Microsoft Teams › Sales CRM App

Microsoft Teams Integration with Pipeliner CRM

With Pipeliner CRM’s connectivity with Microsoft Teams, sales teams can more easily coordinate their efforts and share information as they go through the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process.. Thanks to this addition, users don’t have to leave Pipeliner in order to schedule appointments or create links for Microsoft Teams meetings.

This implies that all meeting planning, invites, and connection creation may be done without leaving the Pipeliner interface. Meetings and group work are facilitated more easily and efficiently as a result.

As an added bonusBonus A bonus is a gift or additional compensation given on top of the standard pay or fee, often serving as a reward for outstanding performance or for achieving certain business targets., Pipeliner’s sales monitoring and management capabilities are enhanced by this integration. In one convenient location, users can view not only their upcoming appointments and meetings but also any related notes and tasks.

Pipeliner CRM’s Microsoft Teams integration is a potent resource for sales teams seeking to boost communication and output. It streamlines the process of setting up and running meetings, and it allows for greater insight into how time is spent on sales activities inside the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationship management system.

About Microsoft Teams

Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage (including collaboration on files), and application integration. The service integrates with the company’s Office 365 subscription office productivity suite and features extensions that can integrate with non-Microsoft products. Microsoft Teams is a competitor to services such as Slack and is the evolution and upgrade path from Microsoft Skype for Business.