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Marc (TeamsWork)
Dec 13, 20243 min read
Maximize Your Microsoft 365 Investment with CRM As A Service
Many organizations invest in Microsoft 365 because of its comprehensive suite of tools designed to improve collaboration, communication,...
9 views0 comments
Marc (TeamsWork)
Nov 28, 20243 min read
How to Streamline Your Sales Process in Microsoft Teams with CRM As A Service
Integrating CRM directly into Microsoft Teams simplifies the sales process and boosts team productivity.
17 views0 comments
Marc (TeamsWork)
Nov 26, 20243 min read
Seamless Sales Management in Microsoft Teams with CRM As A Service
If your sales team already uses Microsoft Teams for communication, integrating your CRM directly into Teams can streamline your workflow.
24 views0 comments
Marc (TeamsWork)
Sep 27, 20243 min read
Stay in Control of Your Budget: TeamsWork’s Flexible Subscription and Quota System
This article explains quotas, what happens when you reach them, and why upgrading your plan is essential for smooth TeamsWork usage
91 views0 comments
Marc (TeamsWork)
Sep 26, 20242 min read
Why seek CRM integration with Microsoft Teams when a native CRM option is available?
native apps like CRM As A Service are specifically designed to function seamlessly within the Microsoft Teams ecosystem. Here's why CRM As A
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Marc (TeamsWork)
Sep 19, 20242 min read
Setting up Your CRM As A Service
CRM as a Service with Microsoft Teams makes it easy to manage leads, opportunities, and customer interactions using familiar tools
21 views0 comments
Marc (TeamsWork)
Sep 19, 20242 min read
Introduction to Microsoft Teams CRM As A Service for Employees
Welcome aboard to CRM As A Service! Your organization has made a smart choice by selecting CRM As A Service as your customer relationship...
27 views0 comments
Marc (TeamsWork)
Sep 19, 20243 min read
Understanding Roles in CRM As A Service: Owners & Members Capabilities
In CRM As A Service , certain features like configuring Forms or managing Case workflows need to be controlled and maintained by specific...
21 views0 comments
Marc (TeamsWork)
Sep 19, 20242 min read
Configure Custom Fields in Your Lead and Opportunity Form in CRM As A Service
Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service ....
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Marc (TeamsWork)
Sep 18, 20242 min read
Managing your Calendar Sync in CRM As A Service
CRM as a Service integrated into Microsoft Teams, streamline your scheduling process by synchronize calendar with outlook.
17 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Configuring Case Workflows and Forms in CRM As A Service
Case Management feature in CRM as a Service helps businesses track, manage, and resolve customer inquiries by providing a centralized record
42 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Managing your Contacts in CRM As A Service
With CRM as a Service integrated into Microsoft Teams, you can easily organize & maintain your contact database in one centralized location
51 views0 comments
Marc (TeamsWork)
Sep 18, 20242 min read
Managing your Email Sync in CRM As A Service
With CRM as a Service integrated into Microsoft Teams, you can seamlessly sync your CRM with Outlook
24 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Introduction to Microsoft Teams CRM As A Service for Admin
This guides provides an overview of all the basic and advanced features of the Microsoft Teams CRM
175 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Mastering the Sales Pipeline in CRM As A Service
Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.
35 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Managing Your Leads with CRM As A Service
Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.
71 views0 comments
Marc (TeamsWork)
Sep 18, 20244 min read
Create and Manage Opportunities in CRM As A Service
Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success
52 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Import / Upload Data in CRM As A Service
Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.
32 views0 comments
Marc (TeamsWork)
Sep 18, 20242 min read
Maximize Lead Efficiency with Filters in CRM As A Service
A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience
18 views0 comments