SalesTim for Salesforce

Salesforce CRM

with Microsoft Teams

Benefit from an enhanced experience of Salesforce Sales Cloud and Microsoft Teams templates. Automatically create structured teams for each Salesforce Accounts. Manage your opportunities from Microsoft Teams, work on files stored in Teams right in the Salesforce environment, and much more.

Perform business-oriented use cases for
Teams and Salesforce integration

Collaboration around Accounts

Get the same level of execution from one account to another and get a new team in Microsoft Teams each time a new account is created in Salesforce. Improve your collaboration at scale

Collaboration around Opportunities

Automatically create customized teams with the right content for each Salesforce Opportunity. Facilitate collaboration with the team members that don't have a Salesforce license

Teams Files right from Salesforce

Enable your team members to work on documents uploaded in Teams right from your Salesforce environment. Work on proposals, sales decks, pitches, contracts, etc.

Collaborate on Accounts

Sync Salesforce Account with Microsoft Teams and automatically create teams per account with standard and private channels, a pre-built set of tasks and guidelines, the right team members included, and much more. Read more

Collaborate on Opportunities

Bring Salesforce CRM records into Teams to collaborate and close deals. Get channel notifications and Opportunities updates, chat with peers around each opportunity, etc. Read more

Manage Documents

Access Teams documents from the Salesforce environment. Bring the power of Office 365 file management to Salesforce, reduce CRM file storage costs, and much more. Read more

Microsoft Teams and Salesforce,
better together!

Choose your SalesTim for Salesforce Pricing Plan

SALESTIM FOR SALESFORCE

Teams and Salesforce

Get Started

Automation from CRM Records
Data for non Salesforce Users
Teams files from SalesForce
Premium support

Collaboration Template

Teams Governance