There is no doubt, in today’s business reality companies can no longer compete just on price or product. Instead, they need to focus on customer experience and build strong relationships with customers. Therefore, companies use CRMs and other software to store data and provide their services at the right time, through the right channel. But are you sure your sales teams use these tools effectively? How to improve your sales collaboration between different teams? To answer these questions, today we discuss how to improve your opportunity collaboration with Salesforce and Microsoft Teams.
The effectiveness of sales deal collaboration is a key indicator for closing deals and building long-term relationships with your customers. During the sales process, your sales team interact with other colleagues, for example:
Now imagine that you need to put the above examples into practice and implement an effective system of communication using Salesforce and Microsoft Teams. Your sales team stores opportunities’ information, activities, and updates in Salesforce. But at the same time, they need to share everything with other colleagues who work in Microsoft Teams and don’t even have a Salesforce license. Without building an effective sales deal collaboration you may face different challenges, such as:
In fact, you won’t see any progress when your sales team collaborates on opportunities using Salesforce without sharing updates and news with other colleagues. Your team should have a single workspace where they can easily collaborate with each other.
If the way of sharing important prospect’s information isn’t pre-defined, you may experience information loss. When opportunity details are stored only in Salesforce, it is difficult to work on the same deal with other colleagues. Your sales reps need to have an effective way to share updates and news with their teammates to close deals and provide prospects useful services and solutions.
Without an effective collaborative workplace, you won’t reach the same level of the sales management process. Loss of sales deals, data mess, missing KPIs, and so on. Doesn’t sound great…
So how do you avoid these challenges? By building an effective integration workspace using both Salesforce and Microsoft Teams you can simplify your salespeople’s work, streamline sales processes and convert opportunities into wins more effectively. Let’s go deeper into this and see the basic capabilities of Salesforce and Teams integration.
Let’s discuss a real example. Suppose, you have a sales deal team in Microsoft Teams. There, colleagues from different departments collaborate on opportunities, track progress, follow news and product updates, share proposals and agreements, and close deals.
At the same time, salespeople work with opportunity information inside Salesforce, updating contacts’ information, activities, and insight. So how to align these colleagues? How to build a single workspace for them to drive sales wins?
First, you can install Salesforce app for Microsoft Teams. Here are some basic features:
With Salesforce and Microsoft Teams integration your sales reps can mention Salesforce records right into the team’s channels. Thus, your teammates will see a new post with opportunity details, such as name, contact information, record type, and so on. You can define which information will be displayed on a card. This will simplify opportunity collaboration so your sales reps can start a new conversation, ask for advice, and share updates without loss of information.
Suppose, you’re about to close a deal and now you need to prepare a new proposal and agreements using information from the Opportunity record. To do this quickly, you can add Salesforce record as a new tab into the right channel. Thus, your colleagues will have quick access to all required opportunity information. Moreover, they can start a conversation or online meeting to discuss strategy and next steps.
Finally, your sales reps can edit Opportunity records right in the Teams environment. Imagine, they just had a demo call with a prospect. Then, sales reps can add notes and news to the record right from Microsoft Teams. This will allow them to keep all information, insights from the customer and share their issues with teammates. Thus, together your colleagues can find the right solution and provide prospects a needed product.
With the Salesforce app for Microsoft Teams, you’re able to perform basic functions, such as record mentioning and editing. But you still may wonder about collaboration improvements at scale. And your sales team can still have many questions for example:
To answer these questions and structure the way your teamwork on sales deals you need to create playbacks and guidelines where you can describe your sales process step by step. But there is a more effective solution! With advanced Salesforce integration with Microsoft Teams templates, you can automate team creation from templates for each new deal in Salesforce. And this is not all the capabilities.
So, as we mentioned before, you can automate team creation for each Salesforce Opportunity. A new team will be fully provisioned from the template. This means all content will be copied to the newly created team including:
This will allow your sales team to collaborate on sales deals in a structured way with predefined content. Thus, you can prevent information loss, reduce time spent on manual team creation, and scale the same structure of the sales process across the entire organization.
Automated team creation gives you also the capability to get the right people in the right team. During the template creation, you can manage permanent membership and automatically add owners and members. Thus, to the opportunity collaboration team you can add:
Thus, your sales team will collaborate on opportunities in an ideal workspace even if they don’t have a Salesforce license.
With Salesforce and Microsoft Teams integration you will get the same level of execution from one sales deal to another. Automate collaboration silos creation for dozens of Salesforce Opportunities. This can be an ideal solution to streamline business processes, especially in large organizations.
With Salesforce and Teams advanced integration you will not only get created teams for Salesforce opportunities. You can also manage Governance policies with no-code solutions. For example, you can set up the Naming convention with dynamic categories from Salesforce, such as Opportunity’s name, description, location, etc.
Thus, you will get dozens of teams with the right names. Which allows your sales team to quickly understand the purpose of a team.
So now that we know the key features of Salesforce and Teams integration, let’s describe how to do it.
First, build the original team you want to be cloned. There you can add:
Next, build a Microsoft Teams template from this original team, by clicking on +new template in the Catalog tab (available only for admins and catalog managers)
Inside the SalesTim app, you will find the Integration Tab. There you can connect Salesforce right to Microsoft Teams. (By the way, other CRMs such as Dynamics 365, HubSpot, Zoho CRM, and others will be soon available for connections).
Next, you need to define which scenario fits your organizational needs.
With “sync with a team” option you’re able to get teams from the template when a new Opportunity record is created in Salesforce. This will allow your sales team to collaborate in a pre-defined workspace with all content included. Moreover, you will get a team with the right people so there is no need to add them manually and configure the settings. Finally, you won’t miss key prospect’s information by juggling from one software to another – everything is already here, in Microsoft Teams.
To do this, you just need to choose the template on which a new team will be based. Choose the Sales Deal Room template that we’ve been built before.
Also, you can set up the naming convention to get teams provisioned with the right name. With dynamic content from Salesforce, you can give the name contains Opportunity ID, name, industry, owner, and so on.
If you don’t need an entire team for each new Opportunity record, you can choose another option. By choosing “sync with a channel’ you will get a Teams channel for each new Opportunity in Salesforce. Thus, you will get a new channel where teammates can store information and share updates on a specific Opportunity record.
You can choose a team where a new channel will be created from your Teams environment. In addition, you can choose the parent Account’s team option – thus, channels for opportunities will be created in the right Account’s team.
Again, here you can manage naming convention to manage channel’s name and description.
With Salesforce properties you can setup additional rules for team or channel creation. For example, a new team should be created only for Opportunities from consulting industry. Or if the annual revenue is more then 10000 $. With this feature you can perform any use case that fits your organizational needs.
Finally, create a new Salesforce Opportunity. Add all required information, such as name, industry, record type, stage, and parent account if needed. And then, see the magic!
In a just few seconds you will get a fully provisioned team with all content included:
Book SalesTim demo and try Salesforce integration with Microsoft Teams!