{"id":7301,"date":"2021-05-24T13:55:01","date_gmt":"2021-05-24T12:55:01","guid":{"rendered":"https:\/\/nboldapp.com\/?p=7301"},"modified":"2025-02-28T11:18:34","modified_gmt":"2025-02-28T10:18:34","slug":"webinar-salesforce-and-microsoft-teams","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/webinar-salesforce-and-microsoft-teams\/","title":{"rendered":"Webinar &#8211; Salesforce and Microsoft Teams Integration"},"content":{"rendered":"<p>More than 145 million people use Microsoft Teams every day&nbsp;and&nbsp;Salesforce is the&nbsp;most popular CRM in the world. Using both?&nbsp;Then don\u2019t miss our webinar about Salesforce and Microsoft Teams integration to&nbsp;boost&nbsp;your&nbsp;collaboration&nbsp;efficiency on sales deals.&nbsp;&nbsp;<\/p>\n\n\n\n<p>\u23f0  <strong>When? <\/strong><\/p>\n\n\n\n<p><strong>3rd June 2021 &#8211; 11:00 AM (EST) <a href=\"#\" target=\"_blank\" rel=\"noreferrer noopener\">Join the Webinar <\/a> <\/strong><\/p>\n\n\n\n<!--more-->\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"648\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/SalesTim-for-Salesforce-Office-365-Microsoft-Teams-1024x648-1.png\" alt=\"SalesTim-for-Salesforce-Office-365-Microsoft-Teams-1024x648\" class=\"wp-image-2291\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/SalesTim-for-Salesforce-Office-365-Microsoft-Teams-1024x648-1.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/SalesTim-for-Salesforce-Office-365-Microsoft-Teams-1024x648-1-300x190.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/SalesTim-for-Salesforce-Office-365-Microsoft-Teams-1024x648-1-768x486.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>In fact, sales operations&nbsp;managers&nbsp;may face common challenges, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Misalignment of sales process participants from different departments.\u00a0\u00a0<\/li>\n\n\n\n<li>The complexity of the sales processes.\u00a0<\/li>\n\n\n\n<li>Loss of information between different team members, and so on.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p>So how to improve your sales execution process from one sale deal to another? How to simplify the work of your salespeople and streamline sales processes at scale? You will&nbsp;have all these questions answered during our webinar on Salesforce and Teams integration.&nbsp;Let us&nbsp;go&nbsp;further&nbsp;into&nbsp;some topics.&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-salesforce-and-microsoft-teams-integration-basic-capabilities-nbsp-nbsp\">Salesforce and Microsoft Teams integration \u2013 basic capabilities&nbsp;&nbsp;<\/h2>\n\n\n\n<p>A&nbsp;Salesforce app for Microsoft Teams gives you the basic capabilities&nbsp;for an effective integration&nbsp;on&nbsp;any Salesforce record.&nbsp;Thus, you can collaborate with your teammates on sales deals even if they don\u2019t have a Salesforce license. During the webinar, we will discuss some basic features, such&nbsp;as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Salesforce records mentioning through team\u2019s conversation and chats.\u00a0<\/li>\n\n\n\n<li>Adding Salesforce record as a new tab.\u00a0\u00a0<\/li>\n\n\n\n<li>Editing records right from Microsoft Teams.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc4d <strong>3rd June 2021 &#8211; 11:00 AM (EST) <a href=\"#\" target=\"_blank\" rel=\"noreferrer noopener\">Join the Webinar<\/a><\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-improving-your-sales-collaboration-processes-at-scale-nbsp-advanced-salesforce-and-teams-integration-nbsp-nbsp\">Improving your sales collaboration processes at scale &#8211;&nbsp;Advanced Salesforce and Teams integration&nbsp;&nbsp;<\/h2>\n\n\n\n<p>We may understand that just mentioning and sharing Salesforce records doesn\u2019t make a lot of sense in terms of&nbsp;sales collaboration improvement at scale. You still may wonder how to standardize a way of&nbsp;working on deals, structure your&nbsp;workspace, and&nbsp;reduce time spent on manual tasks performing.&nbsp;Therefore, during the webinar, we will discuss how to&nbsp;integrate&nbsp;a new way of working on deals with Salesforce and Microsoft Teams&nbsp;templates&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1024\" height=\"639\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1024x639.png\" alt=\"\" class=\"wp-image-7153\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1024x639.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-300x187.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-768x479.