Salesforce with Microsoft Teams – the Full List of Use Cases

Building an effective sales management system is a key aspect of doing business.  This is why it is so important to manage sales flows in one place to avoid information loss and improve collaboration efficiency.  Today we’ll talk about the integration of Salesforce and Microsoft Teams.  We will discuss the key capabilities and analyze real use cases of Teams and Salesforce integration. 

Salesforce is a cloud-based platform for customer relationship management. Salesforce is a great tool to track and store tons of information about your leads and customers. It also allows you to communicate with external agents, partners, etc. Really, the capabilities of this software are endless! Let’s have a look at its integration with Microsoft Teams. 

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Salesforce and Microsoft Teams Integration 

By integrating Salesforce with Microsoft Teams, you’re able to improve collaboration and bring all data and content in a single workspace. This allows you to save work time and avoid information loss and miscommunication between different team members.  

After the Teams integration is enabled and configured, users with the correct user permissions can access the Salesforce app in Teams. You can find the Salesforce app right in the Microsoft Store and add it to your Teams environment. Let’s look in detail at the main capabilities of Microsoft Teams integration with Salesforce.   

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Microsoft Integration with Salesforce

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  • Teams for Sales Management – Use Cases
  • Integrate Apps to manage sales in Teams
  • Templates Creation for Sales Management
  • Building your own Teams Templates Catalog

The capabilities of Salesforce with Microsoft Teams 

Record Mentioning in Teams 

Mention Salesforce records right into Teams channels or chat conversations. With this option, you’re able to start a conversation on any record with the possibility to attach documents, links, or write customized comments.  

Salesforce Records Preview 

In the same way, if someone mentions Salesforce record in a Teams conversation, you can easily preview record without leaving Teams. As a result, you can save your time and avoid juggling between the two software.  

Customize Teams Tabs with Salesforce Record 

Work on your Salesforce Records not only through conversations but also through channel tabs. Thus, all your team members will have quick access to the records. Just click on the +new tab in the needed channel and choose any of your Salesforce records. 

In addition, you can not only pin the needed record but also review its details. This way, your team members can easily view details, activity, timeline, related lists, and chatter right in the Teams tab.  

Editing Salesforce Records 

Don’t waste your time and do not jump from Microsoft Teams to Salesforce. You can add the details to the record without changing your work environment to avoid the loss of any important updates about your prospects.

Microsoft Teams Chat Usage 

You can have a personal conversation with some of your colleagues to share insights about a particular record. Thus, you can mention Salesforce records not only through channel conversation but also through Teams chat.  

Read more about Microsoft Teams and Salesforce integration here 

Learn more about the advanced capabilities of Salesforce and Teams Integration

Account Creation from Salesforce - Presentation

Salesforce with Microsoft Teams – Use Cases 

Alright, everything sounds great in theory. Now, we suggest you explore real use cases of Microsoft Teams and Salesforce integration. Build different teams with channels, customize tabs, add Salesforce, and much more  

Sales Deals Collaboration  

During your sales process, you share a lot of different information about prospects, sales cases, product info, etc. In addition, in the present market conditions, it’s not only a single person who communicates with a potential customer. You need to communicate with product developers, executive sponsors, project managers, etc.  

Thus, you can create a Sales Deal Room in Microsoft Teams with different channels, such as: 

  • Customer Updates
  • Planning 
  • Reviews 
  • Proposal 
  • Competitors  

Next, let’s customize your tabs. You can mention a new record on the Proposal channel. This way, you will easily notify your teammates about a new deal.

Also, your sales manager will be able to track activities and manage sales processes in the Reviews channel. Thus, track opportunity team progress by creating reports and using the filter views. Update team member information by exporting report data and by using Data Loader. 

What else?  

In addition, you can add other Microsoft apps to improve your users’ experience. For example, add the Yammer tab to follow different topics or communities with experts from your organization.

 In the same way, you can add Planner as a new tab into the Planning channel. There, you can create different tasks for your teammates

Scale with Teams Templates

Moreover, explore how to automatically create a new team from your own Sales Deal Room Teams Template. Standard and Private channels, tabs with apps, files and folders cloning, and much more. 

Sales Deal Room Template

Account Management with Salesforce and Teams  

As an account manager, you need to collaborate not only with your colleagues but also with potential customers, existing clients, partners, and other external agents. To keep all needed information in one place, create a dedicated team with channels:  

  • Customer Support 
  • Legal Contracts 
  • Customer Updates
  • Opportunity Feed  
  • Account Team Meetings 
  • Partners  
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Connect Salesforce and Microsoft Teams and add your records to the Opportunity Feed channel. Thus, you will be able to effectively move opportunities through the sales process and track exactly what you’re selling and for how much. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the number of potential sales. 

In the Customer Support channel, you can store all contact information about your existing customer by integrating a particular record as a tab. This will allow you to quickly collaborate with your customers and react on any issues.  

Advanced Capabilities by SalesTim  

We know how important document sharing is in account management. In this term, you will need to store and share many different files, such as contacts, agreements, legal policies, etc. Explore SalesTim Templates Technology with files and folders cloning. You will be able to create teams from your own templates with copied files and folders, such as guidelines, contract templates, codes of practice, and much more. Read about effective document management.    

