Getting started with Mediafly for C4C

With Mediafly & C4C, you can increase remote sales with more effective selling processes and save time making reps more productive using Mediafly - all within C4C. Prepare, present, follow-up and gather insights using Mediafly & C4C.

Interested in connecting Mediafly to your C4C environment? Please contact your Customer Success Manager.

Keys to Success

• Mediafly for C4C is highly customizable with multiple components. Your view for your organization may differ slightly.
• Contact your C4C administrator for questions regarding your Mediafly configuration.
• Use this guide to discover some of the keys feature and navigation of Mediafly for C4C.

Getting Started

Mediafly Viewer in the Mediafly Workcenter
Content Assistant
Contact Lookup on Mediafly Shares
Collection Tagging
Meetings Insights for an Account
Shares Insights for Contacts

Opening Mediafly Viewer from Mediafly Workcenter

Start by logging into C4C and navigating to the Mediafly Workcenter Open Mediafly within C4C to start exploring content and Workspaces. Create a new collection or Workspace to prepare for a meeting or presentation. 

Content Assistant

When viewing a Visit or Account in C4C, use the Content Assistant tab to see recommended content from Mediafly specific to your current Visit or Account. Content can be tailored by industry, product, location and more. Explore the recommended content to include in your upcoming meetings or presentation.

Contact Lookup on Mediafly Shares

After presenting using Mediafly, follow-up using Shares within C4C. Create a new Share to your Collection or desired content then use the Search CRM contacts field to add recipients directly from C4C. 

Collection Tagging

Use Collection Tagging to associate a Collection with a specific event or account in C4C. When viewing a Collection, use the Info tab to associate with Collection with a specific Account, Opportunity or Contact in C4C. By connecting a Collection to C4C, users will be able to view the Collection to the associated Account (or other types) within C4C.

Meetings Insights for an Account

After following up from a meeting using Sharing, use Insights to gather analytics about the Share activity. Within Mediafly for C4C, open Insights from the left sidebar. You have access to a summary views of meeting and share activity with the ability to drill down into a specific Account or activity. 

Shares Insights for Contacts

Insights from Share activity can viewed on the Account and Opportunity level. When viewing an Opportunity, open the Share Views tab to see related Share activity. Insights will include an item breakdown of time spent and specific visitors.