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anmolgupta's avatar
anmolgupta
Copper Contributor
Jul 20, 2022

Webinar: Integrating Salesforce with Microsoft Teams

Customer facing functions like Sales and Customer Success perform in a very dynamic environment. Every day they are exposed to unique situations where they need to take decisions, seek approvals, and get back to customers. 

 

Salesforce is a very popular enterprise grade CRM software solution whereas MS Teams is arguably the most popular business communication platform. We have organized a webinar to demonstrate how these two popular platforms can be integrated for instantaneous notifications, efficient collaboration and immediate action.

 

Register for the Webinar here: https://bit.ly/register-webinar-integrate-salesforce-teams

 

We intend to show two use cases:

  • Better Collaboration / Quote Approval – We will discuss how integrating Salesforce with MS Teams will have the team collaborate better specially in terms of getting required approvals.
  • Opportunity hygiene / accurate sales funnel – Many a times, salespeople find it difficult to manage their pipeline accuracy by changing the expected closure date. Having scheduled alert will ensure that they can push the opportunity closure date and outcome.