nBold for Sales Directors
Sales processes made structured, consistent, and automated
We do the heavy lifting
You focus on what matters
Microsoft Teams Templates for Sales
Delivered outcomes:
- Sales Rooms in Teams for Salesforce opportunities
- One-stop shop for sales reps to collaborate on sales
- Seamless information flow between Teams and Salesforce
- Consistent execution throughout each deal
Seamless experience
You won’t even feel we’re there. Access templates from the Catalog built within your Teams window and create custom teams in seconds.
Smooth
information flow
Connect your tools to Teams and use them from a single location. Access the data stored in other apps even without respective license.
Cross-team
alignment
Know the what, when, where and how. Everyone in the team is on the same page and can start collaborating immediately.
Bid Management
If your business competes for tenders, you may need to create a separate team for each proposal.
Create a Bid Management Template so that your team can have a space for focused collaboration and immediate access all the required data.
Win time and always stay ahead of the game.
Deal Room
This is your digital sales room – a space that connects everyone in your organization working on a deal and incorporates all the necessary documentation and tools you might need to close a deal, including your CRM.
Bid Management
If your business competes for tenders, you may need to create a separate team for each proposal.
Create a Bid Management Template so that your team can have a space for focused collaboration and immediate access all the required data.
Win time and always stay ahead of the game.
Deal Room
This is your digital sales room – a space that connects everyone in your organization working on a deal and incorporates all the necessary documentation and tools you might need to close a deal, including your CRM.
See how it works
Account Management
Once you sign that big contract and get a new account for your business, you may want to have a separate team for it if it matches your business criteria.
Get an Account Management Template that incorporates all the needed information, tools, and policies. Then, next time you win a new account, you have a custom workspace for your whole team to work on account-related topics.
Customer Onboarding
Depending on the business you run, the customer onboarding time and activities may take some time. For some B2B SaaS companies it can be a complex process that requires collaboration of several teams: Sales, Customer Support, and Product.
To streamline this process, create a Template and use it for each customer onboarding.
Account Management
Once you sign that big contract and get a new account for your business, you may want to have a separate team for it if it matches your business criteria.
Get an Account Management Template that incorporates all the needed information, tools, and policies. Then, next time you win a new account, you have a custom workspace for your whole team to work on account-related topics.
Customer Onboarding
Depending on the business you run, the customer onboarding time and activities may take some time. For some B2B SaaS companies it can be a complex process that requires collaboration of several teams: Sales, Customer Support, and Product.
To streamline this process, create a Template and use it for each customer onboarding.
