Q!365 | Integrate Microsoft 365, Teams & SharePoint
The vision of Q!365 Discover the seamless blend of Microsoft Office 365's diverse collaboration tools and Salesforce's structure, robust automation and organized workflows. Why compromise when you can have the advantages of both? Leverage Q!365 to streamline Microsoft 365 and boost Salesforce's strengths. This enables your users to work efficiently within a unified cloud platform, ensuring productivity and focus on their tasks. Q!365 handles the distribution. Q!365 offers user-friendly Lightning components to access Microsoft 365 data. Salesforce Developers can take advantage of the extensive Microsoft Graph API and tailor customized interconnected processes & automations between Salesforce and Microsoft 365. We frequently utilize our expertise to condense actions in our utility classes into a single line of code. Set up Inheritance for routine tasks such as attaching documentation to your Opportunity based on chosen products. This allows the Product Manager to handle tagging, ensuring your Sales team always has instant access to the latest information. Introducing the QKom team, a dedicated group of experts and enthusiasts passionate about Salesforce and Microsoft 365.
Top keywords
- 3658×4.60%
- microsoft6×3.45%
- microsoft 3654×2.30%
- salesforce3×1.72%
- access2×1.15%
- ensuring2×1.15%
- salesforce and microsoft2×1.15%
- salesforce's2×1.15%
- tasks2×1.15%
- team2×1.15%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- custom3×1.82%
- fields3×1.82%
- leads3×1.82%
- time3×1.82%
- advanced2×1.21%
- assign2×1.21%
- assignment2×1.21%
- capacity2×
