Sales, especially B2B sales, is hardly ever a 9-to-5 affair based solely out of the head office. And if the events of the past year have taught us...
Sales, especially B2B sales, is hardly ever a 9-to-5 affair based solely out of the head office. And if the events of the past year have taught us anything, it’s how critical it is to business that we are efficient from anyplace and at any time.
Take Vivaan for example. As Director of Sales for a large industrial business, he’s not surprised when he or his account executives are called day and night with customer requests. Prior to the pandemic, his team transferred knowledge and documentation somewhat manually with emails and notes. If an account executive moved on or needed a break, they’d need to spend days documenting the customer information that another would need to replace them.
Transferring accounts between reps was a months-long affair, during which customer experience balanced precariously. Reps could spend hours finding necessary customer information, often to learn it was out of date by the time they uncovered it. If a contact changed—or worse, a contract changed—and the account rep didn’t have up-to-the-minute information there could be a reckoning.
Sales teams like Vivaan’s needed better systems in place to share information and documentation that exists within and outside of the existing CRM system—in the field, at the office or when home. Once the pandemic hit, continual communication and the ability to share key documents and information at a moment’s notice became a necessity. The best-case scenario without it was wasted cycles spent in search of vital customer information; the worst case was lost customers.
The answer for Vivaan, and sales teams like his, is Microsoft Teams.
Microsoft Teams can transform your sales organization. But how, where do you start, and how can you maximize your investment? This guide will provide you with answers to all that with strategies and tips to get the most from the platform as your sales organization evolves.
Empowering Sales with Microsoft Teams
Take Control of Management, Collaboration and Knowledge
Keeping it in the Microsoft Family — or Not
Optimize Your Microsoft Teams Adoption
Tips and Tricks for Microsoft Teams Mastery
Use Planner Tabs to Organize Activities
Create Account Management Teams
Don’t Forget Training, Training and Retraining
Create a Request for Proposal (RFP) Channel
Invite Customers to Teams
Integrations and APIs
Better Together: How SHI Complements Microsoft Teams
