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Integrating Microsoft Teams with CRM Tools

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pexels-jackson-larue-4000514Microsoft Teams provides your business or organization with the enterprise security and compliance features you expect to receive from Microsoft Office 365.

Microsoft Teams can be the solution you have been looking for to manage all your communications, documents, and tools in one comprehensive workplace. Microsoft Teams has over 75 million daily active users. Microsoft has been centralized around how a business or organization works. 

Previously, Microsoft announced an integration between Microsoft Teams and Dynamics 365. With the integration, users will be able to create documents and edit the documents inside the application and quickly access a variety of apps in Dynamics 365. One might have serious questions about how the integration between Microsoft Teams and Microsoft Dynamics 365 will help the average user.

CRM Systems

A CRM (Customer Relationship Management) tool can be used to help to consolidate the contacts of your business teams, as well as the following:

  • Customer information
  • Calendars
  • Inboxes
  • Office applications

A CRM tool can consolidate the above into one unified manager. Some CRM systems have the ability to provide synchronization due to their ability to work within your current Microsoft Office 365 setup. Your CRM tool can provide your teams with the resources they need to be empowered and productive. 

CRM systems have been a central way to how businesses and organizations work, and we have been the same with Microsoft Teams. It has become obvious that driving Microsoft Teams creation from a CRM system is a partnership that will deliver outstanding benefits to businesses and organizations.

What Can A CRM System Provide?

An effective CRM solution can provide the following:

  • A centralized client base
  • The integration of client-related data
  • The ability to identify concerning areas of interactions
  • An analytical tool that can be used to measure your teams' efforts

Like a CRM system, Microsoft Teams is also a connector. Microsoft Teams can bring all of your key customer data into one comprehensive location. Through Microsoft Teams, you will be able to create channels for file sharing, video conferencing, and chatting. You will also be able to save your data into online storage services.

Microsoft Teams with CRM 

The integration between Microsoft Teams with a CRM system has been a highly-requested feature. People want to be able to integrate cloud offerings because the infrastructure of Microsoft Teams allows an incredible alignment with the records that are stored in the CRM system. 

The customer records that are stored in a CRM system can be connected to a team. A Microsoft Teams CRM integration will allow businesses and organizations to do the following:

  • Effectively streamline the communications with potential contacts
  • Optimize additional internal processes
  • Provide teams with the tools they need to make more sales
  • Allow teams to connect with a higher number of prospects

A CRM tool that can integrate with Microsoft Teams will allow for complete transparency into the insights that are most important to your business or organization. The right CRM system will enable essential business decisions to be carried out with full data integrity and an instant view of a customer or prospect.

The integration with a CRM system will create a powerful way to communicate and collaborate. The integration will also make it easier to share data, and this will become increasingly important as more businesses and organizations shift to remote work.

If you have been looking for a single database that can hold all your communications with prospects, customers, and vendors, Microsoft Teams with CRM integration can create the collaboration platform you need. In order for your Microsoft Teams with CRM integration platform to be a success, everyone will need to be committed to the system and the management of the system.

The success of any platform will require the right type of culture. If you are looking for CRM integrated solutions that can keep you connected and improve your workflow, CallTower recently announced their Microsoft Team Direct Routing solution has integrated with popular CRM software. For a free Teams consultation from CallTower, click below: 



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