Salesforce app for Microsoft teams

Align Salesforce and Teams to Improve your Sales Process

Wondering how to improve your sales collaboration? Struggling with an ineffective deal closing process? Well, while trying to increase the number of closed deals, you may focus on the effectiveness of your email flows, cold calls, and the negotiation process. However, the problem may not be related to your marketing resources or salespeople skills. Rather, your internal sales collaboration is the hidden obstacle on your way to closing more deals. Endless internal email chains, the mess in Teams or Slack messages, ineffective document sharing, and so on. In today’s article, we’re describing how to improve your sales process with Salesforce and Teams and align both platforms.   

Salesforce and Teams integration 

Suppose you need an ideal workspace where your colleagues can communicate, share knowledge and updates, and collaborate on daily tasks. Well, Microsoft Teams is an ideal tool where you do all your work and build effective business flows. 

Read more about Microsoft Teams usage

sales deal room planner Teams template

At the same time, you will need to manage your internal CRM, in our case it is Salesforce, to store information about leads, exciting customers, and key accounts.  

Salesforce Sales Cloud

It often happens that during the selling process your salespeople need to communicate with other departments, for instance, marketing managers, legal experts, product developers, and more. And even after closing a deal, this process isn’t finished. You will need to build trustful relationships, set up communication between the client and your customer services, collect feedback, and so on. But oftentimes, only salespeople have the Salesforce license and other colleagues do not have access to the information about records, contacts, and customer updates. And your sales manager needs to manually share details between both platforms.  So how to align your internal platform and a CRM? How to align Salesforce and Microsoft Teams? Stay with us and get all your questions answered!  

Set up the sales process for Salesforce and Teams 

Now, let’s delve into details and see how to set up the sales process with Salesforce and Teams step-by-step and improve your collaboration.  

Download our free guide and learn how to perform an effective sales management with Microsoft Teams

Create sales teams in your Microsoft Teams environment 

The first thing you need to do is to provide your sales department with a digital workspace where they can collaborate on closing deals and share updates. To do this, create a new team with relevant channels to share information in a structured way. For instance, you can create a team per each new deal to work together on closing deals.  

deal management Teams template

You can even create a team per each key account. In this way, your team will collaborate on accounts by building strong relationships with key customers.  

key account management Teams template

If you sell products across different sales areas, you can perform effective territory management and create a separate team for each sales location. Thus, your team members will know exactly where their responsibilities and sales zones are.  

Deal Room Territory Management Microsoft Teams

Next, when a team is created you need to provide your team with all the necessary tools. For example, create a Planner tab with upcoming tasks, add SharePoint libraries, upload file templates, sales guidelines. 

Would you like to templatize your sales processes and create an ideal collaboration workspace in a few seconds?

Then head over here how to learn how to create your own Collaboration Template catalog and get teams created with all the content, including a pre-built set of tasks, file templates, folder and tab structures, and much more. 

Install Salesforce app for Microsoft Teams  

As you may know, you can integrate any app available in the Teams Store right into your team for sales collaboration. And this is where your Salesforce and Teams integration starts. Add Salesforce app for Teams and log in with your credentials.  

salesforce app for teams

When the Salesforce app is installed, you’re ready to use Salesforce features without leaving your Microsoft Teams environment.  

Read more about Salesforce and Teams integration

And this is what you can do by installing the Salesforce app for Microsoft Teams.  

Share records with your sales team 

The main advantage of having Salesforce for Microsoft Teams is the ability to share Salesforce records right in your Microsoft Teams environment. This means, your sales reps can share with the entire team all important information, including the sales cycle, contact information, and updates. You no longer need to manually transfer information from Salesforce to Teams: even if other team members do not have Salesforce licenses – they will see all the details in one place.  

Salesforce with Microsoft Teams
Salesforce with Microsoft Teams

So, let’s say you have a team working in Florida. Each time your sales managers create a new record in this region, they can share it with other colleagues right into the Teams’ conversation. Thus, your marketing department may start working on creating a sales pitch and legal experts may share their expertise on contract details.   

Collaborate on Opportunities and Accounts 

In the same way, you may add Salesforce records as a new tab in the right team’s channel. Thus, your team will have quick access to the record’s information. In addition, they can start a conversation and set up online meetings right from a single location.  

For instance, if you have a key account management team it is useful to add the related Salesforce record as a new tab into the needed channel. And your team will track the record’s updates in real-time without leaving Microsoft Teams.  

