Connected Collaboration

SALESFORCE

Connect Salesforce with Collaboration Templates and improve your collaboration on sales deals

Improve your Sales Collaboration

with Collaboration Templates and Salesforce

Learn how to empower your collaboration at scale with Salesforce and Collaboration Templates

Seamless collaboration Around Deals

Connect Salesforce with Collaboration Templates and improve your collaboration on sales deals. Scale automation across the company and boost your sales team productivity.

No Lost of Time and Information

No need to transfer information from Salesforce manually. Record details, sales proposals and contracts – every participant in the sales process has access to key data. Even without the Salesforce licence.

Fully Customizableto Address Value

Build your own business flow that addresses your business needs. Or use dozens ready- to-go solutions for an effective integration between Salesforce and Collaboration Templates.

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
collaboration

Build trustful relationships with your key accounts by following salesbook guidelines . Get teams for every Salesforce account record and improve your efficiency.  

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
collaboration

Build trustful relationships with your key accounts by following salesbook guidelines . Get teams for every Salesforce account record and improve your efficiency.