- Why do you need a Key Account Management Template in Microsoft Teams?<\/a>
- Guide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/a><\/li><\/ul><\/li>
- Advanced Key Account Management Template for Microsoft Teams<\/a>
- Canaux standards et priv\u00e9s\u00a0<\/a><\/li>
- File and folder\u00a0management\u00a0\u00a0<\/a><\/li>
- Pre-build set of tasks\u00a0\u00a0<\/a><\/li>
- Set up meetings \u2013 Calendar Tab\u00a0<\/a><\/li>
- Collect feedback from customers\u00a0with Forms\u00a0\u00a0<\/a><\/li>
- Stay informed with company\u2019s news\u00a0<\/a><\/li>
- Get\u00a0the\u00a0right people\u00a0<\/a><\/li><\/ul><\/li>
- How to build Key Account Management Template in Microsoft Teams?\u00a0\u00a0<\/a><\/li>
- Integrate Salesforce with Microsoft Teams templates\u00a0<\/a>
- Get automatically created team when an account is created\u00a0\u00a0<\/a><\/li>
- Get channel in a right team when an account is created\u00a0\u00a0<\/a><\/li>
- Delete or archive teams\u00a0\u00a0<\/a><\/li>
- Set up additional properties\u00a0\u00a0<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
<\/div>\n\n\n\nWhy do you need a Key Account Management Template in Microsoft Teams?<\/h2>\n\n\n\n
Improve operational management <\/strong> <\/p>\n\n\n\n
With Microsoft Teams templates you\u2019re able to improve your operations with the same level of execution from one account management team to another. Hence, manage customer relationships in a structured workspace without a mess in teams. <\/p>\n\n\n\n
<\/div>\n\n\n\nCreate a standard execution playbook <\/strong><\/p>\n\n\n\n
With Account Management templates you can create a standard execution playbook for building relationships with your customers. Provide your team a structured workspace with all the content and tools they need. This way, they will always be ready for different scenarios. <\/p>\n\n\n\n
![\"Account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/customer-service-executives-working-at-office-3E8KRAW-1024x683.jpg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nAm\u00e9liorer la collaboration <\/strong><\/p>\n\n\n\n
On one side, account managers must communicate with customers and develop long-term relationships with them. On the other, account managers collaborate with other colleagues from sales and customer support teams. With a structured and simple workplace, you can improve your collaboration and grow your business while following your company\u2019s vision and mission. <\/p>\n\n\n\n
<\/div>\n\n\n\nReduce time spent on performing manual tasks <\/strong><\/p>\n\n\n\n
Automate team creation and spend less time on building collaboration space and managing Teams governance. Therefore, you will have more time for important tasks, such as ensuring customer satisfaction and building long-term partnerships. <\/p>\n\n\n\n
<\/div>\n\n\n\nBuild strong relationships with customers <\/strong><\/p>\n\n\n\n
Finally, when your internal processes are streamlined and structured, you can share externally the right content at the right time. By quickly responding to the clients’ needs and providing effective service solutions, you will build strong and trustful relationships with customers and partners. <\/p>\n\n\n\n
<\/div>\n\n\n\n![\"\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2022\/10\/Guide-1024x576.png\")
<\/figure>\nGuide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/h3>\n\n\n\n
- \n
- Pourquoi int\u00e9grer Salesforce \u00e0 Teams ?<\/li>\n\n\n\n
- Toutes les possibilit\u00e9s d'int\u00e9gration <\/li>\n\n\n\n
- Cas d'utilisation les plus demand\u00e9s<\/li>\n\n\n\n
- Comment configurer les int\u00e9grations<\/li>\n<\/ul>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tT\u00e9l\u00e9charger<\/strong><\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div><\/div><\/div>\n\n\n\n<\/div>\n\n\n\n
Advanced Key Account Management Template for Microsoft Teams<\/h2>\n\n\n\n
<\/div>\n\n\n\nCanaux standards et priv\u00e9s <\/h4>\n\n\n\n
![\"key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/06\/5C44419B-AE28-455C-9662-46A64CA8EFB4.png\")
<\/figure>\n\n\n\nCreate a team in Microsoft Teams for each of your key customers to develop relationships and provide high-quality services. You can create standard and private channels where your team can share content, updates, and news. Let\u2019s see an example of the Key Account Management template with standard and private channels: <\/p>\n\n\n\n
- \n
- Customer support<\/em> – to collect customers’ feedback and quickly react on any needs. <\/li>\n\n\n\n
- Planning \u2013 to manage daily tasks and develop a long-term strategy. <\/li>\n\n\n\n
- Team meetings \u2013 to collaborate with sales reps, share internal news and set up customer meetings. <\/li>\n\n\n\n
- Flux d'opportunit\u00e9s<\/em> \u2013 to retain customer\u2019s businesses and develop those opportunities. <\/li>\n<\/ul>\n\n\n\n
