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Empower Your Team with Salesforce Anywhere for Customer 360

Learning Objectives

After completing this unit, you’ll be able to:

  • Summarize the ways Salesforce Anywhere for Customer 360 can improve efficiency and solve problems.
  • Understand the value of Salesforce Anywhere for Customer 360.

How many times have you tried to locate a document for a client only to be met with an empty folder? Frustrated, you wonder why no one on your team follows the best practices you’ve put in place. If everyone handled collaborative documents the same way, accessing them would be easier, and you’d be able to provide the highest level of client service.

Unfortunately, even the best processes rarely stick. If your team is like most, you have a set of “best practices” for most business activities—but whether people actually follow those is another story. Why the lack of adoption?

Usually, the problem isn’t that people are lazy or apathetic. They just find the formal processes too disjointed, detailed, or time consuming to be realistic. After all, it’s difficult to stay aligned when each group is working with different templates and materials. When teams do collaborate, version control can be challenging, so no one knows what the most updated file is. Plus, when data lives outside of Salesforce, it’s hard to get everyone to pull the data in the same way.

Enter Salesforce Anywhere for Customer 360

The root of this issue isn’t people’s willingness to collaborate—it’s the lack of resources. Every team and leader needs productive collaboration that’s tailored to their business processes in their CRM. This is why we created Salesforce Anywhere for Customer 360 to integrate Salesforce Anywhere directly within Salesforce.

You get more out of Salesforce when you connect your Salesforce org to Salesforce Anywhere. Salesforce Anywhere users can attach Salesforce Anywhere documents to records, embed live Salesforce data into a Salesforce Anywhere document, and collaborate within Salesforce. Before, when your data lived outside of Salesforce, it followed that the related processes did too. Salesforce Anywhere for Customer 360 brings the data and related processes into Salesforce for a seamless experience.

These features and more help your team solve specific issues, standardize processes, and ultimately save time and resources. Plus, the great thing about Salesforce Anywhere for Customer 360 is that it can be used by anyone, regardless of segment, location, or industry. While Salesforce Anywhere is a great tool for promoting collaboration, Salesforce Anywhere for Customer 360 (also known as Salesforce Anywhere for Salesforce) solves problems specific to your team, whether they’re process-related bottlenecks or slowdowns in a specific phase of your sales cycle. 

What’s Your Bottleneck?

To get the most out of Salesforce Anywhere for Customer 360, think of a specific issue for your team. Then talk to your sales leaders about what issues they want to prioritize solving. Then, use these insights to inform how you choose to lay out this page and use it with your team.

Emma, owner of Choco Chocolate Company, stands in the middle of a room looking perplexed with her hands in the air. Four other salespeople are in the room with her. One looks bored and is on hold on the phone, one has his hand on his chin and is sorting through a file folder looking lost, and the last is checking a white board looking confused.

Let’s use the fictional Choco Chocolate Company as an example. Owner Emma Rivera has noticed her team struggles with standardizing sales processes and version controls for documentation. Everyone on her team handles sales differently; there are no parameters for document standardization or schedules for sharing information. Throughout this module, we follow Emma and her team as they explore how Salesforce Anywhere for Customer 360 can streamline their processes and standardize their approach. 



For ideas on how to get started—whether you’re using Sales, Services, or Marketing Cloud—check out templates that other teams are using now.

Emma’s team needs to implement Salesforce Anywhere for Customer 360, which we cover in our next unit. They need to connect their Salesforce org to the Salesforce Anywhere platform, so that all Salesforce Anywhere features are accessible and integrated with their Salesforce system. By spending a little extra time now, Emma and team can save invaluable hours later. 


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