Sales teams need an online space to collaborate, securely work with sensitive data, and communicate with customers and clients. Microsoft Teams can serve as a shared workspace for sales teams to build proposals in collaboration with different stakeholders, and manage long-term projects and programs like training and sales readiness. Teams can help sales teams collaborate, report, and share information in one place accessible from anywhere. As a result, sales professionals, whether remote or in the office, are able to work together and meet sales objectives. Get your Sales teams started on Microsoft Teams with these 6 quick and simple steps.
1. To get started on Microsoft Teams, set up a new team for your entire sales department or for each sales segment.
2. The next important step is adding channels for Sales Readiness, Proposals, Sales Planning, and other general topics.
3. With Teams, you can easily hold meetings, and schedule reoccurring meetings like monthly business reviews.
4. Simply upload team files and documents to relevant channels for quick access and co-authoring. For example, you can add sales playbooks and guides to the Sales Readiness channel.
5. Easily pin apps used by the sales team to each channel to make important data and customer information accessible and secure.
6. Connect Teams channels to third-party services. For instance, you can connect RSS feeds to a channel for customer updates.