Key Account Management

with Microsoft Teams and Salesforce

Manage well your account in automating the creation of Teams in Microsoft Teams for each Salesforce CRM Account with your own company template

Learn how does Salesforce and Teams collaboration work 

1. Create your own Templates Catalog

Create your own Templates for Opportunities, Accounts, etc. Add your Templates to your own Catalog and allow end-users to create dozens of teams

2. Connect Salesforce with Microsoft Teams

With SalesTim APIs Technology you're able to connect any third party App right to Microsoft Teams environment. Thus, connect Salesforce with Microsoft Teams

3. Improve your collaboration around any sales deal

Automate all processes with SalesTim Templates. Automatically created teams for Accounts with all key information, editing from Teams, and much more

Salesforce Accounts management

Avoid wasting time and stay focused on essential deals. Teams for collaboration on new Accounts will be copied automatically from your Salesforce environment. Everything needed in a few seconds. Read more

Collaborate with Teams Templates

Create Teams Templates to collaborate on any sales deal. Copied Channels, Tabs with Apps, Files, and more. Read more

Files and Folders Cloning

Improve your document sharing. Files and folders cloning with Microsoft Teams Templates Technology. Read more

Get SalesTim DEMO

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

Explore more possibilities
with Salesforce and Microsoft Teams