Microsoft and Salesforce have just become partners and Salesforce app and integration for Microsoft Teams will soon be available.
Microsoft Teams is the modern workplace currently chosen by many enterprises to collaborate and to communicate. An increasing number of companies are considering its adoption also as a Unified Communication system, as the platform of course is deeply integrated with Microsoft365 applications and allows to implement many integrations also with third-party apps, in a single platform.
Employees, in this way, are more productive and collaborative saving time without jumping from one platform to another. Microsoft knows its incredible potentials and pursues the road of integration as its business strategy against competitors.
Salesforce needs no introduction, as it is one of the biggest cloud-based software that provides CRM services to the enterprise. It helps more than 150,000 companies to drive results for sales, service, and marketing, providing insights on customers, prospects, and partners. Salesforce supports business growth providing companies with crucial information to use at the management level.
The integration of Salesforce in Microsoft Teams is a great news and a big opportunity for companies to better collaborate, and share numbers and records directly in chats, channels, and groups. The administrator of the Teams’ channels will define the level of visibility to keep privacy and security under control.
Sales and Service Cloud users could soon have the Salesforce app directly in their Teams panel without any additional costs if they have Enterprise or Unlimited editions of Teams. The app is downloadable in Microsoft’s AppSource or in the Microsoft Teams App Store.
This integration lets users focus on Salesforce data, organize them, collaborate, discuss, and create meetings to share them with other colleagues to create new business opportunities and reflect on sales and customer data.
“By connecting Salesforce CRM with Microsoft Teams, our joint customers can now benefit from a close connection of the chat and workspace capabilities of Teams alongside key information and actions from Salesforce – which makes team collaboration more focused and effective,” said Doug Camplejohn, Salesforce’s executive vice president and general manager of Sales Cloud, in this Microsoft official blog post.
In order to better create a strong and lasting relationship with customers, it’s also possible to share customer cards in the chats and pin them in the tab in a channel so colleagues can collaborate efficiently and can see with a click all the information about the customer they served.
Mida Solutions endorse the importance of CRM integration with customer service applications and for this reason, Mida Contact Center is already integrated with Salesforce and Dynamics, and on our roadmap, this is a development that will provide a more and more satisfactory user experience and advanced integration functionalities.
To know more about Mida products and their integration do not hesitate to contact us here.