- Importance of sales operations management\u00a0\u00a0<\/a>
- Guide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/a><\/li><\/ul><\/li>
- Basic capabilities of Salesforce and Teams integration\u00a0\u00a0\u00a0<\/a><\/li>
- Why do you need to integrate Salesforce accounts with advanced Teams templates?\u00a0<\/a>
- All content included with advanced Teams\u00a0templates\u00a0\u00a0<\/a><\/li>
- Seamless collaboration with other colleagues who do not have Salesforce\u00a0licence\u00a0\u00a0<\/a><\/li>
- Scaling collaboration\u00a0<\/a><\/li>
- Keep everything organized with naming\u00a0convention\u00a0<\/a><\/li><\/ul><\/li>
- Improve your collaboration efficiency – How does Salesforce and Teams integration work?\u00a0\u00a0<\/a>
- Step 1. Create Key Account Management Template\u00a0in Microsoft Teams.\u00a0\u00a0<\/a><\/li>
- Step 2. Connect\u00a0Salesforce\u00a0to Microsoft Teams\u00a0<\/a><\/li>
- Step 3. Choose Sync Option\u00a0\u00a0<\/a><\/li>
- Step 4. Set up\u00a0additional\u00a0properties\u00a0<\/a><\/li>
- Step 5. Create\u00a0new\u00a0Account in\u00a0Salesforce\u00a0\u00a0<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
<\/div>\n\n\n\nImportance of sales operations management <\/h2>\n\n\n\n
There are many common challenges that sales operations management can help address. For example, the mess in customers database, missed forecasts, or lack of visibility into the sales team’s performance. As a part of the sales process, account management needs to be under sales operations control. Because key account management is far more than just customer database management and meeting with customers. Let\u2019s discuss common sales operations challenges you can face and why building an effective collaboration workplace is so important. <\/p>\n\n\n\n
<\/div>\n\n\n\nMiscommunication between salespeople and lack of information <\/h4>\n\n\n\n
Let\u2019s suppose your account managers work with Salesforce. There they upload up-to-date information about the customers, make notes on the latest activities, and perform forecasting. But at the same time, they need to communicate with other colleagues who may not have a Salesforce license. <\/p>\n\n\n\n
For example, they need to communicate with the product development department to be informed about the latest product update. Also, they need to share cases with the customer support department to mitigate conflicts and get feedback. Finally, they interact and coordinate with the sales team and staff members from other departments working on the same accounts. <\/p>\n\n\n\n
Therefore, you need to provide your team with a single workspace for effective communication and collaboration. Without an effective system of communication, you may face a lack of information and misalignment of the different departments. <\/p>\n\n\n\n
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/african-woman-discussing-with-remote-managers-on-v-GWF77A5-1024x576.jpg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nNot integrated latest tools and technology <\/h4>\n\n\n\n
Sales operations technologies are developing so fast that it can be difficult to keep up with the rapid changes. For example, new Salesforce add-ons and standalone apps are popping up daily with the promise to improve your sales team’s effectiveness. This puts sales ops professionals in the constant state of discovering which is really the most effective and efficient tool to handle their needs. <\/p>\n\n\n\n
At the same time, you need to integrate Salesforce with your other internal platform and build an effective workplace for everyone. This is why in this article we will discuss how to build an ideal collaboration workspace by integrating Salesforce with Teams<\/a>. <\/p>\n\n\n\n
<\/div>\n\n\n\nComplexity of the sales process <\/h4>\n\n\n\n
We\u2019ve been already told that sales operations management is not about task management and establishing sales KPIs. A comprehensive sales management process consists of connecting all sales process participants. As well as an effective system of collecting and sharing information, automating all processes, and unified control from lead generation to partnership management. <\/p>\n\n\n\n
So how do you manage this process when information flows exist across different platforms such as Salesforce and Teams? <\/p>\n\n\n\n
To answer this question, let\u2019s look at the basic capabilities Salesforce offers when integrating with Microsoft Teams.<\/p>\n\n\n\n
<\/div>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1024x576.png\")
<\/figure>\nGuide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/h3>\n\n\n\n
- \n
- Pourquoi int\u00e9grer Salesforce \u00e0 Teams ?<\/li>\n\n\n\n
- Toutes les possibilit\u00e9s d'int\u00e9gration <\/li>\n\n\n\n
- Cas d'utilisation les plus demand\u00e9s<\/li>\n\n\n\n
- Comment configurer les int\u00e9grations<\/li>\n<\/ul>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tT\u00e9l\u00e9charger<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<\/div>\n\n\n\n
Basic capabilities of Salesforce and Teams integration
<\/h2>\n\n\n\nThe Salesforce app for Microsoft Teams was released as a pilot. And now it is available for installing in the Microsoft Teams store<\/a>. With Salesforce and Microsoft Teams integration you can benefit from the workplace capabilities of Microsoft Teams alongside key information and account\u2019s activities from Salesforce CRM. Let\u2019s see in detail how you can improve your account collaboration with Microsoft Teams and Salesforce integration. <\/p>\n\n\n\n
