Salesforce CRM

with Microsoft Teams

Benefit from an enhanced experience of Salesforce Sales Cloud with Microsoft Teams: Team creation per Account in Salesforce, Channel creation per Account, call Salesforce contacts with Microsoft Teams, manage your opportunities from Microsoft Teams, etc

Features

Perform business-oriented use cases for Teams and Salesforce integration

Collaboration around Accounts

Implement the Salesforce into your Teams environment to simplify the collaborative work on different deals. Thus, each time you will create a Team for a New Account

Opportunities Collaboration

Create an automated Team around Opportunities. Moreover, your team members will get notifications when something changes in your Salesforce

Teams Files right from Salesforce

Each time, when someone will upload a new document into your Teams environment, you’re able to work on it right from your Salesforce

Collaborate on Accounts

Work together with customers and any colleague across functions. Sync Salesforce Account Team with Microsoft Teams groups. Get non-Salesforce user access CRM Data, etc. Read more

Collaborate on Opportunities

Bring Salesforce CRM records into Microsoft Teams to collaborate and close deals. Channels Notifications, Opportunities Updates, Chat with peers around each opportunity, etc. Read more

Manage Documents

Access Microsoft Teams documents from a Salesforce Opportunity. Bring the power of Office 365 files management to Salesforce, Reduce CRM file storage cost, 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

Salestim for Salesforce

Scenarios