Power to Account teams

Seamlessly connect your key Salesforce accounts with Microsoft Teams and empower your team to work better together from one structured workspace with access to all tools and data they need

Single workspace to collaborate on Salesforce Records

Get automatically created workspaces once a new Account or Opportunity Record is created in Salesforce: a Parent Account Team and Channels for each new deal.

Guidelines, playbooks, and task boards for
Account-Based Selling

Workspaces will contain your own content: sales guidelines, boards with repetitive tasks, file templates, tabs with apps – everything needed to collaborate on sales.

Custom collaboration workspaces reflecting your
Unique Business Needs

Customize your workspaces according to your needs: manage filters on workspace creation, naming rules, CRM notifications, permanent ownership and more.

Key Account Management
with Salesforce Solution

Get a Parent team for every
Account Record

Once a new Account Record is created or updated in Salesforce, a new team will be created in Microsoft Teams automatically.

All the Content for your Sales Playbooks

The team will contain your unique content such as Guidelines, Task Boards, Document Library, File Templates, and more – everything you need for effective collaboration.

See and edit Salesforce Records right from Microsoft Teams

Take advantage of the native Salesforce and Microsoft Teams integration – a Parent Account Team will contain a tab with all Account Record details. So, your team members can see and edit the record even if they don’t have the Salesforce licence.

Related Opportunities in the Same Place

Once a new Opportunity Record is created in Salesforce, a dedicated channel will appear in the Parent Account team. So, you can store the account-based data into the single workspace.

Get CRM notifications in Teams

No need to notify your colleagues on deal updates! Receive automatic notifications in the related channel once an Opportunity Stage or Amount is changed in your CRM.

Collaboration Solutions

Customize Collaboration at Scale

Customize Collaboration according to your business needs. Set up filters for team and channel creation, manage naming rules, permanent ownership, define what to do when Record is closed, and much more.

Key Account Management
with Salesforce Solution

Get a Parent team for every
Account Record

Once a new Account Record is created or updated in Salesforce, a new team will be created in Microsoft Teams automatically.

All the Content for your Sales Playbooks

The team will contain your unique content such as Guidelines, Task Boards, Document Library, File Templates, and more – everything you need for effective collaboration.

See and edit Salesforce Records right from Microsoft Teams

Take advantage of the native Salesforce and Microsoft Teams integration – a Parent Account Team will contain a tab with all Account Record details. So, your team members can see and edit the record even if they don’t have the Salesforce licence.

Related Opportunities in the Same Place

Once a new Opportunity Record is created in Salesforce, a dedicated channel will appear in the Parent Account team. So, you can store the account-based data into the single workspace.

Channels Created per each new deal

Get CRM notifications in Teams

No need to notify your colleagues on deal updates! Receive automatic notifications in the related channel once an Opportunity Stage or Amount is changed in your CRM.

Get CRM Notifications in Teams

Customize Collaboration at Scale

Customize Collaboration according to your business needs. Set up filters for team and channel creation, manage naming rules, permanent ownership, define what to do when Record is closed, and much more.

Collaboration Solutions