Salesforce Anywhere is here to help organizations unlock new levels of productivity and customer success for our new normal. There’s so much that you can do with the new feature from Salesforce, let’s dive into how teams can collaborate from anywhere with chats, alerts, comments, and video!
How Does Salesforce Anywhere Work?
With Salesforce Anywhere, it’s easy to work together even as you all work apart in different places. Your sales teams can sell and close deals virtually from literally any location with increased efficiency. Basically, whether you’re in the office, on the road, or at your kitchen table, you can share and discuss activity right within Salesforce. Let’s dive into three qualities about Salesforce Anywhere that your business will thrive on.
Access all data right where your team is working
With Salesforce Anywhere, you can capture all your data, processes, and conversations inside Sales Cloud so that it’s not scattered across email, chat apps, and files. You can give your teams space inside of Salesforce to collaborate on plans, discuss other records, and even analyze reports.
Keep sales and service on the same page
Whenever you open Salesforce, you’ll find embedded documents and spreadsheets connected to your data. Use these templates to scale key business processes, like account plans, to get teams on the same page for your customers.
Make smarter, faster decisions
Cut through the noise and focus on your most critical work. Subscribe to receive personalized, real-time alerts on high-ticket items to take immediate steps to drive your business forward. You also have access to suggested actions all powered by artificial intelligence (AI).
Benefits of Salesforce Anywhere
Stay up to speed with enhanced communication
Users can subscribe to real-time alerts for any changes and updates made within Salesforce, whether it’s accounting, records, opportunities, or fields. You’ll also be able to see these alerts across mobile and desktop devices. If a deal advances to a new stage, a service case gets updated, resolved, or escalated. The entire team is notified instantly.
Collaborate in context
Teammates can start chatting via instant message or video, while looking at the same page together within Salesforce. Salesforce offers a new native real-time chat and video experience powered by Amazon Chime. Zoom will also be offered as an out-of-the-box integration so that organizations can leverage their video conference of choice. No need to worry about screen sharing – users can always see which teammates are working on the same Salesforce page. Users can even follow teammates to other parts of Salesforce. Teams can instantly move from discussing one sales opportunity to another, and truly work side-by-side.
Take action in the moment
Use in-line comments to add your feedback to any part of a record that needs discussion. You can also get personalized suggested actions powered by Einstein Analytics to update the things you care about quickly.
Salesforce coupled with Quip documents and workspaces so that all team collaboration can now be done quick and easy within Salesforce. Since Quip is built on the Salesforce Platform, these features are customizable and governed by Salesforce permissions so customer data is secured and accessible to only those with assigned permissions.
We know times during the COVID-19 pandemic are hard. But with Salesforce’s new features, you can make sure that your business stays strong and doesn’t slow down due to the effects of the pandemic. Keep your business strong with these features and go digital! This includes accounting. Accounting Seed, Salesforce’s native accounting platform works seamlessly with all Salesforce-based solutions.
Sign up for a free demo to see how!