Microsoft Teams with Salesforce
KEY ACCOUNT MANAGEMENT
Connect Salesforce
Manage integration with connected apps and Microsoft Teams. Connect Salesforce and collaborate on Accounts right from Microsoft Teams environment
Sync with a team
Create Key Account Management template just once and get automatically created teams from the template each time a new account is created in Salesforce
Sync with a channel
No need to create an entire team for a single deal? Get an automatically created channel in the right team to collaborate on deals with your teammates.
Delete or archive teams
Reduce the number of unused collaboration silos and delete or archive teams in Microsoft Teams when an account is removed from Salesforce.
Manage additional properties
Filter the Account creation or build any naming policies for your teams and channel with additional properties from Salesforce. Automatically create teams from the Key Account Management template depending on the account’s industry, annual revenue, etc.
Key Account Management
Teams Template
What will you get when a new Account
is created in Salesforce?
Automation for dozens of teams
Copied standard and private channels with all needed content to collaborate on deals and build strong relationships with your customers. Read more
Manage Sales Tasks
Pre-built set of tasks to manage daily activities and perform strategic planning. With Teams templates, there is no need to create a Planner for each new deal. Read more
Guidelines included
Add your internal tools or website to simplify the daily work of your account manager. Upload guidelines, execution playbooks, codes of practice, and so on. Read more