Explore the Salesforce Anywhere features that can help accelerate your business.

With Salesforce Anywhere, you can maintain visibility, reimagine sales processes, collaborate in real time, and take action from anywhere.

 
 

Stay Informed

Stay on top of every deal.

Now it’s easier than ever to get the big-picture view of your business. And you can dive down into the finer details with a single swipe.

 

Get updates with real-time alerts.

Stay up to speed on important developments as they happen. Get alerts on any device any time there’s a change to a record you care about.

Connect with your team as you work.

Whether you’re in a document, spreadsheet, or team chat, you know when your teammates are there with you and can follow what they’re doing.
 

Keep Salesforce data at the center of teamwork.

Salesforce Anywhere is real-time collaboration built for Salesforce. That means data is always live and ready to update with the proper permissions.

Sell and service from anywhere.

Real time means any time, anywhere. Salesforce Anywhere’s mobile apps give everyone on the team access to the latest updates in Salesforce.
 

Standardize Processes

Streamline sales and service so your business can scale and flourish.

With proven processes, every rep can win deals and satisfy customers.

 

Do good work faster with document templates.

Add templates to any Salesforce record to streamline processes like Account Plans, Close Plans, and Qualification Notes.

Use templates at every step of your funnel.

Use Flow and Process Builder to make sure reps and agents follow processes that require them to use templates before they can move on.
 

Speed up processes throughout the customer journey.

Automate templates to support reps when they move a deal to the next stage. Salesforce will even populate documents with corresponding, live record, list, and report data.

Instantly share with the right people.

Automatically share Account Plans and Close Plans with your team, so everyone stays on the same page.
 

Collaborate in real time

Work as a team in documents, spreadsheets, and chat.

Transform your CRM experience with modern, social collaboration in the context of your critical Salesforce data.

 

Get real-time alerts and respond instantly in contextual team chats.

Time kills deals. Reps and agents can stay up to speed on important developments as they happen and jump into team chats to sort out next steps.

Create collaborative workspaces wherever you work.

Anywhere is built to help teams work faster in Salesforce. With up-to-date docs and spreadsheets, edits and messages happen in real time.
 

Keep customer context top of mind.

Data is always live and ready to update. In any document, spreadsheet, or team chat, you can see live Salesforce records, lists, reports, and even Tableau CRM.

Share Salesforce records instantly with your team.

No more switching apps or extra emails. Forward records in contextual team chats instantly and make decisions in real time without leaving Salesforce.
 

Make Smart Decisions

Work together right in a customer's record.

With Salesforce Anywhere, sales and service teams can do everything right inside Salesforce.

 

Discover actions and take them right there.

Help your teams prioritize workloads. Whenever team members get an alert, they’ll find a suggested action pushed directly to them, proposing next steps.

Share Salesforce records instantly with your team.

No more switching apps or extra emails. Forward records in contextual team chats instantly and make decisions in real time without leaving Salesforce.
 

Help reps and agents close deals and cases efficiently.

Add project trackers to any document template to take the guesswork out of running deals and cases. Your team can define, assign, and track what needs to get done.

Streamline customer meetings and note-taking.

Salesforce Anywhere offers an easy way to log notes to Salesforce. Keep track of critical knowledge to keep the account team informed, aligned, and ready to drive deals faster.
 
 
 

Ready to learn more about Salesforce Anywhere?

Check out “The Beginner’s Guide to Selling from Anywhere” to see how Salesforce Anywhere can transform your business in three simple steps.