Скачать или смотреть Create Salesforce Revenue Cloud Quotes Directly in Microsoft Teams with the Quoting Agent

In this demo, see how Centro brings Salesforce Revenue Cloud quoting directly into Microsoft Teams using an Agentforce quoting agent.

We walk through how a seller can:
• Access the Salesforce quoting agent inside Microsoft Teams
• Create a new quote by chatting with the agent
• Review quote details without leaving Teams
• Add product line items on the fly
• Confirm the quote instantly in Salesforce

This workflow keeps sales teams focused in Microsoft Teams while maintaining full accuracy and visibility inside Salesforce Revenue Cloud.

Ideal for revenue, sales ops, and Salesforce teams looking to reduce context switching and make quoting faster and more accessible, where work already happens.

Learn more about Centro’s Salesforce and Microsoft Teams integrations at https://www.centro.rocks