Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
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
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.
- Lightning ReadyEditable CodeMultiple Currencies