In addition, create Contracts Licensing<\/em> private channels to share important financial documentation, agreements, and signed contracts. <\/p>\n\n\n\n
<\/div>\n\n\n\nFile and folder management <\/h4>\n\n\n\n
Next, upload documentation and create folders to store and share files. Therefore, your team members will have quick access to important files and guidelines without loss of information: <\/p>\n\n\n\n
- \n
- Account Management Guidelines<\/li>\n\n\n\n
- Templates for contracts and agreements <\/li>\n\n\n\n
- Your internal technical documentation, such as privacy policies, terms of service, etc <\/li>\n\n\n\n
- Codes of practices, use cases playbook <\/li>\n\n\n\n
- Account Management strategic plan, and so on. <\/li>\n<\/ul>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/2740BC9F-8AC5-49D4-8CE5-47562FFF50C5-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nLearn about best practices for effective document management in Microsoft Teams<\/a> <\/p>\n\n\n\n
<\/div>\n\n\n\nPre-build set of tasks <\/h4>\n\n\n\n
Add planner as a new tab and easily manage the daily tasks of your account management team. With Planner, you can easily create buckets with steps and create boards with tasks for your team. Create a task, assign it to any team member, add checklists, attach files and links, and collaborate on tasks via comments and notes. Moreover, you can choose different Planner views, for instance, a Calendar to plan your workdays or Charts to manage progress and overdue.<\/p>\n\n\n\n
![\"sales-account-management-microsoft-teams-template-planner\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/8BA8E838-3359-48E6-ADAC-7519F453FE5D-1024x581.jpeg\")
<\/figure>\n\n\n\n\t\t\t\n\t\t\t\t\n\t\t\t\t\tBuild Template with Planner<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<\/div>\n\n\n\n<\/div>\n\n\n\nSet up meetings \u2013 Calendar Tab <\/h4>\n\n\n\n
Add Calendar Tab to your Team Meetings channel and have quick access to all upcoming events. Here you can set up meetings with your teammates to collaborate on service updates, product presentations, and develop long-term strategies to improve your customers’ relationships. <\/p>\n\n\n\n
![\"Account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/9C96A8D7-0885-47D8-9C0D-963197159F66-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nMoreover, set up online meetings with your customers right from Teams. Just send them a meeting link to join a conversation (this will work even if your customers do not use Microsoft Teams) Read more about Microsoft Teams Meetings<\/a> in our blog.<\/p>\n\n\n\n
<\/div>\n\n\n\nCollect feedback from customers with Forms <\/h4>\n\n\n\n
Wondering how to quickly collect customer feedback? Create a form in Microsoft Form to collect customer responses and easily upload it on your website or just share it with links. Also, add this form as a new tab into your Customer Support channel, collect responses, and share results with your teammates. Moreover, with Power Automate you can manage notifications to stay informed with each new submission and quickly respond to any needs. <\/p>\n\n\n\n
![\"Account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/97A60E4B-5C45-4F79-9663-985C05D442ED-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nEn savoir plus Microsoft Forms and Teams templates<\/a> <\/p>\n\n\n\n
<\/div>\n\n\n\nStay informed with company\u2019s news <\/h4>\n\n\n\n
Your key account management team should stay connected not only with teammates but also with other departments in your organization such as Product Development, Financial, Legal, and others. Add a dedicated SharePoint site as a new tab into the General channel to help your teammates stay updated with your company\u2019s news, upcoming events, and updates. <\/p>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/49CE0B60-5344-4582-B35F-317875C5B6A2-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nGet the right people <\/h4>\n\n\n\n
Finally, get the right people in your key account management team. Add your colleagues from the customer support department, sales reps, key account managers, and executives. Don\u2019t forget to manage member permission to limit private channel creation and set up settings for guest access. <\/p>\n\n\n\n
![\"Account](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/943366C5-181C-46F4-8289-B2917D93EAD0-1024x640.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nHow to build Key Account Management Template in Microsoft Teams? <\/h2>\n\n\n\n
Next, let\u2019s see how you can build an advanced Key Account Management template with copied channels, tabs with apps, and cloned files and folders. <\/p>\n\n\n\n
\u00c9tape 1. <\/strong>Build an original team. Create standard and private channels, upload files and folders, and add tabs with apps <\/p>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/425800D9-9B52-4774-B75F-F31D536DD743-1024x642.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n\u00c9tape 2. <\/strong>Build Key Account Management template from the original team. To do this go to the Catalog tab and click on New Template<\/em><\/p>\n\n\n\n
