Salesforce

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. Everything 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…

Your Wish Is Our GoalQ!365 offers a variety of possibilities to automate a number of processes. Whether it's ones you might have already read about in other blogs, or experienced yourself. Our customers use automation in a variety of ways, some of which we would like to tell you about today.Thanks to the Graph API we can use the entire Microsoft environment. Whatever needs our customers may have that can be solved with it, we want to help solve. Whatever automation ideas you may have or be in need of, we'll help you make them real.Source: Datasciencetest.comHere is the list…

Bringing Swarming to Salesforce The concept of "Swarming" is currently a hot topic in the world of Customer Relationship Management. Swarming itself refers to a collaborative support model in which agents, engineers or other experts come together to work on cases or opportunities in real time. Rather than using the method of ticket escalation, this enables a faster and more efficient way of tackling these topics. Now, getting all those people into one group chat or channel can be a challenge - one that Salesforce thankfully just solved. Introducing: Salesforce Channels. Real-time collaboration, like swarming, enhances both customer support and…

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 filesAt 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 OverviewsIf you're viewing a document you…

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…