How do Microsoft Teams Increase Your Sales? The Role and Benefits

Microsoft Teams for Sales

The more people involved in the selling process, the more complicated it is. As a result, staying competitive in the market becomes more difficult. While there are various apps that help to improve the efficiency of sales operations, there is still scope for improvement. A sales department’s performance depends on efficiency, coordination, and timely results. Microsoft Teams helps sales teams be more productive by providing simple access to information and the tools they need to nurture prospects. As a result, the collaboration between departments and leads is better and easier.

In this blog, we’ll concentrate on B2B sales, which are more complex and involve a larger number of participants. To develop good connections with customers and align employees within, sales reps in the B2B market use a variety of approaches and technologies.

1. Client Facing Features

Microsoft Teams is more than just a tool for internal collaboration. It offers a wide range of comprehensive meeting options. Microsoft Teams has evolved into a powerful combination of internal and external collaborative features. Microsoft Teams has the following client-facing features:

Video Calls: You can make interactions with your sales prospects more personal with Microsoft Teams. Calls are clearer and have fewer difficulties now that the infrastructure has been improved. You may now say “goodbye” to that annoying and inconvenient lag. Salespeople can concentrate on the possibility rather than the technology, and they can better convey themselves in both voice and video.

Live Demos: Some sales pitches necessitate more than just a phone call. Being able to demonstrate to a consumer exactly what you can do for them. Salespeople can leverage Microsoft Teams to host live demos in addition to making a call. Screen sharing, presentations, documentation, and other features could be included in these demonstrations. 

Easy Access to Sales Resources: Microsoft Teams can save documents such as Word contracts, PowerPoint slide presentations, and PDF notes. You can effortlessly share files with your sales prospects so they can follow along with your pitch. This allows you to easily push content while still keeping all of your content unified and secure.

Microsoft Teams offers simple online meeting capabilities that enable your sales reps to engage directly with their prospects, including large-scale meetings and demos that can connect with several prospects at once. 

2. Business Facing Features

It’s not just about interacting with external prospects when it comes to sales; it’s also about managing and collaborating internally. Microsoft Teams also has a number of business-oriented features:

Account Management and Coordination: You may collaborate with other members of your sales team via chat, audio, and screen sharing with Microsoft Teams. All of your documents and communications will be archived and organized for future reference, and you can simply communicate with your complete team or a single individual on your team. All of your data and conversations will be unified through the Microsoft Ecosystem, so you’ll never lose track of vital information or overwrite important files.

Individual Chat and Team Meeting Solutions: Sales team can speed up the proposal generation process and ensure that everyone in your team is on the same page with the advanced collaboration features in Microsoft Teams.

Time is literally money when it comes to sales. Microsoft Teams offers a number of client-focused solutions that will improve the overall onboarding experience, as well as business-facing features that will increase collaboration, communication, and efficiency across the sales department.

3. Share the Latest Industry News and Updates

Microsoft Teams provides a more accessible platform for instantly distributing information to a large number of people. Sales teams can use Microsoft Teams to share the latest updates about competitor action or the industry news as a whole. This might give the organization a competitive advantage while also keeping the entire staff informed.

4. Account Management team activities

Activities for the account management team can be simply planned and organized using Teams. The first step is to create a team in Teams for account management. You can add new channels from there like below:

Activities for the account management team can be simply planned and organized using Teams. The first step is to create a team in Teams for account management. You can add new channels from there like below:

  • Customer news and updates
  • Current engagements
  • New opportunities
  • Sales Playbooks

It’s important to provide some engaging content when developing channels so that team members don’t just see a blank page the first time they sign in. Account managers must be aware of any industry or customer-specific changes or updates, therefore the customer news and updates channel could include news stories or even links to a customer’s tweets or LinkedIn page.

5. Sales Planning

Account managers and sales leaders aren’t the only ones involved in sales planning. Product/technical engineers, product specialists, research and development, and marketing are all possible candidates. Microsoft Teams makes it possible for all participants to work together in an efficient and transparent manner. You can add some additional channels after you’ve created your sales planning team in Teams; don’t forget to include some engaging content.

6. Monthly Sales Forecast

Monthly sales activity resulting from leads and prospects can be tracked, planned, and reviewed using the monthly sales pipeline review channel. In ‘conversations,’ sales team members can swiftly update each other on customer information, lead status changes and be able to access the previous month’s sales by the Power BI implementation. The ‘files’ tab in Power BI can provide a forecast to actual sales data, and the ‘dashboard’ tab can provide access to team sales reports.

7. Simplify the Sales Journey of Customer

You need to start by responding to inquiries about your product or service. Following that, you can share documents, link to videos, or schedule calls with clients. This involves creating a sales process that encompasses various channels for many sales teams. You can improve sales by simplifying the sales journey with the Microsoft Teams channel.

You can create a channel for each client and invite everyone who needs to be involved in the sales process if you handle multiple accounts. This includes your sales team, legal advisors, and potential customers.

You can foster prospects this way by:

  • Sending personalized messages
  • Getting your sales staff and buyers to have group interactions
  • Collaboration on proposals
  • Obtaining feedback from stakeholders
  • Sharing supporting documents and content that highlights your product
  • Organizing team calls in groups or one-on-one
  • Transferring prospects from one stage to the next


Improving your company’s sales practices is a crucial step in developing and growing your business. Finding the correct method and tools to address your business problems in today’s collaborative and complicated environment is a difficult task. Microsoft Teams, on the other hand, helps you to organize your workspace, boost team engagement, and conduct successful sales activities.

By 12disruptors Admin

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