2020 has become the year where companies and business teams have had to learn to adapt and thrive in a virtual environment. With many of us unable to connect in-person, the ability to connect & collaborate with our teams within our CRM is more vital than ever. With this in mind, Salesforce is rolling out its new Salesforce Anywhere app. In this post, we will highlight some of the key features included with this app & how you can sign up to be a part of their Beta program.
What is the Salesforce Anywhere App? Salesforce describes it as an “app that helps every Salesforce user collaborate with teams, stay productive in their workflow, and keep up to date on their customers from anywhere with chat, alerts, comments and video embedded directly into the Salesforce experience.”
With Salesforce Anywhere organizations can:
· Sell, service and market from anywhere– powered by Salesforce Customer 360 and includes new industry-specific technology from Vlocity;
· Collaborate from anywhere – with the new Salesforce Anywhere app, which embeds chat, alerts, comments and video directly into the Salesforce experience;
· Work from anywhere – with a new employee service solution and new employee data model to enable organizations to build, manage and scale employee apps and services quickly and securely;
· Data from anywhere – with MuleSoft to integrate all data sources and Tableau to see and understand that data – unlocking insights to make better decisions, fast; and
· Skill up from anywhere – with new Einstein Recommendations for Trailhead and new learning content empowering anyone to help drive their company’s digital transformation.
Along with having your tools readily available, collaboration becomes a breeze too with the Salesforce Anywhere:
· Stay up to speed from anywhere: Users can subscribe to real-time alerts for any changes and updates made within Salesforce – whether it's accounts, records, opportunities or fields – and see these alerts across mobile and desktop. If a deal advances to a new stage, a service case gets revolved or escalated, or any field that matters gets updated, the entire team can get notified instantly.
· Collaborate in context: Teammates can start chatting, via instant message or video, while looking at the same page together within Salesforce. Salesforce will offer 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 screen sharing is necessary because users can always see which teammates are working on the same Salesforce page, and can even follow teammates to other parts of Salesforce, so 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, and get personalized suggested actions powered by Einstein to update the things you care about quickly.
To get signed up and start trialing the new Salesforce Anywhere app, click here!