Salesforce

Stay in Sync With Your Favorite Files Whenever there is a file you're interested in in SharePoint, you can track the document of your choice by following it to keep a close eye on it and any updates regarding your document. Not all workflows work flawlessly and always get updated. Because of this, most users tend to favorite or follow files that they need to stay on top of. Q!365 solves this problem. After receiving customer feedback, we figured out a way to incorporate favorite files in OneDrive into Salesforce. Throughout the entirety of Salesforce and SharePoint, you can now…

Adding 300 Formats to Q!365 including the brand new Loop files At the end of March 2024 Microsoft introduced new performance, collaboration and interactivity upgrades to the file viewer in Microsoft 365. With that update, previewing files is now possible without needing the specific app to open said files or even having to download them. Now, Q365! offers the same options to allow all the new supported file formats to work the very same way - including within Salesforce! No matter if it's videos, PDF files, drawings or other file types. Everything is accessible. Information and Action Overviews If you're…

Bring Teams Closer into Your CRMIf you've been following our blogs, you already know of Q!365's compatibility creation of Teams Meetings. This includes Embedded Teams Chat  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. All from within Salesforce itself as solution that works on both your desktop Teams client as well as the Teams mobile app.All relevant info can now be displayed and easily accessed, allowing for a fast and easy way for communication within your…

Staying Connected and Engaging from AnywhereAccess your SharePoint or Teams with your Salesforce mobile app from anywhere! Whether you're with a client, on the road or elsewhere, there is now a new possibility to access all your relevant files for your CRM with a new, intuitive and fast solution. Introducing: Q!365 Mobile.Q!365 Mobile allows you to increase your reach, work, upload, download, update and share links and files from anywhere while remaining in the custom Object or Opportunity related to what you're working on. Work from your mobile device and stay updated with the client, your team and anyone else.Intuitive…

The Power of Connected CollaborationWhether you work in the office or remote from home, staying in direct contact with colleagues to work on solutions together, to get updates on opportunities or more is a key aspect of a successful and efficient work environment. In most cases, when working with Salesforce, you'll use Chatter for notes and updates - oftentimes that is not enough to communicate with the people you need to. This results in needing to communicate via one of the other  regular solutions: E-Mails, MS Teams, Slack, and so on. Given the lack of context and the need for…