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1536x959.png 1536w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections.png 1480w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>\ud83d\udc4d<\/strong> <strong>3rd June 2021 &#8211; 11:00 AM (EST) <a href=\"#\" target=\"_blank\" rel=\"noreferrer noopener\">Join the Webinar<\/a><\/strong><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-deal-collaboration-with-salesforce-and-microsoft-teams-nbsp\">Deal collaboration with Salesforce and Microsoft Teams&nbsp;<\/h3>\n\n\n\n<p>You will learn how to:&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically create teams from the <a href=\"\/fr\/microsoft-teams\/templates\/salle-des-ventes\/\" target=\"_blank\" rel=\"noreferrer noopener\">Deal Collaboration Template<\/a> when\u00a0a new Opportunity is created in Salesforce.\u00a0<\/li>\n\n\n\n<li>Add a new channel to the\u00a0parent Account\u2019s team\u00a0for\u00a0a new Salesforce Opportunity.\u00a0<\/li>\n\n\n\n<li>Set up a naming convention to get automatically created teams with the right name.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team-1024x640.png\" alt=\"\" class=\"wp-image-7210\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team-1024x640.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team-300x188.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team-768x480.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team-1536x961.png 1536w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/opportunity-sync-team.png 1477w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-account-collaboration-with-salesforce-and-microsoft-teams-nbsp-nbsp\">Account Collaboration with Salesforce and Microsoft Teams&nbsp;&nbsp;<\/h3>\n\n\n\n<p>Wondering how to improve your key account management and get the same level of execution from one Account to another? Learn how to collaborate on Salesforce Accounts with Key Account Management&nbsp;Teams&nbsp;Template&nbsp;with:&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Teams with all content included\u00a0for each new Account\u00a0\u00a0<\/li>\n\n\n\n<li>Automatically created channel if you don\u2019t need an\u00a0entire\u00a0team for your new Salesforce Accounts\u00a0<\/li>\n\n\n\n<li>Team creation depending on Salesforce Account\u2019s industry, annual revenue, close date, and so on.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"3216\" height=\"2004\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\" alt=\"Cr\u00e9ation de comptes \u00e0 partir de Salesforce - Pr\u00e9sentation\" class=\"wp-image-6678\"\/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>\ud83d\udc4d<\/strong> <strong>3rd June 2021 &#8211; 11:00 AM (EST) <a href=\"#\" target=\"_blank\" rel=\"noreferrer noopener\">Join the Webinar<\/a><\/strong><\/p>\n\n\n\n<p>To conclude,  we will discuss how to improve your collaborative way of working across the entire organization during this webinar. You will learn how to&nbsp;manage your business processes in a very structured way with Microsoft Teams templates and integration capabilities of Microsoft Teams with your daily used apps.&nbsp;&nbsp;<\/p>\n\n\n\n<p><a href=\"#\" target=\"_blank\" rel=\"noreferrer noopener\">Register to the webinar<\/a> and be a part of the open discussion about this amazing and changing collaborative way of working.\u00a0See you\u00a0soon!\u00a0<\/p>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"<p>More than 145 million people use Microsoft Teams every day&nbsp;and&nbsp;Salesforce is the&nbsp;most popular CRM in the world. Using both?&nbsp;Then don\u2019t miss our webinar about Salesforce and Microsoft Teams integration to&nbsp;boost&nbsp;your&nbsp;collaboration&nbsp;efficiency on sales deals.&nbsp;&nbsp; \u23f0 When? 3rd June 2021 &#8211; 11:00 AM (EST) Join the Webinar<\/p>","protected":false},"author":2,"featured_media":7319,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[10],"tags":[128,127,40,11],"class_list":["post-7301","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce-integration","tag-microsoft-teams-salesforce","tag-microsoft-teams-with-crm","tag-sales-management","tag-salesforce"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/A1158058-2D64-4C74-B9C9-2A39BE69E96E.jpeg","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Webinar - Salesforce and Microsoft Teams Integration - nBold<\/title>\n<meta name=\"description\" content=\"Join our Webinar and learn about Salesforce and Microsoft Teams integration. 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