What's new in Beta for the 8x8 Work for Desktop users?

In the Beta version of 8x8 Work for Desktop, we have added the following features and enhancements:

8x8 Engage Account Workspace - Salesforce integration (Beta)

With the 8x8 Work for Desktop 8.18 release, we have introduced the 8x8 Engage Account Workspace a tool optimized for post-sales workflows, which integrates with Salesforce® and various calendars.

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. 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.

Azure Virtual Desktop optimization (Beta)

Starting with the 8.16 version for 8x8 Work for Desktop and 8.15 version for 8x8 Work for Web, 8x8 Work has integrated with Azure to enhance the quality of audio calls. This optimization is aimed at telephony users operating in an Azure Virtual Desktop environment.

To learn more about this integration, see the Azure Integration with 8x8 Work for Dekstop/Web article, to learn more.