<\/div>\n\n\n\nMention Salesforce records in a channel or chat <\/h4>\n\n\n\n
With Salesforce for Microsoft Teams, you\u2019re able to integrate key customer details right into a Teams channel conversations. Relevant details around customer contact information are displayed as a card and include customers title, company, emails, etc. And administrators can determine this level of visibility for information. <\/p>\n\n\n\n
With this feature, your account managers can quickly share key account information with teammates and quickly react to changes and start conversations on any sales deal. <\/p>\n\n\n\n
![\"Salesforce](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/salesforce-teams-conversation.png\")
Microsoft Teams integration for Sales and Service<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nAdd Accounts record as a new tab <\/h4>\n\n\n\n
Next, you can pin customer information as a new Tab into the relevant Teams channel. Therefore, your colleagues can see key customer information, related contacts, view updates and activities all in one place. <\/p>\n\n\n\n
With this option, your account managers can add an account record as a new tab. And share updates in real-time without jumping from one platform to another. Just add a corresponding Salesforce record as a new tab and you will have an integrated workspace that brings together chat files, Salesforce information, and teammates\u2019 conversations. <\/p>\n\n\n\n
![\"Ajouter](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/salesforce-tab-teams.png\")
Microsoft Teams integration for Sales and Service<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nEdit Accounts records from Microsoft Teams <\/h4>\n\n\n\n
With Teams and Salesforce integration, you can edit account records right in the Teams environment. Imagine, you just had a call with your customer on product updates. To not to lose any important notes and keep all the needed information for a feature conversation with colleagues, you can add the details to the record without your work environment changes. <\/p>\n\n\n\n
![\"salesforce-avec-\u00e9quipes\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/117FAB86-85B8-4C09-8FA8-D58E92639353.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nWhy do you need to integrate Salesforce accounts with advanced Teams templates? <\/h2>\n\n\n\n
Now we know that with Salesforce for Microsoft Teams you can mention and edit Salesforce Accounts records right in the Teams environment. But it still doesn\u2019t make a lot of sense in terms of collaboration improvements. You may wonder about streamline processes and business automation to simplify your salespeople\u2019s daily work at scale. <\/p>\n\n\n\n
And this is where advanced Teams and Salesforce integration can help you. To drive your operational excellence and improve collaboration at scale, you can explore an advanced Salesforce and Teams integration with Teams templates technology. With this feature, you can automatically create teams or channels from the templates when a new account appears in Salesforce. And this is not all the capabilities. Let’s see some examples of how you can improve your key account collaboration with Salesforce and Teams templates integration. <\/p>\n\n\n\n
<\/div>\n\n\n\nAll content included with advanced Teams templates <\/h4>\n\n\n\n
As we mentioned before, you can get automatically created teams from the template when a new account is created in Salesforce. Advanced Teams templates include all content you need to collaborate with colleagues and build strong relationships with customers: <\/p>\n\n\n\n
- \n
- Canaux standards et priv\u00e9s<\/a> to collaborate with colleagues and share updates in a structured way <\/li>\n\n\n\n
- Cloned Files and Folders<\/a> to upload sales guidelines and templates just once and get them in each newly created team <\/li>\n\n\n\n
- Pre-built Planner<\/a> to set up sales tasks and track sales funnel progress step-by-step <\/li>\n\n\n\n
- Tabs with apps to have quick access to your daily used apps. For example:\n
- \n
- Yammer <\/a>(stay connected with sales executives).<\/li>\n\n\n\n
- SharePoint<\/a> (follow company\u2019s visions and updates).<\/li>\n\n\n\n
- Formulaires<\/a> (collect customer feedback and share sales results with your colleagues). <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"sales-account-management-microsoft-teams-template-sharepoint\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/77BD2CE1-D351-4BA6-87A8-5D7ABEAAD246-1024x582.jpeg\")
Add tabs with apps to get fully provisioned teams from the template<\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nSeamless collaboration with other colleagues who do not have Salesforce licence <\/h4>\n\n\n\n
With advanced Teams and Salesforce integration, you can get the right people in the right team to collaborate on key Accounts. Accounts managers and sales reps, customer support department, colleagues from Finance or Legal departments, sales executives…All of them can be added automatically to the newly created team. This will help your salespeople to collaborate on sales deals and build partnerships. <\/p>\n\n\n\n
![\"key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/51F262AC-C838-4B14-9074-A5D91021A98C-1024x640.jpeg\")
Manage membership policies during Account Management template creation<\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nScaling collaboration <\/h4>\n\n\n\n
You can store hundreds of accounts in your Salesforce CRM, especially when it comes to large organizations. By automating team creation for accounts, you can scale your collaboration and perform effective sales operations management. With this feature, you will simply get the same level of execution from one account to another. <\/p>\n\n\n\n
