Key Account Management

with Microsoft Teams and Salesforce

Improve your account management by automating team creation in Microsoft Teams for each Salesforce CRM Account with your own template. Sync with a team or channel, automatically delete teams, manage properties, and much more.
Salesforce-with-Microsoft-Teams

Salesforce with
Microsoft Teams

Learn how Salesforce and Teams collaboration works

Create your own Template Catalog

Create your own Template Catalog for sales deal room, key account management, etc. Add the template to the catalog and allow end-users to create dozens of teams.

Connect Salesforce with Microsoft Teams

With SalesTim APIs technology you're able to connect any third-party app, including Salesforce, right to Microsoft Teams environment. 

Improve Collaboration around any sales deal

Automate all processes with SalesTim templates. Get automatically created teams for Opportunities with all key information, editing for Teams, and more.

Create your Own Templates Catalog

Create your own templates catalog for sales deal room, key account management, etc. Add template to the templates catalog and allow end-users to create dozens of teams

Connect Salesforce with Microsoft Teams

With SalesTim APIs technology you're able to connect any third-party app right to Microsoft Teams environment. Thus, integrate Salesforce with Microsoft teams 

Improve Collaboration around any Sales Deal

Automate all processes with SalesTim templates. Automatically created teams for Opportunities with all key information, editing for Teams, and much more

salesforce-teams

Connect Salesforce

Manage integration with connected apps and Microsoft Teams. Connect Salesforce and collaborate on Accounts right from Microsoft Teams environment  

Sync with a team

Create Key Account Management template just once and get automatically created teams from the template each time a new account is created in Salesforce

salesforce-with-microsoft-teams

Sync with a channel

No need to create an entire team for a single deal? Get an automatically created channel in the right team to collaborate on deals with your teammates.

Delete or archive teams

Reduce the number of unused collaboration silos and delete or archive teams in Microsoft Teams when an account is removed from Salesforce.

Manage additional properties

Filter the Account creation or build any naming policies for your teams and channel with additional properties from Salesforce. Automatically create teams from the Key Account Management template depending on the account’s industry, annual revenue, etc.

Key Account Management
Teams Template

What will you get when a new Account
is created in Salesforce?

Standard and Private Channels

Copied standard and private channels with all needed content to collaborate on deals and build strong relationships with your customers. Read more

Pre-built Planner

Pre-built set of tasks to manage daily activities and perform strategic planning. With Teams templates, there is no need to create a Planner for each new deal. Read more

sales-account-management-microsoft-teams-template-planner

Guidelines included

Add your internal tools or website to simplify the daily work of your account manager. Upload guidelines, execution playbooks, codes of practice, and so on. Read more

Book SalesTim DEMO

Discover how you can improve collaborative processes with Collaboration templates, Teams governance policies, and integration with 3rd party apps

Explore more possibilities
with Salesforce and Microsoft Teams

Read more about
Salesforce and Teams