Introduction

About SalesTim for Salesforce

Today’s salespeople are on twice as many teams compared to five years ago. They work with an average of six decision makers and 16 colleagues to close a deal. The modern sales environment requires faster collaboration with more people and more data. SalesTim for Salesforce brings together the capabilities that salespeople need to collaborate more effectively from both the CRM and Microsoft Office 365.

SalesTim for Salesforce connects CRM accounts, opportunities and contacts to Microsoft Teams teams, channels and notifications. With the connected Microsoft Teams teams and channels, sales teams can communicate more effectively through persistent chat sessions across the Microsoft Teams and Salesforce records, ensuring no one misses the latest conversations.

Users can share and coauthor sales collateral with their entire team seamlessly from either Microsoft Teams or Salesforce. Files get stored in one central location, ensuring the entire team has easy, consistent, and secure access to the latest documents.

SalesTim for Salesforce provides the following:

  • Collaboration hub: Access records together with the Office applications you need to close deals.
  • Cross-functional collaboration: Work together with customers and any colleague across functions, even if they aren’t a Salesforce user, reducing your Salesforce licensing burden.
  • File integration: Co-author documents using Office 365 and automatically sync to Dynamics 365 for Customer Engagement apps.
  • Teams mobile app: Search and update records from Microsoft Teams mobile app using the SalesTim assistant bot while on the go.

Getting Started

User Guides