- What is CRM?\u00a0<\/a><\/li>
- Why do you need to integrate CRMs with Microsoft Teams?\u00a0<\/a><\/li>
- Dynamics 365 CRM\u00a0<\/a><\/li>
- Salesforce\u00a0CRM\u00a0<\/a><\/li>
- HubSpot\u00a0<\/a><\/li>
- Zoho\u00a0CRM App\u00a0<\/a><\/li>
- Pipedrive\u00a0for Sales Management\u00a0\u00a0<\/a><\/li>
- Microsoft Teams for sales management\u00a0<\/a><\/li>
- CRM and Microsoft Teams integration with nBold<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
<\/div>\n\n\n\nWhat is CRM? <\/h2>\n\n\n\n
CRM system is a software that allows you to automate and facilitate business processes. The CRM market is growing and improving every year, and all companies are trying to install the systems themselves: from small ones with 2-5 employees to large ones. Of course, the platforms themselves and their functionality are different. But their core is the customer base. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"CRM](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/0A815B9A-724B-4CBE-BB31-47BD5382721D.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nThe system allows you to better build interaction with customers: <\/p>\n\n\n\n
- \n
- Automation of business processes will allow you to process requests quickly and without errors<\/li>\n\n\n\n
- Working with the client base in a single platform simplifies its segmentation and launch of personalized offers<\/li>\n<\/ul>\n\n\n\n
CRM systems help organizations increase sales and employee efficiency. They clearly show analytics for the sales funnel and put all work processes in order. And that’s not all! <\/p>\n\n\n\n
Here’s what CRM can get you: <\/p>\n\n\n\n
- \n
- Record the history of relationships with all the current and potential clients of the company<\/li>\n\n\n\n
- Plan a schedule and set tasks for the day <\/li>\n\n\n\n
- Automatically generate online reports <\/li>\n\n\n\n
- Integrate a CRM with email, social networks, and calling systems <\/li>\n\n\n\n
- Manage finances <\/li>\n\n\n\n
- Calculate cost of services, etc. <\/li>\n<\/ul>\n\n\n\n
Overall, CRMs perform operational routine tasks: create documents and online reports, generate necessary tasks, send emails to customers, calculate the cost of services using a built-in calculator, remind of important dates, and automatically performs the necessary actions (for example, invoices or renews contract). The possibilities are truly endless and depend on the platform you choose. <\/p>\n\n\n\n
<\/div>\n\n\n\nWhy do you need to integrate CRMs with Microsoft Teams? <\/h2>\n\n\n\n
<\/div>\n\n\n\nMicrosoft Teams is a unique tool for collaborating, communicating, and sharing data across an organization. One of its key capabilities is a seamless integration with native and 3rd party apps. And CRM platforms are no exception. But why would you need this integration? <\/p>\n\n\n\n
1. Improved communication<\/h4>\n\n\n\n
Teams and CRM integration allows for seamless communication between team members, customers and leads. This can help improve response times, resolve customer issues more efficiently, and improve overall customer satisfaction.<\/p>\n\n\n\n
2. Efficient work<\/h4>\n\n\n\n
Integrating Teams and CRM can eliminate the need to switch between multiple tools and platforms, streamlining the workflow and reducing the risk of errors.<\/p>\n\n\n\n
3. Better collaboration<\/h4>\n\n\n\n
Teams and CRM integration allows team members to collaborate on customer interactions, cases, and leads in real-time, improving the overall quality of service and support and increasing customer satisfaction.<\/p>\n\n\n\n
4. Increased productivity<\/h4>\n\n\n\n
By integrating Teams and CRM, teams can access customer data, reports, and analytics from within Teams, eliminating the need to switch between multiple platforms and saving time.<\/p>\n\n\n\n
5. Enhanced data management<\/h4>\n\n\n\n
Integrating Teams and CRM ensures that customer data is updated in real-time, improving the accuracy and reliability of customer information.<\/p>\n\n\n\n
<\/div>\n\n\n\nThis looks great in theory. Now let’s take a look at real examples of popular CRMs and how they integrate with Microsoft Teams. <\/p>\n\n\n\n
<\/div>\n\n\n\n\u2192T\u00e9l\u00e9charger : Guide d'int\u00e9gration de Microsoft Teams et Salesforce<\/strong><\/a><\/p>\n\n\n\n
<\/div>\n\n\n\nDynamics 365 CRM <\/h2>\n\n\n\n
What is Dynamics 365 CRM? <\/h4>\n\n\n\n
Dynamics 365 is a set of intelligent business applications that help you run your business. There is more than a dozen of apps that fit into your needs for Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and much more. <\/p>\n\n\n\n
Dynamics 365 CRM can help you keep track of the sales pipeline, accounts, and customers and collaborate on sale deals with your team. This includes Dynamics 365 for Sales, Marketing, Customer Service, Project Service Automation, and Filed Service. Regarding the sales process optimization, Dynamics 365 Sales provides you with information about your prospects and customers. So, your team can plan and forecast the next interactions. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"Dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/Dynamics_365-1024x800.png\")
<\/a>Dynamics 365 <\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nIdeal Collaboration to build relationships <\/h5>\n\n\n\n
As a part of Office 365 Product, Dynamics 365 CRM gives you an amazing experience to connect data from different platforms. For instance, you\u2019re able to get insights from LinkedIn Sales Navigator and track profiles and insights as part of an account, contact, lead, and opportunity record. Next, you\u2019re able to optimize sales processes with multichannel communications such as softphone dialer or Outlook email templates. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"Dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/Dynamics_365_LinkedIn-1024x834.png\")
Dynamics 365 and LinkedIn Sales Navigator Integration<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nBoost productivity of your sales managers <\/h5>\n\n\n\n
