Drive Revenue with Salesforce CPQ Workflows Inside MS Teams

Troops integrates Salesforce CPQ to MS Teams helping your team quickly create, approve and process quotes.


Why Integrate?  

Help your team easily collaborate, approve and reject and progress quotes, and drive more deals from inside Microsoft Teams.

Notify Deal Teams When They Need to Take Action

Selling is a team sport, and many people need to get involved for the win. With Salesforce CPQ, your team doesn’t always know that it’s their turn to help, slowing the deal process down. Troops helps alert the right people at the right time inside MS Teams that they need to jump into the process:

Real time alerts in MS Teams for all stages of the Quote to Cash process
  • Alert team members when they need to review, approve, comment, or fulfill on quotes
  • Approve / Reject Quotes Directly From MS Teams - Remove approval bottlenecks that slow down and kill deals
  • Deliver a better customer experience by speeding up to end to end quote, contract and invoice process.

Drive Greater Visibility and Foster Better Collaboration

Ensure each quote is accurately configured, priced, and termed correctly.

  • Provide visibility on quotes to all key stakeholders, especially those who aren’t in Salesforce
  • Deal teams can quickly collaborate in MS Team on all elements of the quote including products and bundles, pricing, discounts, terms and conditions
  • Trigger downstream processes, including fulfillment, onboarding, and invoicing upon contract signing.
  • Speed up cash collections with reports delivered in MS Teams notifying Deal teams of past due accounts.