetings from within your CRM has never been easier.
At SuiteBox we have strived to make this integration clean and simple, with only 4
touchpoints with your CRM. Only 1 API from us and 3 from you it couldn’t be easier.
iPad Video App
SuiteBox Cloud
CRM
CRM TOUCHPOINTS
SETUP
A VIDEO MEETING
END
VIDEO MEETING
Set up meeting
Authenticate user
Return document info Host login
Email Participants Meeting details
Meeting ID & Key
Authenticated (Y/N) Deleted Y: Meeting details N: Error message Y: Meeting details N: Error message
Login API Login API
Client login
Login API
Press end button
Meeting API Document info View CRM file tree & select documents
Document API
Links to all recordings & documents used in meeting sent back
to CRM activity Update API
Document Title / URL / Size
Direct download of document to host only Download status
for both participants
LOGIN
TO VIDEO MEETING
IMPORT
DOCUMENTS
CRM API v1.0
POST
/meeting
GET
REQUESTS
Create a new Video Meeting for a CRM user and their customer. The request is a POST from the CRM to the SuiteBox API. SuiteBox will return the MeetingID, MeetingKey and MeetingURL to the CRM. The CRM can then save this against the Activity and optionally calendar the event and send the invite to the customer.
REQUEST PARAMETER DESCRIPTION EXAMPLE
UserID The unique identifier for the host (CRM user) 12345
UserName The hosts name John Brown
CustomerID The unique identifier for the client (customer) in the CRM PB02347
CustomerName The clients name Lisa Baker
CustomerEmail The clients email. This is used for them to login to the app lisa.baker@gmail.com
ActivityID The CRM ID to identify this particular meeting 753SBX
ActivityTitle Title given to the meeting Life Insurance
ActivityTime The time the meeting is to start. In Unix time at UTC 1255140185 ActivityLength The expected length of the meeting. In seconds 1800
TimeZone The timezone where the meeting was setup. ICU Standards Pacific/Auckland
OPTIONAL PARAMETER DESCRIPTION EXAMPLE
Format Response format. Enter either html, xml, or json. Defaults to json. xml SendEmail If true the SuiteBox cloud will send an email invite to the client. true
RESPONSE PARAMETER DESCRIPTION EXAMPLE
Status Status codes. These are outline below. 201
Message The status in human readable form Created
UserID The CRM ID of the host as confirmation 12345 ActivityID The CRM ID of the activity as confirmation PB02347 MeetingID The unique ID for the meeting 234 MeetingKey The password for the meeting. Case insensitive alpha char. WXPKDF MeetingURL The unique URL to launch the app directly on the iPad. sbx://WXPKDF
STATUS DESCRIPTION CODE
Created Meeting setup. 201
Bad Request Something malformed in POST. Resend. 400
Unauthorised CRM credentials incorrect. 401
Internal Server Error Something in SuiteBox didn’t respond. Resend. 500
The SuiteBox API is available for partner CRMs. We use a RESTful style web api, with basic authentication over SSL. Once a CRM is validate it must pass its credentials with each call.
API URL: http://api.suitebox.com/crm/v1/
All other touchpoints with the CRM require the SuiteBox cloud to communicate with the CRM. These
requests must be defined by the CRM and sent to SuiteBox for integration.
©2014 SuiteBox Limited | Commercial in Confidence
NOTICE OF USE AND DISCLOSURE RESTRICTIONS
The information contained in all sheets of this working document constitutes information that is commercial and confidential. It is furnished to the recipient in confidence
with the understanding that it will not, without permission of SuiteBox, be used or disclosed for any purpose. The restriction does not limit the recipients right to use or disclose this information if obtained from another source without restriction.
USEFUL WITHIN A MULTITUDE OF INDUSTRIES
INCREASE YOUR PRODUCTIVITY AND MINIMISE YOUR EXPOSURE TO LEGAL RISK
by having high quality, recordable video enabled meet-ings through your CRM, all from the convenience of your iPad.
TRANSFORM THE POTENTIAL OF YOUR CRM
by adding a video capability to your CRM meetings, allowing you to be on opposing corners of the world,
and selectively record sections of your meetings (or the entire meeting) and store them securely in the cloud.
Access the recordings simply through the calendar.
Open the meeting you had, and the files are all archived
and waiting for you to play back, or send on as reference to key stake holders.
IDEAL FOR INDUSTRY COMPLIANCE
when you must obtain proof of particular activity. This app provides a way of recording, without doubt that; structural changes have been made to a job site, signage has been displayed to a compliant standard.
Even video confirmation from an employee that they
understand and agree to the procedural changes you make, to ensure your business compliant and free of expensive litigation.
PERFECT FOR HUMAN RESOURCES
when those all-important discussions need to be recorded with 100% accuracy for reference. Dispute resolution can be a challenging process, and knowing
exactly what has (or has not) been said can be the difference between a very simple resolution and a
lengthy, complicated and expensive one.
SPEED UP YOUR SALES PROCESS
by delivering your client the powerful combination of, video discussion and document navigation simultane-ously. No more sending an email and waiting for a response you can now strike while the irons hot and gain
instant verification and authorisation of important
documentation.
FOCUSSED CONTENT DELIVERY
by pinching the screen to zoom in on the parts of a document that are most relevant, giving the Host 100% control of what the recipient needs to focus on to get the message across. Once the contract or document has been discussed, send it through for a signature, and you’re done.
SAVE TIME ACCESSING THE RELEVANT DOCUMENTATION
from that meeting a few weeks ago. It’s all there, at your
fingertips, within your CRM, stored in the cloud, and
accessible from almost anywhere. All documents are stored against the meeting they were originally used in, ensuring you have 100% accuracy against, what docu-ments were discussed at which time.
REDUCE YOUR IMPACT ON THE ENVIRONMENT by taking another step toward a paperless business ecosystem. Everything you need is right within your content library. Accessible from anywhere you have an internet connection.
TEACH AND BE TAUGHT
at the most convenient location through the power of
simultaneous video/document enabled sessions all
booked through your CRM. A perfect solution for those
wanting to train staff, where you are free to engage in
video discussion and navigate your student through documents in a virtual classroom, but conveniently conducted from remote locations.
©2014 SuiteBox Limited | Commercial in Confidence
PRODUCT
OVERVIEW
Health
Legal Media Real Estate Local Government Disability
EXSALERATE VIDEO APP CASE STUDY
www.exsalerate.com
©2014 SuiteBox Limited | Commercial in Confidence
2
1
Easy single click
access from meeting
invite
Video Meetings
You’re in the
Exsalerate Video
meeting
EXSALERATE VIDEO APP CASE STUDY
www.exsalerate.com
©2014 SuiteBox Limited | Commercial in Confidence
4
3
Upload multiple
documents from your
CRM, two people in
your video meeting
can see multiple
documents
View, Pinch & Zoom
documents
EXSALERATE VIDEO APP CASE STUDY
www.exsalerate.com
©2014 SuiteBox Limited | Commercial in Confidence