With Dynamics 365 CRM you\u2019re able to reduce the number of manual tasks by getting suggestions to automate new records creation. In addition, with AI technologies you will be able to get proactive guidance such as internal relationships, icebreakers, next best actions, and much more. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/Dynamics_365_sales_hub-1024x576.png\")
Dynamics 365 Sales Capabilities <\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nAdapt to rapid changes <\/h5>\n\n\n\n
Control revenue with a flexible forecasting solution to avoid any risks. Build interactive dashboards and reports to track your sales team performance and deliver more effective coaching. Moreover, you can use a flexible and no-code tool to quickly implement the next best action recommendations for your team. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/dynamics_365_repots-1024x576.png\")
Dynamics 365 Sales Capabilities<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\n<\/div>\n\n\n\nHow to integrate Dynamics 365 CRM with Microsoft Teams? <\/h4>\n\n\n\n
As usual, you can add Dynamics 365 as a new tab in the right team. By doing so, you will be able to collaborate on any information, such as customer accounts, opportunities, and more without leaving Teams. After connecting Dynamics 365 you can select Entity Selection or View Selection. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"integrating](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/F05C744B-5BE4-407B-A210-C25AF033B39A-1024x583.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n1. Entity Selection <\/h5>\n\n\n\n
By choosing Entity Selection, you can add any records to your channel tab. If you\u2019re an owner, you will be able to edit records right from Microsoft Teams. Changes will be synchronized with the customer engagement app in Dynamics 365. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"Dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/teams-dynamics-365.png\")
Int\u00e9gration de Microsoft Teams <\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\n2. View Selection <\/h5>\n\n\n\n
Also, you can add available views as a new tab. Just choose your own or organizational views and track any activities and changes right from a Teams channel. Thus, you will be able to work with your team members on customer information and share files right from Microsoft Teams.<\/p>\n\n\n\n
<\/div>\n\n\n\n![\"Dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/teams-dynamics-365-view.jpg\")
Int\u00e9gration de Microsoft Teams<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\n3. Have conversations with colleagues <\/h5>\n\n\n\n
Easily start a new conversation right from a channel tab or set up a video meeting. Mention your team members, communicate on key deals, and quickly react to any changes. On the other hand, you can collaborate with your colleagues from Dynamics 365 app. On a record page, click on Collaborate and display a list with all the connected Teams channels. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"Dynamics](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/02\/teams-dynamics-start-conversation.png\")
Int\u00e9gration de Microsoft Teams<\/a><\/figcaption><\/figure>\n\n\n\n <\/div>\n\n\n\nDynamics 365, Microsoft’s own CRM system, offers a seamless integration with Microsoft Teams, allowing users to access customer information, create and collaborate on deals, and track progress in real-time<\/p>\n\n\n\n
<\/div>\n\n\n\nSalesforce CRM <\/h2>\n\n\n\n
What is Salesforce? <\/h4>\n\n\n\n
![\"salesforce](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/Salesforce_logo.svg_-1024x717.png\")
<\/figure>\n\n\n\nChances are you\u2019ve already about Salesforce CRM. It\u2019s a cloud-based software to connect marketing, inside sales, commerce, and services into one platform. With Salesforce you can manage your contacts, opportunities, create sales reports, automate marketing campaign, and much more.<\/p>\n\n\n\n
<\/div>\n\n\n\nContact Management <\/h5>\n\n\n\n
With this cloud-based platform you can collect all needed information about your customers, such as activity history, any communication you\u2019ve had with them, and even detailed information from social media. <\/p>\n\n\n\n
Opportunities and Account Management <\/h5>\n\n\n\n
Collect any information about sales deals with customizable sales dashboards. Track where each prospect is in terms of sales process stage, product interests, and any upcoming actions that need to be taken. <\/p>\n\n\n\n
Marketing Automation <\/h5>\n\n\n\n
With AI technologies you can identify new customer segments, forecast marketing conditions, and, in general, improve lead management and prospecting. This allows you to target the right customers at the right time and increase your efficiency. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"salesforce\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/sales-dashboard.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nInt\u00e9gration de Salesforce et de Microsoft Teams <\/h4>\n\n\n\n
By connecting Salesforce to Microsoft Teams, you get your team members the possibility to mention and interact with Salesforce records directly from Microsoft Teams environment. <\/p>\n\n\n\n
For example, with Teams and Salesforce integration, you can mention any Salesforce records in a team channel or chat. Next, you\u2019re able to easily preview the records without leaving Teams. Finally, add Salesforce record right to your Teams tab and simplify your collaboration on opportunities and accounts. En savoir plus<\/a> about Salesforce and Microsoft Teams integration.<\/em><\/strong><\/p>\n\n\n\n
<\/div>\n\n\n\n![\"salesforce](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/117FAB86-85B8-4C09-8FA8-D58E92639353.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nWould you like to know how to improve collaborative processes at scale? Integrate Salesforce with Microsoft Teams templates<\/a> : <\/p>\n\n\n\n
- \n
- Get a team to collaborate around accounts <\/li>\n\n\n\n
- Collaborate around opportunities with Teams templates <\/li>\n\n\n\n
- Work with Teams files right from Salesforce <\/li>\n<\/ul>\n\n\n\n
- Why do you need to integrate CRMs with Microsoft Teams?\u00a0<\/a><\/li>