Files Sync between Salesforce and Teams

Moreover, synchronize files between Salesforce and Microsoft Teams using SalesTim for Salesforce. 

salesforce-teams-files

Case Management – Salesforce with Microsoft Teams

Effective collaboration between colleagues is a key criterion to run case management successfully. Let’s say, you’re a customer support manager working with an IT product. You’ve got feedback from your customer, mentioning there is a problem with the interface of your product. Next, you will need to start an internal process to track and fix this issue.  

Thus, you need to build an effective system where colleagues from different departments will be able to quickly communicate on important cases. This can be difficult especially for those who aren’t Salesforce users.  

For these reasons, you can create a Case Management team with members from different departments:  

  • Customer Support  
  • Issues Tracker  
  • Product Development  
  • Planning and Reports  
  • Incidents  
case-management-template

In the Customer Support channel, you can track all customers’ information, using Salesforce Records. You can also share Records with information about feedbacks and issues tickets right to the Incidents channel. Start a conversation on the record cards with your colleagues from Product Development Department and make sure, the issue is considering via the Issues Tracker channel

Customize Microsoft Teams Tabs 

In addition, you can use other Microsoft apps to improve your case management. For example, add Microsoft Lists as a new Tab in Microsoft Teams to track the issues. Read more about Microsoft Lists with Teams

case-management-lists

Teams Templates with Apps

And you can easily scale it by building team templates with pre-configured tabs with apps. Planner, Forms, Lists, SharePoint, and much more will be copied to a newly created team. Read more

Salesforce Project Management with Microsoft Teams

To be efficient, your CRM software needs to be great not only for customer management but also for managing project planning and scheduling tasks. Therefore, some organizations use Salesforce not only to manage sales but also to perform project management. 

Salesforce has many capabilities for project management. For example, with Salesforce Process Builder you can create custom processes for project management needs (for instance, assigning a task to a service agent when a related task is marked as complete by another member)  

By implementing Salesforce into the Microsoft Teams environment, you’re able to run any project even more effectively. This is especially true when sales reps working with Salesforce software will need to collaborate with other project members. All you need to do is to create a team dedicated to each new project with the following channels:  

  • Legal contracts 
  • Budget 
  • Planning  
  • Steering Committee  
  • Contractors, etc 
Microsoft Teams Templates

Add a customized dashboard from Salesforce to the Steering Committee channel. With a powerful drag-and-drop report builder from Salesforce, you will be able to get the customer-centric projects’ holistic views of tasks, problems, and project results.  

Share Salesforce records with other project participants through the channel conversations. Thus, you will be able to quickly react to any changes and run a project without delays.  

Additional capabilities of Microsoft Teams for project management  

Without customizing Salesforce, you can’t bring together all tasks related to a project. Thus, in addition to sharing Salesforce Records and Reports into Microsoft Teams, you can add other apps. For example, add Microsoft Planner as a new tab in the Planning channel. This will allow you to bring together all project tasks and to see each involved team member, delays, and more.

Project Management Teams Template

Would you like to automate teams creation process? Explore how to build Project Management Template for Microsoft Teams. Thus, when there is a new project in your organization, you can create a team in just a few clicks. Naming Convention, Permanent Members, Pre-built Planner, Files Cloning, and much more  

Sales Operations 

Effective sales operations management allows to identify and mitigate risks and to improve the whole sales process. For sales operations managers it is significant to have an effective workspace for analyzing data and understanding what’s working and what’s not across the entire organization. And this is where Salesforce and Microsoft Teams integration can help you.  

Create a team for Sales Operations Management and add involved sales reps and managers into different channels:  

  • Sales Reporting 
  • Territory Planning 
  • Steering Committee 
  • Planning 
  • Risks Management, etc
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For instance, the Opportunity and Account Insights features of Sales Cloud measure opportunity engagement and external news to make sure sales reps don’t miss important business developments. Thus, you can add related Salesforce record to the Planning channel tab and collaborate on any key deals and mitigate risks.  

Next, as a sales operations leader, you can perform territory planning. You need to look at what opportunities for deals are present, and then make sure those territories get assigned to the right person. Get insights using modeling tools like Salesforce Maps to streamline and automate this process. Share results through the Territory Planning channel, start new conversations and share reports and files with your team members. 

Advanced tips for Sales Operations in Microsoft Teams  

To stay connected not only with your teammates but also with experts and managers from other departments, you can add Yammer to your Steering Committee channel. As a result, your team members will be notified each time when there are news or new posts related to the following topics. Read more about Yammer for Microsoft Teams.  

sales-operations-yammer

Moreover, you may want to use Power Automate for optimization and streamlining all sales processes. Get Teams notifications when a new record is created, receive weekly summary email, and much more. Explore all the features here ( Salesforce | Microsoft Power Automate ) (Available for Premium version)  

Create your own Templates Catalog  

As a sales operations leader, you can create your own Teams Templates Catalog to manage people operations. Thus, you end-users will be able in a few seconds to create a fully provisioned team from Templates Catalog. Sales Deal Room, Key Account Management, Department Collaboration, Project Management, and much more

Templates Catalog

To conclude, there are tons of capabilities of Microsoft Teams and Salesforce integration. In this article, we tried to show some basic features that allow you to improve collaborative processes and streamline sales processes. Explore more about SalesTim – Microsoft Teams app for collaboration efficiency.  

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Would you like to know how to automatically create teams for Accounts and Opportunities and synchronize files between Microsoft Teams and Salesforce? Schedule a Demo to understand how SalesTim can fit into your organizational needs.

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