Improve your Sales Collaboration
with Collaboration Templates and Salesforce
Learn how to empower your collaboration at scale with Salesforce and Collaboration Templates
Seamless Collaboration Across Deals
Improve collaboration across sales deals and get consistent results with ready-to-go workspaces, a sales playbook, and tasks for every deal in Salesforce.
Structured and Organized Data
No need to manually share updates with colleagues and switch between platforms: track progress, store deal history and prospect details - all in one place. Automatically.
Customize collaboration with ready-to-go solutions for Salesforce. Define your use case and set up custom filters. It’s you who define when, what, and how to collaborate on deals.
How does it work?
Choose the Ready-to-Go Solution
Explore the Ready-to-Go Collaboration Solutions by nBold. Collaborate on Opportunity or Account Records, Custom Objects or new Salesforce Cases – it depends on your unique business scenario.
Customize the solution according to your unique sales process. Choose the Collaboration Template, define when to create a workspace, enable notifications from Salesforce, and more.
Scale It Across Deals
Once enabled, the magic happens. Collaborate on Salesforce deals from a single workspace with all the content required. Align people, track progress, close more deals, and achieve operational excellence. In a structured way. At scale. Automatically.
Collaborate on Deals Together
Collaborate on every sales deal in a pre-built team once a new Opportunity record is created in Salesforce. Sales guidelines, pre-built tasks, record details – everything needed to close a deal is added in a few clicks.
Empower Key Account Collaboration
Build trustful relationships with your key accounts at scale. Get teams for every Salesforce Account record and channels per each new related deal automatically. Even more, the workspaces will be created with files, guidelines, playbooks, and tasks – everything needed for your entire sales team.
Case Management with Salesforce and Teams
Automatically get the workspace for every new Case opened in Salesforce and collaborate on support issues in one place. Aligned team members, history storage, notifications from your CRM, and much more. Automatically.
Close more sales deals
Collaborate on every sales deal in a pre-built team once a new record is created in Salesforce. Sales guidelines, pre-built set of tasks, record details – everything needed is added in a few clicks.
Empower Key Account
Build trustful relationships with your key accounts by following salesbook guidelines . Get teams for every Salesforce account record and improve your efficiency.