WeTransact for Salesforce
Seamlessly Integrate Microsoft Co-Selling and Marketplace Deals
Overview
Seamlessly Integrate Microsoft Co-Selling and Marketplace Deals into Your Salesforce CRM
Find & register deals in one click Quickly spot your customers, register your co-sell deals with Microsoft, and track everything straight from your CRM. No juggling between tools.
Stay on top of your offers Easily create and customize private offers with flexible pricing, then track their status and updates, without leaving Salesforce.
Focus on the right accounts See which accounts are Microsoft-managed, have a cloud commit, or are ready to buy from a clear dashboard on your CRM. Map the best deals and contact them right away.
Simplify your sales workflows with WeTransact for Salesforce, now live on AppExchange. Designed to empower software sellers, our connector brings the best of Microsoft Marketplace and Co-Selling capabilities directly to your Salesforce Opportunity view. Here’s what you can do: Microsoft Co-Sell Opportunities Refer and track deals with Microsoft seamlessly. Quickly identify target accounts and streamline deal registrations—all without leaving Salesforce. Marketplace Private Offers Create and manage custom Marketplace deals directly from Salesforce. Tailor pricing, manage subscriptions, and track customer statuses through an intuitive interface. Visibility into Target Accounts Gain actionable insights on accounts with cloud commitments, Microsoft management, and Marketplace intent. Use this data to prioritize leads and close deals faster.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
- Supported Languages
- English