How Microsoft Teams Screen Sharing and Other Collaboration Features Can Help Drive Sales

Posted by Gary Utley on February 12, 2019

Modern sales departments need to remain mobile, agile, and effective. A modern sales department often consists of large numbers of skilled employees, many of which may not be in the same geographic location. Sales departments need to be able to coordinate effectively regarding a number of sales strategies, consult each other on marketing information on-the-fly, and track their performance metrics in real-time.

Microsoft Teams is a collaborative, communication-focused tool that can be used to streamline many sales-related operations. Notable features such as screen sharing make it easier for team members to communicate and collaborate efficiently from wherever they are.

The Benefits of Microsoft Teams For Sales

Microsoft Teams isn't a dedicated sales tool, but its feature set is incredibly well-suited to sales teams. Through Microsoft Teams, sales team members can easily connect with each other, regardless of where they are. Sales teams in different offices or even different countries can work effectively together. Through the use of screen sharing -- and other collaborative tools -- team members are able to work as though they are in the same office in real-time.

While there are other collaborative solutions available, Microsoft Teams has the advantage of being integrated into the Office 365 ecosystem -- as well as offering integration to third-party platforms. Through Microsoft Teams, sales teams can correspond on multiple project-based channels, communicate one-on-one as needed, hold meetings, and schedule deadlines. Microsoft Teams makes it possible for all team members to work as though they are in the same offices, even if they are not. Further, the advanced voice calling and video calling functionality provides for high-quality communications. 

Microsoft Teams Use Cases For Sales

Microsoft Teams can improve communication at every level, through its robust feature set and third-party integrations. A few built-in features of Microsoft Teams are particularly useful for sales:

  • Screen sharing. Microsoft Teams screen sharing is an easy way for team members to work on projects together, in real-time. Through screen sharing, team members can discuss projects while making changes to shared documents. Team members can share their screen in order to discuss particularly complex concepts, to display presentations, or review reports. Screen sharing can be immediately launched within the Microsoft Teams interface, making it easier for team members to communicate on-the-fly.

  • Remote functionality. As a platform-independent, remote service, Microsoft Teams can be accessed from anywhere. Whether sales team members are currently in-office, working from home, or on-site, they can connect with anyone else on their team. This is especially important for businesses in which sales departments from multiple offices need to connect with each other, or businesses in which many of the employees work from home. If employees need to travel, they can take their team with them on their laptop, tablet, or smartphone.

  • Documentation sharing. As part of the MS Office ecosystem, Microsoft Teams makes it easy to share documents such as Word documents, PowerPoint presentations, and Excel spreadsheets. Documents can be attached to communications while they are being discussed and reviewed, and notes can be left on them by all team members to ensure that they're processed correctly. The collaborative functions of MS Office 365 make it possible for everyone to work on documents at the same time without the fear of data being overwritten, lost, or corrupted.

  • Internal messaging. Microsoft Teams provides text chat, voice calling, and video chat. Not only can team members communicate one-on-one, but they can also schedule large meetings together. Once chats and meetings have been completed, they can be referenced and searched in the future. Multiple channels can be created to support different teams and initiatives, making it easier for team members to sort through and manage their data. 

  • Collaboration tools. Other collaboration features for Microsoft Teams include Project and Calendar integration, which make it easier for sales teams to schedule appointments, milestones, and tasks. All information can be shared on a single dashboard for better transparency. Even better, Microsoft has shown that it's committed to adding new collaborative features to the entirety of MS Office 365, which includes the Microsoft Teams platform.

This is only the start. As Microsoft Teams is fully integrated into the Office 365 ecosystem -- and because there are a number of third-party solutions -- Microsoft Teams collaboration can be extended even past this. For sales teams, connection with the MS Calendar, MS Project Manager, and Microsoft Dynamics CRM solution are among the most useful.

Is your sales team interested in exploring the benefits of Microsoft Teams collaboration? Start using the power of Microsoft Teams today by contacting CWPS.

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Topics: Microsoft Teams