The next generation
of sales collaboration
seamless HubSpot ⇆ Microsoft Teams experience.
Pre-built teams for key records
Custom fully equipped workspaces in Teams for any relevant opportunity created in HubSpot
All essential data in place
Each team incorporates guidelines, file templates, folder structure, boards of tasks, and key data
One workspace to unite them all
Sales reps working simultaneously with other teams who receive automatic CRM updates
Build your Template Catalog for key sales processes
Build Collaboration Templates in Microsoft Teams for any scenario – deal collaboration, key account management, onboarding process, customer success, etc.Â
Add relevant content to guide your team, be that best practices, sales tasks, file templates or any other data.Â
Connect Teams with HubSpot
Bring together sales reps with members of other teams through seamless Teams ⇆ HubSpot experience.Â
Now, each time there is a new deal, company or target account created, your team will get a new workspace created in Teams from pre-defined Collaboration Templates.
Automate sales processes at scale
Forget about building new teams from scratch. Create Templates just once and use them as many times as you need.
Structure your sales processes, automate manual sales-related data entry, collaborate on sales from a single workspace, and get consistent sales results. Every time.
Ready-to-Go Solutions
Collaborate on HubSpot Deals
Get a digital sales room with pre-defined content for every relevant HubSpot deal.Â
Your entire team can collaborate on deals from a single workspace that contains guidelines, frameworks, boards of tasks, sales document templates, a document library with public sales materials and other essential data.
Account-Based Collaboration
Collaborate on key accounts and related deals from a single collaboration workspace.Â
Get automatic Teams notifications about CRM updates, align sales managers assigned to the deal or company with the rest of the team, and achieve operational excellence at scale.
Deal Collaboration at conversation level
Already have a team to work on sales? