Power to Account teams
Single workspace to collaborate on Salesforce Records
Get automatically created workspaces once a new Account or Opportunity Record is created in Salesforce: a Parent Account Team and Channels for each new deal.
Guidelines, playbooks, and task boards for
Account-Based Selling
Workspaces will contain your own content: sales guidelines, boards with repetitive tasks, file templates, tabs with apps – everything needed to collaborate on sales.
Custom collaboration workspaces reflecting your
Unique Business Needs
Customize your workspaces according to your needs: manage filters on workspace creation, naming rules, CRM notifications, permanent ownership and more.
Key Account Management
with Salesforce Solution
Get a Parent team for every
Account Record
Once a new Account Record is created or updated in Salesforce, a new team will be created in Microsoft Teams automatically.
All the Content for your Sales Playbooks
The team will contain your unique content such as Guidelines, Task Boards, Document Library, File Templates, and more – everything you need for effective collaboration.
See and edit Salesforce Records right from Microsoft Teams
Take advantage of the native Salesforce and Microsoft Teams integration – a Parent Account Team will contain a tab with all Account Record details. So, your team members can see and edit the record even if they don’t have the Salesforce licence.
Related Opportunities in the Same Place
Once a new Opportunity Record is created in Salesforce, a dedicated channel will appear in the Parent Account team. So, you can store the account-based data into the single workspace.
Get CRM notifications in Teams
No need to notify your colleagues on deal updates! Receive automatic notifications in the related channel once an Opportunity Stage or Amount is changed in your CRM.
Customize Collaboration at Scale
Customize Collaboration according to your business needs. Set up filters for team and channel creation, manage naming rules, permanent ownership, define what to do when Record is closed, and much more.
Key Account Management
with Salesforce Solution
Get a Parent team for every
Account Record
Once a new Account Record is created or updated in Salesforce, a new team will be created in Microsoft Teams automatically.
All the Content for your Sales Playbooks
The team will contain your unique content such as Guidelines, Task Boards, Document Library, File Templates, and more – everything you need for effective collaboration.
See and edit Salesforce Records right from Microsoft Teams
Take advantage of the native Salesforce and Microsoft Teams integration – a Parent Account Team will contain a tab with all Account Record details. So, your team members can see and edit the record even if they don’t have the Salesforce licence.
Related Opportunities in the Same Place
Once a new Opportunity Record is created in Salesforce, a dedicated channel will appear in the Parent Account team. So, you can store the account-based data into the single workspace.
Get CRM notifications in Teams
No need to notify your colleagues on deal updates! Receive automatic notifications in the related channel once an Opportunity Stage or Amount is changed in your CRM.
Customize Collaboration at Scale
Customize Collaboration according to your business needs. Set up filters for team and channel creation, manage naming rules, permanent ownership, define what to do when Record is closed, and much more.
