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What is Salesforce Anywhere?

Engage in effortless real-time collaboration within Salesforce to revolutionize your sales and service methodologies with top-tier templates, collaborative features, and instant alerts. It has never been easier to work together, no matter where you are located. Sales professionals can effectively drive sales and close more deals from any environment, while service teams are empowered to improve customer assistance and quickly resolve issues from any setting. Whether you are in a corporate office, on the move, or relaxing at home, you can conveniently share and discuss activities directly in Salesforce. By centralizing all your data, workflows, and conversations within Sales Cloud, you can eliminate chaos that often arises from using multiple emails, messaging tools, and various documents. Foster a collaborative atmosphere in Salesforce where your teams can brainstorm strategies, examine records, and analyze reports together. Each time you access Salesforce, you will find integrated documents and spreadsheets readily available, directly linked to your data. Utilize templates to optimize key business operations, such as account management strategies and closing plans, ensuring your teams are unified in addressing client needs. This collaborative framework not only boosts efficiency but also cultivates a deeper bond among team members, ultimately resulting in superior performance and outcomes. Enhanced interaction among team members can lead to creative solutions and a more dynamic workplace culture.

What is Annotate?

Create documents directly in Annotate and collaborate effectively throughout the writing journey. By simply pasting text from a pre-existing document, Annotate automatically provides a link to the original source, making fact-checking a breeze. This eliminates the need for insecure email attachments or file-sharing services when distributing documents. Everyone participating in your project or discussion can be invited to work together effortlessly in Annotate. Assemble the ideal team without the complications of managing several document versions. You maintain authority over who can view or edit the material, ensuring that confidential information stays protected. Rather than dealing with scattered conversations across chat platforms and email threads, you can promote discussions directly within the document itself. Whether you aim to comment on specific sections, paragraphs, or even single words, Annotate supports real-time chatting, document annotations, note additions, and task assignments to relevant team members, enhancing the entire collaboration experience. This holistic approach not only streamlines teamwork but also cultivates a more unified and productive atmosphere for all involved. Ultimately, Annotate transforms how teams engage and create, making collaboration more accessible and efficient.

Media

Media

Integrations Supported

BluLogix
Boost.ai
Delighted
Elastic Observability
Firstup
Kinective Bridge
Lyftrondata
Outgrow
Plecto
Quip
RadiantOne
Salesforce
Salesforce Data Cloud
Salesforce Marketing Cloud
Scoop Analytics
Taxi for Email
Toucan
Uptempo

Integrations Supported

BluLogix
Boost.ai
Delighted
Elastic Observability
Firstup
Kinective Bridge
Lyftrondata
Outgrow
Plecto
Quip
RadiantOne
Salesforce
Salesforce Data Cloud
Salesforce Marketing Cloud
Scoop Analytics
Taxi for Email
Toucan
Uptempo

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.salesforce.com/products/anywhere/overview/

Company Facts

Organization Name

Annotate Software

Date Founded

2005

Company Location

United Kingdom

Company Website

www.annotate.co

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Messaging

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Chat

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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