Forum Discussion
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.
2 Replies
- Hi,
Thank You for the details
With Regards,
Satish U Sounds like an intriguing webinar and one that I know adam deltinger ChrisWebbTech and Satish Upadhyaya would like 😄
Best, Chris