Sales and Account Workspace

8x8 Sales & Account Workespace is a communication and collaboration tool that helps you build stronger relationships with customers and prospects. You can optimize your sales and account engagement workflows and focus on high-value, long-term deals and relationships. It is dedicated to account success managers, field sales, outside sales, client sales, account executives, and customer engagement roles. It uses Salesforce® as their company’s CRM.

  • 8x8 Sales Workspace is optimized for pre-sales workflows. It is dedicated to sales professionals working with prospects and opportunities and is available on 8x8 Work apps (Desktop, Web, and Mobile).
  • 8x8 Engage Account Workspace is optimized for post-sales workflows and focused on nurturing a sustainable account relationship, which integrates with Salesforce® and various calendars. It is only available for 8x8 Work for Desktopand 8x8 Work for Web.

The 8x8 Sales & Account Workespace integrates with Salesforce® and various calendars, including Office 365, Google, and iCloud. It enhances external and internal communications related to accounts and sales opportunities, featuring note-taking capabilities and automatic synchronization to the CRM.

The 8x8 Sales & Account Workespace solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals. As an 8x8 Work for Desktopand 8x8 Work for Web user, you now can communicate with your contacts and colleagues through a single window, as well as:

  • Import Salesforce® contacts and select Salesforce® List Views on Accounts that are imported into your workflow.
  • Link team rooms to their accounts to internally communicate and collaborate around your accounts all in one place.
  • Your interactions with the engaged contacts are automatically logged into Salesforce.

To activate the 8x8 Sales & Account Workespace (Beta):

  1. Go to Settings > Sales & Account Workspace (Beta) , and switch on the Sales & Account Workspace (Beta) toggle. You can disable this option anytime.

  2. Follow the activation steps described in the Sales & Account Workspace quick guide.

    Activate the Sales & Account Workspace

To learn how to manage opportunities and accounts in 8x8 Sales & Account Workespace, see 8x8 Sales and Account Workspace quick guide.

After activating the 8x8 Sales & Account Workespace, you can begin managing your opportunities and accounts directly through the 8x8 Work for Desktopand 8x8 Work for Web apps.

Note: Currently, accounts can only be managed from the 8x8 Work for Desktopand 8x8 Work for Web apps.

Manage opportunities and accounts in 8x8 Sales & Account Workspace

The 8x8 Sales Workspace solution is designed for sales professionals who work with prospects and opportunities. It offers an optimized sales workflow that focuses on high-value, long-term deals.

  • Go to Sales & Account Workspace (Beta) .

  • Select a relevant list view from Salesforce.

    • Sort and filter the list view.

  • Manage opportunity contacts.

    • Select an opportunity contact.

  • Communicate and collaborate with contacts.

    • Create or assign rooms for internal collaboration and communication

  • Access details about opportunities.

    • Consult insights and future actions related to an opportunity.
    • Consult your upcoming calendar events with this opportunity.
  • Identify opportunities from incoming calls

Manage opportunities in 8x8 Sales & Account Workspace

To learn how to manage opportunities, see 8x8 Sales and Account Workspace quick guide.

The Account Workspace solution is a communication and collaboration tool that helps you build stronger customer relationships and stay focused on high-value, long-term deals.

  • Select a relevant list view from Salesforce.

    • Sort and filter the list view.

  • Manage account contacts.

    • Select an account contact.

  • Communicate and collaborate with contacts.

    • Create or assign rooms for internal collaboration and communication

  • Access details about accounts.

    • Consult insights and future actions related to an account.
    • Consult your upcoming calendar events with this account.
  • Identify accounts from incoming calls

Manage accounts in 8x8 Sales & Account Workspace.

To learn how to manage opportunities, see 8x8 Sales and Account Workspace quick guide.