April 15, 2016 | Andrew Lawlor

Aptaria developed a Salesforce app for KZO Innovations that allows Salesforce users to:

• Share targeted video content with potential customers by associating videos stored by KZO with Salesforce leads and contacts.
• Compose and send emails to Salesforce leads and contacts with links to videos hosted on KZO’s platform.
• Tailor email templates to a variety of campaigns.
• Interpret video usage analytics across all Salesforce users through reports and dashboards.

Problem: No Easy Management of KZO Videos from Salesforce

KZO Innovations offers a platform suite for securely uploading, annotating, and sharing video content across all client user platforms. The company’s storage technology enables users to embed videos within other applications—ideal for both marketing and employee training.

However, KZO needed to make its powerful video management platform accessible from within Salesforce.com. KZO’s clients using Salesforce wanted a more convenient way to share video content with their leads and contacts.

The lack of connection between video content and Salesforce records limited KZO’s clients’ options for distributing videos such as product demonstrations and webinars. For instance, if users wanted to add a video to an email, they previously had to do all of the following:

• Look up the intended recipient(s) in their separate Salesforce database.
• Copy all relevant contact information.
• Compose an email incorporating the Salesforce contact information.
• Format and design the email on their own.
• Hunt for a specific video within their KZO database holdings (potentially hundreds of videos) in a different window.
• Copy the video’s URL.
• Add the URL and the embed code to the email.
• Send the email.

To integrate Salesforce with the video platform, KZO needed an AppExchange developer with deep experience. KZO’s founder reached out to Aptaria.

Solution: Salesforce-Integrated App for Sharing KZO Videos

Aptaria created an app that lets users access all the features of KZO’s video content management platform from within Salesforce. Clients can now merge KZO videos with any of their Salesforce leads or contacts and send emails with embedded videos for sales, marketing, and training purposes.

We designed a simple interface that allows users to associate videos with Salesforce records and launch email campaigns.

This screen from the interface shows all KZO videos associated with a specific Salesforce contact (Heather Erickson):

The screen below enables users to select an email template, make final edits, and send the email.

The app includes a choice of email templates. Companies can add their logo, customize the color palette, and change the font to maintain consistent branding.

Because the app links KZO with Salesforce, clients can browse their video library and customize an email template in the same window. When a Salesforce user wants to send a KZO video to a lead or contact through email, he or she will:

• Navigate to the desired Salesforce lead or contact.
• Press the “Send Email” button.
• Choose an email template.
• Select a video.
• Edit the email as needed.
• Send the email.

The Salesforce app also gives users the ability to review KZO video usage and viewing metrics directly within Salesforce analytics through reports and dashboards. Salesforce can run reports to evaluate a video by its number of plays, average viewing time, and other metrics.

Aptaria built the app to pass the AppExchange’s tough security review, as our team has done for many other Salesforce apps. KZO’s app will soon be available to download from Salesforce’s AppExchange online store.