For Salesforce account executives

Win Salesforce Voice deals in Microsoft-heavy accounts.

When Teams Phone blocks a Salesforce Voice deal, your quota is on the line. Unaric is the native Microsoft Teams + Salesforce Voice integration. The customer keeps Teams. You attach Salesforce Voice on top. No rip-and-replace.

Got a deal? Email Adam

Book 15 min

Adam Dale

Head of Alliances

Salesforce co-sell, deal qualification, and partner revenue credit.

$15 million

Salesforce win at BDO vs SugarCRM. Native Teams + Salesforce was non-negotiable in the RFP.

4,400 users

Salesforce Voice expansion at a U.S. insurer. Teams Phone blocker removed. 5-year enterprise contract signed.

Bring Unaric into the deal when Teams Phone is mandated.

Use these signals to spot Teams-first Salesforce Voice opportunities.

Unaric is not in the audio path. Live call audio does not pass through Unaric services.

Native Teams Phone + Salesforce integration is non-negotiable

Customer is regulated or security-conscious

IT or procurement does not want another telephony platform

Telephony rip-and-replace would slow or block the deal

If Teams Phone is staying and Salesforce Voice is in scope, bring Unaric in early.

Why Unaric helps Salesforce win Teams-first Voice deals.

No forced phone-system replacement

Attach Salesforce Voice without forcing a separate phone platform into the deal.

Every call, on any device, lands in Salesforce

Calls from Teams desktop, Teams mobile, and desk phones all get captured and written to Salesforce.

Strong fit for regulated and security-conscious accounts

No extra voice platform between Microsoft and Salesforce. A cleaner path through IT, procurement, and compliance.

Typical onboarding is two authorizations plus a managed package install. Live in days, not months.

How Salesforce wins Teams-first Voice deals with Unaric.

$15M Salesforce win at
BDO vs SugarCRM.

Blocker

Native Teams + Salesforce integration was non-negotiable in the RFP. No native fit, no deal.

Fix

Unaric delivered the native Teams + Salesforce path BDO required for 800 users.

Outcome

Salesforce beat SugarCRM and closed the $15M deal.

When native Teams + Salesforce is mandatory, the AE has a path to win without forcing rip-and-replace.

4,400-user Salesforce Voice expansion at a U.S. insurer.

Blocker

Salesforce Voice rollout was in plan, but broader expansion was blocked when Teams Phone became the mandated telephony path.

Fix

Unaric removed the Teams blocker across desktop and mobile use cases.