![\"key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/66068BA9-48D6-4E15-9E57-DF97CBE5ECD7_1_201_a-1024x640.jpeg\")
Get dozens of teams created from the Account Management template<\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nKeep everything organized with naming <\/strong>convention<\/strong> <\/h4>\n\n\n\n
Not only content but also Microsoft Teams Governance Policies are available for managing with Microsoft Teams templates. For example, you can set up a naming convention with dynamic properties from Salesforce to get newly teams with the right name. With this option, you can avoid mess in teams and establish naming rules to quickly understand the purpose and details of the team. <\/p>\n\n\n\n
![\"account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/3905C1A8-5E14-4C7A-B3F2-AFFE8B1414A2-1024x608.jpeg\")
Set up naming convention to get teams with the right name<\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nImprove your collaboration efficiency – How does Salesforce and Teams integration work? <\/h2>\n\n\n\n
Finally, let us describe how to improve key account collaboration with Salesforce and Teams.<\/p>\n\n\n\n
Step 1. Create Key Account Management Template in Microsoft Teams. <\/h4>\n\n\n\n
First, you need to build a Teams Template from the Original Team. While building an original team you can: <\/p>\n\n\n\n
- \n
- Create standard and private channels to communicate with your colleagues in a structured way. <\/li>\n<\/ul>\n\n\n\n
![\"account-management-private-channel\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/5C44419B-AE28-455C-9662-46A64CA8EFB4.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n- \n
- Build Microsoft Planner to perform sales tasks following buyers\u2019 journey. <\/li>\n<\/ul>\n\n\n\n
![\"sales-account-management-microsoft-teams-template-planner\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8BA8E838-3359-48E6-ADAC-7519F453FE5D-1024x581.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n- \n
- Upload sales documentations such as templates, guidelines, and codes of practice. <\/li>\n<\/ul>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/2740BC9F-8AC5-49D4-8CE5-47562FFF50C5-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n- \n
- Add Tab with Forms to collect customers feedback and share results with colleagues. <\/li>\n<\/ul>\n\n\n\n
![\"Account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/97A60E4B-5C45-4F79-9663-985C05D442ED-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n- \n
- Connect Yammer as a tab to stay connected with sales executives. <\/li>\n<\/ul>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/425800D9-9B52-4774-B75F-F31D536DD743-1024x642.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n- \n
- Add SharePoint site to stay informed with product updates and company\u2019s news. <\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\n<\/div>\n\n\n\n
Next, build Key Account Management template from this original team. <\/p>\n\n\n\n
![\"key-account-template-teams\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/key-account-template-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nBe sure, everything will be copied to the newly created teams. Read here how to build Key Account Management Template<\/a>.<\/p>\n\n\n\n
<\/div>\n\n\n\nStep 2. Connect Salesforce to Microsoft Teams <\/h4>\n\n\n\n
Find Integration Tab in the SalesTim app and choose Salesforce (CRMs such as Dynamics 365, HubSpot, Zoho CRM will be available for integration) <\/p>\n\n\n\n
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nUse your internal CRM? Read how to connect any 3,<\/sup> Party App with Microsoft Teams templates using nBold APIs<\/a>. <\/p>\n\n\n
- Add SharePoint site to stay informed with product updates and company\u2019s news. <\/li>\n<\/ul>\n\n\n\n
- Connect Yammer as a tab to stay connected with sales executives. <\/li>\n<\/ul>\n\n\n\n
- Add Tab with Forms to collect customers feedback and share results with colleagues. <\/li>\n<\/ul>\n\n\n\n
- Upload sales documentations such as templates, guidelines, and codes of practice. <\/li>\n<\/ul>\n\n\n\n
- Build Microsoft Planner to perform sales tasks following buyers\u2019 journey. <\/li>\n<\/ul>\n\n\n\n
- SharePoint<\/a> (follow company\u2019s visions and updates).<\/li>\n\n\n\n
- Cloned Files and Folders<\/a> to upload sales guidelines and templates just once and get them in each newly created team <\/li>\n\n\n\n
- Canaux standards et priv\u00e9s<\/a> to collaborate with colleagues and share updates in a structured way <\/li>\n\n\n\n
- Step 2. Connect\u00a0Salesforce\u00a0to Microsoft Teams\u00a0<\/a><\/li>
- Seamless collaboration with other colleagues who do not have Salesforce\u00a0licence\u00a0\u00a0<\/a><\/li>
- Basic capabilities of Salesforce and Teams integration\u00a0\u00a0\u00a0<\/a><\/li>
- Guide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/a><\/li><\/ul><\/li>
![\"create](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/account-salesforce-1024x639.png\")
![\"Salesforce](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/salesforce-account-naming-1024x614.png\")
![\"salesforce-with-microsoft-teams\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salesforce-account-1024x642.png\")
![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salesforce-account-properties-1024x606.png\")
![\"Cr\u00e9ation](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\")