Run every deal in a structured Teams workspace.

A practical guide to managing sales in Microsoft Teams: deal rooms, bid management, customer onboarding and account management, all in one collaborative workspace connected to your CRM.

What's inside

• Why Teams for salesHow Teams keeps internal and external parties aligned, with transparency, accountability, knowledge sharing and data in one place.
• Sales scenariosWorkspace structures for the sales team, bid management, the deal room, customer onboarding and account management.
• Collaboration templatesMake every workspace repeatable with pre-defined channels, files, tasks, tools and the right people already added.
• Salesforce and Teams automationConnect your CRM to the deal room to automate team creation, get record-update notifications and archive teams when deals close.

ISO 27001 certified · SOC 2 Type II certified · Instant download