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Webinar: How we use Microsoft Teams in our sales and marketing

William Palfrey
July 23, 2020, Post a comment

In this month’s Microsoft Teams webinar our sales director, Igor Pavic, shared his coffee break and his insights to show you how he uses Microsoft Teams to manage our overseas and Perth based sales team, respond to tenders and monitor marketing campaigns.

Here’s a recording of the webinar, including:

Webinar: Behind the scenes with Microsoft Teams - How we use Microsoft Teams in our sales and marketing

Webinar content: 16 mins | Q&A: 3 mins

Timeline


0:00 - Introduction
 
2:12 - Meet Our Sales Team and how we used Teams during Covid
 
3:19 - How we use Teams
 
3:50 - How to tag someone or a team
 
4:30 - Teams Chat and features
 
5:44 - Teams Groups and Channels
 
6:54 - Private Channels
 
7:45 - Tracking Marketing Campaigns using Teams
 
8:15 - Using Teams with SharePoint
 
9:10 - Using 3rd Party Sites/Services with Teams
 
9:54 - How we respond to Tenders
 
11:00 - Adding a Planner (to-do list)
 
12:16 - File Sharing and Co-editing
 
13:40 - Emailing with Teams
 
15:19 - Hiding a Teams channel
 
16:09 - Questions from James to Igor
 
16:14 - How has Teams improved your work methods from a year ago?
 
17:16 - What new features are you looking forward to?
 
18:40 Wrapping up 
 

Your questions Answered

We didn’t have time to answer all of your questions in the webinar, so we’ve included answers to the ones we didn’t get around to right here.  

Is it easy to integrate 3rd party reports/info into channels? it sounds complicated. 


Super easy! No need for any developers. Simply access the channel or chat you wish to add the 3rd party site into, click the plus sign in the Tabs list, then search for ‘Website’. From there you can add the URL to the website you use and give it a title.

Tabs bar

Add a tab

Website

Teams already supports a wide variety of 3rd party apps, which you can see in the ‘Add a tab’ menu.

 

Is storing and sharing docs in Teams safe?

Yes. Here is a breakdown of how data is stored from the Microsoft website.

“Files that you share in a channel are stored in your team's SharePoint folder. Which can be found in the Files tab at the top of each channel.

Files that you share in a private or group chat are stored in your OneDrive for Business folder and are only shared with the people in that conversation. These will be found in the Files tab at the top of a chat.”

Source: https://support.microsoft.com/en-ie/office/file-storage-in-teams-df5cc0a5-d1bb-414c-8870-46c6eb76686a

 

Do you use chats or channels to collaborate on quotes, proposals, etc..?

We use both methods. For discussions within just our team or one to one, we would use the chat feature, or discuss within our team-only channel. For discussions with other teams throughout the company, we would use one of our company-wide channels.

 

Can you access the reports and tabs on your phone too? We have a mobile sales team that's on the road a lot.

Yes and no. You will be able to see the reports tabs on your phone, and access them, but the content will be displayed in a web browser, as opposed to within the Teams app.

 

 

Helpful Microsoft Teams articles and resources 

 

Ultimate guide to Microsoft Teams for Beginners 101 - Online Article

 

 

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