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Can Salesforce Anywhere Help Your Team Collaborate on Projects?

January 31, 2022 in

For many businesses, remote and hybrid work is becoming increasingly crucial for business continuity. The COVID-19 pandemic has accelerated the need for digital transformation and connectivity, and organizations around the world are searching for flexible tools for remote collaboration. 

Salesforce Anywhere is one solution that can help teams everywhere collaborate on projects. If your team is working on a remote or hybrid basis, adopting this application into your Salesforce environ can help increase productivity and efficiency across your organization.  

What Is Salesforce Anywhere?

Salesforce Anywhere, launched by Salesforce in June 2020, is a feature that helps teams collaborate remotely on Salesforce records and processes. This application integrates chat, alert, comment, and video functionalities into the Salesforce customer relationship management (CRM) platform. 

Teams can use Salesforce Anywhere to capture data, manage key business processes, and accelerate decision making. Salesforce Anywhere also includes embedded real-time data from Quip, another application where teams can manage documents, spreadsheets, and business process templates. 

Key Features of Salesforce Anywhere

Like other Salesforce applications, such as Einstein and Customer 360, Salesforce Anywhere centralizes key collaboration tools in one location. Sales representatives, marketing professionals, C-suite executives, and many others can leverage Salesforce Anywhere to manage workflows and track communications.

Salesforce Anywhere includes several key features, such as the following.

  • Salesforce Anywhere captures all data, processes, and conversations inside of Sales Cloud, a Salesforce application used by sales teams to manage leads and contacts. In one location, teams can view communications instead of tracking information across emails and other apps.
  • Salesforce Anywhere delivers personalized alerts in real time to help team members stay on top of high-priority tasks. These customized actions are powered by Einstein, Salesforce’s artificial intelligence (AI) platform.
  • Thanks to Quip integration, teams can view embedded documents and spreadsheets updated with real-time data. Teams are able to stay on the same page in terms of customer management and key business processes, reducing complexity.

Why Should You Implement Salesforce Anywhere? 

With Salesforce Anywhere, teams across disparate locations receive the same information, at the same time, and can collaborate with other members as needed. By leveraging real-time alerts for changes and updates, organizations can enhance communications and reduce errors due to outdated or inaccurate information. 

Team members are able to collaborate via instant message or video chatting capabilities integrated directly into the Platform. Users can work on the same Salesforce page at the same time from different locations, eliminating the need for screen sharing. With this solution, teams are able to truly collaborate in real time, driving efficiency.

Salesforce Anywhere also includes advanced capabilities and insights powered by AI, which supports actionable decision making.  By leveraging these insights, teams are empowered to act to close deals, capture conversions, and streamline business processes.

Contact HigherEchelon Today

Organizations around the world are transforming their operations using Salesforce and its suite of applications and features. If your team is working remotely, adopting Salesforce Anywhere can streamline communications and enhance project collaboration, supporting productivity.

If you are interested in implementing Salesforce at your organization, the specialists at HigherEchelon can help. We specialize in configuring Salesforce to meet unique business needs, supporting growth and efficiency. Contact us today to learn more about our Salesforce implementation services.