Introducing Collaboration & Chat Embedded Into Salesforce With The Salesforce Anywhere App

Think back to six months ago, when work was drastically different: sales reps were on the road, service agents in contact centers, marketers at big events. Fast forward to today, we are not as mobile as we once were. Our ideas of remote work have shifted from “on the go” or “in the car,” to working from anywhere and a calendar full of virtual meetings. And in this sudden shift to working from home, 67% of remote workers in the U.S. are interested in ​making this a more permanent situation​. Collaboration in this new distributed, all-digital, work-from-anywhere world creates new challenges for maintaining a high level of engagement and productivity. We asked ourselves how we could make teams more productive in this new normal.

Salesforce has taken their learnings from their collaboration tool for documents, ​Quip​ — contextual, mobile, consumer-friendly, and real-time — to reimagine collaboration within Salesforce. They have all sorts of collaboration tools available, but they pull you away to other windows, and your conversations, ideas and insights can easily get lost. They don’t enable you to collaborate in context, such as inside a record, or even on a field. Today Salesforce is introducing Salesforce Anywhere, embedding powerful collaboration capabilities directly within Salesforce. Like Salesforce Einstein, Anywhere is deeply integrated and infused across Customer 360, enabling a level of collaboration never before available.

A new App for embedded collaboration where you work

The Salesforce Anywhere App 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, a sales rep can change a deal status in Salesforce, immediately notifying the rest of her account team, who can then respond in a click to offer her support on next steps. It is simple, fast, and seamlessly a part of the team’s workflow within their CRM, whether they’re on desktop or mobile. Everyone easily stays up to date and keeps those collaboration processes inside the CRM — not spread across text messages and lost in email threads like before.

Salesforce Anywhere helps you:

  • Stay up to speed from anywhere:​ Subscribe to real-time alerts based on the accounts, records and opportunities that matter to you, and see them across mobile and desktop. A sales rep no longer has to ping the entire account team with an update; they are notified the moment she updates the status of a deal.
  • Collaborate in context:​ Message and share records, accounts, opportunities or open cases across your team with chat and video. 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. A sales rep can start a chat while looking at an opportunity page, and in a click can pivot to video to continue the conversation in the same space — no screen sharing needed, because you can see who is on the page with you. Or, a service manager can share an open case page with the entire team in a few clicks, so everyone can see the issue and sync on next steps.
  • Take action in the moment:​ Easily view all record history, including changes in records or updates down to the field level, and get personalized suggested actions powered by Einstein. After receiving an alert that a deal amount has changed, a manager can click into the opportunity, understand that the deal amount has increased a few times over the past few weeks. He’ll then see a suggestion to add manager notes to support the team as they work to close this deal — all in context of his workflow and on the same screen.

With the Salesforce Anywhere App, all of your data is in one place — workflows are seamless and data stays in your CRM. And because it’s built on the Salesforce Platform, these features are customizable and governed by Salesforce permissions, so customer data is secure.

Salesforce Anywhere Beta is available in July

You can sign up today for the Salesforce Anywhere Beta program, free for all current Salesforce customers and available on desktop and mobile in July. As part of their strategic partnership with Apple, they will be releasing a beta native iOS app, leveraging Apple’s best practices with features including Notifications and Accessibility as Salesforce Anywhere continues to evolve. The beta version will include Chat, Alerts, and Actions, and will be generally available later this year with a host of other features they have worked hard to bring you — including video, presence notifications that show who else is active on a record page, and the ability to connect with customers.

Salesforce will be showcasing the Salesforce Anywhere App later today at ​TrailheaDX​ – which is their annual developer conference — reimagined this year as a virtual experience that connects makers, builders, doers, and dreamers looking to improve their Salesforce skill set. You can join live for the keynote at 9am PT to see the app in action.

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