Learn how to automatically create teams from the Salesforce Records

Align your sales team with the marketing department 

Then, when a digital workspace is fully created, let’s discuss how to align people from different departments to boost your productivity and streamline all the processes. And first, we would like to talk about sales and marketing alignment.  

Working together, sales and marketing teams can deliver high-impact marketing activities and boost sales effectiveness. If your marketing and sales communication is effective, you will achieve seamless handoff between marketing-generated leads, as well as consistent customer experience. 

Moreover, when your marketing and sales teams work in alignment, marketers can create the right content that addresses sales needs. As a result, you will achieve greater adoption of marketing content, reduce time loss and one-off requests.  

Now, how to achieve marketing and sales alignment using Microsoft Teams and Salesforce. To do this you will need to form an operational center of excellence that serves both sales and marketing. In this term, the first thing you can do is to add your marketers right to your sales team in Microsoft Teams. Don’t forget to create a separate channel for them where teammates can share sales decks for prospects, share updates, new leads, and get feedback from sales.  

sales and marketing Microsoft Teams

In addition, your sales managers can create new records in Salesforce right from marketer’s information about new leads coming from your website or social media. On the other side, if a sales rep shares new Salesforce records in your deal room team, your marketers will have quick access to all required details in order to create a unique business proposal.  

Read more about Microsoft Teams template for marketing

Integrate your customer service 

Once a customer’s solution is running, the sales team hands off the account to the support team. It’s essential to understand all account’s details, needs, and specificities to run customer success and build strong relationships with a customer.  

But often, a lack of information can lead to a lag between the result and concerted efforts. To avoid this, you will need to build an effective operational flow that aligns your sales and customer service teams.  

For instance, you can create a team for customer support and align there both, sales and customer support managers. There they can access the account’s details from Salesforce. This will help them to identify accounts for upselling and cross-selling and prepare for renewals.  

One more scenario is performing effective case management using both Microsoft Teams and Salesforce. To do this, each time your key account deploys a new tool or experiences an issue, you can create a separate collaboration workspace to manage a new case.  

Case Management Teams naming

Read more about case management with Teams and Salesforce  

With clear documentation on each account’s solution and an account map that shows relationships, your sales team can hand over accounts to both customer support and customer success teams.  

Align your sales team with managers and stakeholders 

Finally, sales processed often require an additional involvement of senior sales. As a sales leader, you and your team need to collaborate on sales deals and sales cycles. Often, sales leaders don’t need to have a deep understanding of each sales step and details. But what they want is to know the deal status to improve forecasting and know how to best coach individual sales reps and provide the support they need.  

Thus, you can add sales managers or a sales director in each of your sales deal rooms or teams to manage key accounts.  

There, they can track Salesforce records’ details that are shared as cards in the right conversations. With Salesforce records shared in Teams, sales leaders may quickly identify key accounts where you can maximize your impact.  

Add Salesforce as Tab Teams

In addition to the Salesforce integration, you can add native Microsoft apps, such as Planner, Power BI, Yammer, etc. For instance, sales executives can compare the sales results from one team to another by tracking sales reports built in Power BI. 

Read more about Power BI and Microsoft Teams

Next, as a sales leader, you may track your sales team activities or assign new tasks in Planner. You can also add it as a new tab in your sales deal room.  

Teams template deal collaboration with Planner

Read how to create a collaborative workspace with a pre-built set of tasks

Finally, add Yammer communities to your team and build effective communication between sales experts and your sales team.  

sales deal room yammer template

Align Salesforce with Teams and scale it across your organization

When a new workspace is built, you may wonder how to scale it across the entire organization. With Collaboration Templates, you can create a new collaborative workspace just in a few seconds. Each time a new deal or account is created, just choose the right template in your own Template Catalog and get a fully created team in a few clicks. 

 This will include:  

  • Right structure from one team to another; 
  • Sales file templates; 
  • Pre-built set of sales tasks; 
  • Execution frameworks and guidelines;  
  • Right people already added to the new team, and much more.

This allows you to structure your working environment, templatize your business processes and get the same level of execution from one team to another.  

Moreover, Collaboration Templates work in integration with other apps, including Salesforce CRM. This means you can automatically create a new collaboration workspace with the right tool and people as soon as a new record is created in Salesforce. And this is how it works:  

Account Creation from Salesforce - Presentation

Explore more on our website and contact our team if you need a unique solution that fits your business needs! 

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