VIDEO INTEGRATION. ipad video meetings from within your CRM has never been easier.

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1 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.

2 CRM TOUCHPOINTS ipad Video App SuiteBox Cloud CRM SETUP A VIDEO MEETING Meeting details Set up meeting Meeting ID & Key Participants LOGIN TO VIDEO MEETING Host login Login API Login API Authenticate user Y: Meeting details N: Error message Authenticated (Y/N) Client login Login API Y: Meeting details N: Error message IMPORT DOCUMENTS View CRM file tree & select documents Document API Return document info Document Title / URL / Size Document info Download status for both participants Direct download of document to host only END VIDEO MEETING Press end button Meeting API Update API Deleted Links to all recordings & documents used in meeting sent back to CRM activity

3 CRM API v1.0 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: POST /meeting 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) UserName The hosts name John Brown CustomerID The unique identifier for the client (customer) in the CRM PB02347 CustomerName The clients name Lisa Baker Customer The clients . 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 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 Send If true the SuiteBox cloud will send an 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 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 GET REQUESTS 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. 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 SuiteBox Limited Commercial in in Confidence

4 USEFUL WITHIN A MULTITUDE OF INDUSTRIES Health Construction Training Human Resources Education Legal Media Real Estate Local Government Disability PRODUCT OVERVIEW INCREASE YOUR PRODUCTIVITY AND MINIMISE YOUR EXPOSURE TO LEGAL RISK by having high quality, recordable video enabled meetings 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. 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 documents 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. SPEED UP YOUR SALES PROCESS by delivering your client the powerful combination of, video discussion and document navigation simultaneously. No more sending an and waiting for a response you can now strike while the irons hot and gain instant verification and authorisation of important documentation.

5 EXSALERATE VIDEO APP CASE STUDY Easy single click access from meeting invite 1 Video Meetings You re in the Exsalerate Video meeting 2

6 EXSALERATE VIDEO APP CASE STUDY Upload multiple documents from your CRM, two people in 3your video meeting can see multiple documents View, Pinch & Zoom documents 4

7 EXSALERATE VIDEO APP CASE STUDY Record the whole meeting, or just selected parts 5 to key stake holders to Playback recording 6