Skip to content
Product

Microsoft Teams Templates

  • Overview
  • Templates with Board of Tasks
  • Templates with Files
  • Templates with Integrated Apps

Governance

  • Overview
  • Naming Convention
  • Approval Workflows
  • Membership Policy
  • Security Policy

Microsoft Teams Integrations

  • Overview
  • Salesforce
  • HubSpot
Pricing
Solutions

Scenarios

  • Sales Deal Room
  • Bid Management
  • Account Management
  • Project Management
  • Crisis Management
  • Customer Success

Role

  • Sales Director
  • Human Resources
  • IT Manager
Learn

Learn

  • Blog
  • Docs
  • Demo Center
  • Resource Center

Latest Blog Post

Multigenerational Collaboration on Microsoft Teams: Tips for Success

Get Started
Demo Center
Get Started
Menu
  • Product
    • Microsoft Teams Templates
      • Overview
      • Templates with board of tasks
      • Templates with files and folders
      • Templates with Integrated Apps
    • Governance
      • Overview
      • Naming convention
      • Approval workflow
      • Membership policy
      • Security policy
    • Microsoft Teams Integrations
      • Overview
      • Salesforce
      • HubSpot
  • Solutions
    • Scenarios
      • Project Management
      • Sales Deal Room
      • Account Management
      • Crisis Management
      • Bid Management
      • Customer Success
    • Role
      • Sales Director
      • Human Resources
      • IT Manager
  • Pricing
  • Learn
    • Blog
    • About
    • Demo Center
    • Docs

Category: Scenarios

How to use Microsoft Teams for Client Communication and Management

While Microsoft Teams is a great way to stay connected with your team, it’s also a powerful tool for communicating with clients and managing projects.

How to Use Microsoft Teams for Customer Onboarding  

With the increasing use of digital technology, many businesses have turned to online platforms for customer onboarding. Microsoft Teams is one such platform that can

How Real Estate Agents Can Use Microsoft Teams

How to create templates in Microsoft Teams,

The nature of real estate agents’ work requires them to constantly stay connected to people and information. They need to oversee plenty of data and

How to Set Up a Smooth Sales-to-Customer-Success Handoff with Microsoft Teams

Business Start-Up with Microsoft Teams nBold

Once your sales reps close that sale, they need to pass the customer to the customer success team and bring their focus back on new

Top 5 Sales Scenarios You Can Handle in Microsoft Teams

Sales is complex. There are so many elements to the sales process that it may be tricky to structure the entire thing. Not to mention

How to Use Microsoft Teams for Conducting Effective Interviews

Virtual interviews have become an integral part of the recruitment process in the past years, even when you’re interviewing someone in the same city as

Microsoft Teams for Assistants: Best Practices

Microsoft Teams is designed primarily for personal use. So, if your organization is switching its operations to this platform, the assistants may need some tips

How to Use Microsoft Teams for Small Businesses

Microsoft Teams has over 270 million monthly active users around the world from huge corporations to startups. In fact, small businesses in retail, hospitality, and

← older

Product

  • Microsoft Teams Templates
  • Governance
  • Integrations

Solution

  • Project Management
  • Sales Deal Room
  • Account Management
  • Crisis Management
  • Bid Management
  • Customer Success

Learn

  • About us
  • Documentation
  • nBold Partner
  • nBold Blog
  • Demo Center
  • Resource Center

Talk to Us

  • nBold
  • @nbold