Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Workspace for Sales
- Business Need
- Collaboration
Workspace for Sales provides real-time messaging and file sharing between sales people and their extended sales team. Create a workspace from any open SFDC opportunity and invite co-workers and external partners to chat, share tasks and information.
Compatibility
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Listed On
- 03/25/2009
- Languages
- English
Security
Additional Details
Workspace for sales is a collaboration offering specifically focused on accelerating the sales cycle. It enables sales people to more effectively leverage both internal and partner resources and relationships to close deals – because selling is a “team sport.” Sales people create a collaborative space for any open SFDC opportunity and pull in people with expertise and knowledge to work on the deal. The application provides real-time group messaging, assignment of tasks and sharing of files, notes and bookmarks. Through deep integration with SFDC, Workspace also pushes all notes, tasks and activities, including partner activities, into the opportunity record. This capability eliminates tedious data entry for the sales team and results in richer and more complete opportunity data in the SFDC opportunity record. Team members can work efficiently from wherever they happen to be using their laptop, iPhone or Blackberry. Customers claim that the application increases the effectiveness of their sales team, differentiates them with their partner sales channel and provides them with richer and more complete opportunity data.