![\"Microsoft](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/Template-Creation-1024x639.png\")
<\/figure>\n\n\n\nDuring Governance Policies: <\/p>\n\n\n\n
- \n
- Set up a convention de d\u00e9nomination fixe ou dynamique<\/a> to get new teams with a right name <\/li>\n\n\n\n
- Define qui peut cr\u00e9er des \u00e9quipes \u00e0 partir de votre mod\u00e8le<\/a> based on the user\u2019s Azure AD data <\/li>\n\n\n\n
- Ajouter propri\u00e9taires et membres permanents<\/a> to get automatically added users <\/li>\n\n\n\n
- Enable approvals to set up the additional approval process of team creation<\/a><\/li>\n\n\n\n
- Delegate administration and define qui peut g\u00e9rer les mod\u00e8les et les int\u00e9grations<\/a><\/li>\n<\/ul>\n\n\n\n
![\"key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/key-account-management-template-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n\u00c9tape 3.<\/strong> When the template creation is complete, add it to your own template catalog. Account management, sales deal room collaboration, project and crisis management, and so on. <\/p>\n\n\n\n
![\"Microsoft](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/templates-catalog-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\n\u00c9tape 4.<\/strong> It\u2019s done! Now, end-users will be able to create dozens of fully provisioned teams from your templates catalog. Create Key Account Management template just once and allow your colleagues to create teams in bulk for each new account. <\/p>\n\n\n\n
![\"Key](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/05\/AADF3ABA-DE08-44FB-A449-19E4FF6B6966-1024x639.jpeg\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nIntegrate Salesforce with Microsoft Teams templates <\/h2>\n\n\n\n
With SalesTim for Salesforce, you\u2019re able to integrate your daily usage apps right to your Teams environment with Microsoft Teams templates. This gives you the possibility to automatically create teams from templates when a certain event is occurring in your 3,<\/sup> party app. Today we will talk about Salesforce and Teams integration. But this system will also work with other CRMs, such as Dynamics 365, Zoho, HubSpot, and so on. <\/p>\n\n\n\n
![\"Integrate](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salestim-connections-1024x639.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nGet automatically created team when an account is created <\/h4>\n\n\n\n
First, with Salesforce and Teams integration you can get automatically provisioned teams from the template when a new account in Salesforce is created. Therefore, you can save your time and quickly create new collaboration space for each of your new key accounts in salesforce. For a new Account created in Salesforce, you\u2019ll get a team packed with files, folder structure, tasks for account planning, and guidelines from the intranet. This will allow your colleagues to develop customer relationships even if they don\u2019t have a Salesforce license. <\/p>\n\n\n\n
![\"Cr\u00e9ation](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/Account-Creation-from-Salesforce-Presentation.gif\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nTo do this, you need to manage Salesforce and Microsoft Teams connection using Integration tab in SalesTim app. <\/p>\n\n\n\n
![\"salesforce-teams\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salesforce-teams-1024x622.png\")
<\/figure>\n\n\n\n<\/div>\n\n\n\nNext, define a sync option and choose \u201cSync with a team<\/em>\u201d. Then choose the Key Account Management template that you\u2019ve built before<\/a>. <\/p>\n\n\n\n
![\"Stay](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/account-salesforce-1024x639.png\")
<\/figure>\n\n\n\n - Define qui peut cr\u00e9er des \u00e9quipes \u00e0 partir de votre mod\u00e8le<\/a> based on the user\u2019s Azure AD data <\/li>\n\n\n\n
- Set up a convention de d\u00e9nomination fixe ou dynamique<\/a> to get new teams with a right name <\/li>\n\n\n\n
- Customer support<\/em> – to collect customers’ feedback and quickly react on any needs. <\/li>\n\n\n\n
- Get channel in a right team when an account is created\u00a0\u00a0<\/a><\/li>
- File and folder\u00a0management\u00a0\u00a0<\/a><\/li>
- Advanced Key Account Management Template for Microsoft Teams<\/a>
- Guide : Int\u00e9gration de Microsoft Teams et de Salesforce<\/a><\/li><\/ul><\/li>
![\"salesforce-with-microsoft-teams\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salesforce-account-1024x642.png\")
<\/figure>\n\n\n\n![\"](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/03\/deleted-account-salesforce-1024x642.png\")
<\/figure>\n\n\n\n![\"Advanced](\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/salesforce-account-properties-1024x606.png\")
<\/figure>\n\n\n\n