Bring Teams Closer into Your CRM
If you’ve been following our blogs, you already know of Q!365’s compatibility creation of Teams Meetings, including Embedded Teams Chat (Add link when uploaded) as well as managing MS Teams Shared Channels from within Salesforce.
Today, we’d like to present a new component that focuses on viewing availability and the ability to connect with contacts and leads from within Salesforce itself that works on both your desktop Teams client as well as the Teams mobile app.
Whether it’s just a quick checkup if somebody is online, away or busy, or immediately start a meeting or call with them, all relevant info can now be displayed and easily accessed, allowing for a fast and easy way for communication within your contacts.
(Video) Calling Teams and Mobile Phones
When viewing a contact or lead, you’re able to immediately view the availability within Teams (if they have MS Teams) along with other details, as well as have a simple and efficient way to call them directly on a video call on Teams or their (mobile) phone via Click To Dial while still working in Salesforce – if you have a Teams Phone License.
Empowering the Mobile Salesforce app
This also applies to your mobile version of Salesforce to make sure you can easily access and reach all your contacts, leads, etc. from within the Salesforce app itself.
With this, we’re bridging Salesforce and Teams even more, enabling features within your CRM and ensuring that you easily see if somebody is available (if Teams is used and the information is exposed) and so you can optimize your next action by contacting them on phone or video with one click.
All of these features are part of the standard license and are included in your Q!365 license.
Curious to learn more?
Q!365 functions as a bridge between Salesforce and M365 and offers solutions to a variety of challenges.
If you have any questions or would like a demonstration, please feel free to contact us at any time.