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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 Convo?

Convo is a collaborative workspace that goes beyond conventional messaging platforms; it enables not just rapid communications but also fosters in-depth conversations about work-related ideas and documents. This platform skillfully combines both asynchronous and synchronous communication methods, cultivating a robust team culture that ultimately boosts team performance. By enhancing communication for on-site employees, Convo effectively connects diverse teams and encourages immediate collaboration. It also tackles the isolation frequently faced by non-desk teams by offering a holistic multi-channel communication tool that unifies these groups. Instead of overhauling established processes, successful companies utilize Convo to design smart and streamlined workflows that automate repetitive tasks, thereby conserving valuable time each week while ensuring critical procedures are reliably followed. Additionally, by automating complex, approval-driven workflows across various departments, Convo enables users from all sectors of the organization to handle their workflows autonomously, without requiring coding expertise. This forward-thinking strategy not only boosts productivity but also equips organizations to respond rapidly to evolving demands and obstacles, allowing for a more agile work environment. Ultimately, Convo fosters an inclusive and efficient approach to teamwork that can transform the way organizations function.

Media

Media

Integrations Supported

BluLogix
Boost.ai
Box
Dropbox
Elastic Observability
Firstup
Mobile2CRM
Quip
RadiantOne
Rambox
Salesforce
Salesforce Essentials
Salesforce Service Cloud
Scoop Analytics
Stackreaction
Taxi for Email
Toucan
Wufoo
Zapier

Integrations Supported

BluLogix
Boost.ai
Box
Dropbox
Elastic Observability
Firstup
Mobile2CRM
Quip
RadiantOne
Rambox
Salesforce
Salesforce Essentials
Salesforce Service Cloud
Scoop Analytics
Stackreaction
Taxi for Email
Toucan
Wufoo
Zapier

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

Convo

Date Founded

2012

Company Location

United States

Company Website

www.convo.com

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

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

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

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