We recently had a #Webinar on integrating #Salesforce and #MSTeams for instantaneous notifications, efficient collaboration and immediate action. We tried to show two use cases: 1. 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. 2. 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. Check out the Webinar Recap now!! Integrate Salesforce and your other line of business applications with the help of APPSeCONNECT, our smart and intelligent iPaaS platform: https://www.appseconnect.com/salesforce-crm-integrations/

1. W E B I N A R
Unlocking Business Potential
by Integrating Salesforce
with Microsoft Teams

2. Urvini Amireddy
S E N I O R T E C H N I C A L A N A L Y S T
Harshith Gupta
T E C H N I C A L A N A L Y S T
P R E S E N T E D B Y
CRM specialist and works on several CRM platforms. ​Integration specialist, having hands-on experience with
Enterprise applications.
Unlocking Business Potential by Integrating Salesforce with Microsoft Teams

3. Agenda
• Why integrate Salesforce with Microsoft Teams.​
• Business Cases and Demonstration.​
• Best Practices while integrating Salesforce with
Microsoft Teams.​
• Question and Answer​
Unlocking Business Potential by Integrating Salesforce with Microsoft Teams

4. Why integrate Salesforce with
Microsoft Teams.​
• Sales team members are revenue generators. ​
• Their work is dynamic and they need to take
decisions quickly. ​
• Regional / National Sales heads are concerned
about accuracy and forecast of revenue numbers. ​
Unlocking Business Potential by Integrating Salesforce with Microsoft Teams

5. Flow Chart
Unlocking Business Potential by Integrating Salesforce with Microsoft Teams
JOHN
N A T I O N A L M A N A G E R
RYAN
R E G I O N A L M A N A G E R ​
HARRY​
RAM FIELD
S A L E S
PAUL
SAM FIELD
S A L E S
NETHAN

6. Unlocking Business Potential by Integrating Salesforce with Microsoft Teams
Business Cases & Demonstration
• Opportunity closure ​ When an Opportunity is going to close within 3 days,
details are synced from Salesforce to Microsoft Teams.​
• Quote Approval Process​ Approvals can be done through Microsoft Teams
and shown in Salesforce.​
• Automate Your Quote to Cash Process​ Synchronize credit limit
or other backend operations to the account.​

7. Unlocking Business Potential by Integrating Salesforce with Microsoft Teams
Best Practices​
1. Limit the number of messages ​
2. Messages should be instantaneous.​
3. The notifications should make actions easy for Sales Team.​

8. Unlocking Business Potential by Integrating Salesforce with Microsoft Teams
Q&A

9. sales@appseconnect.com
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