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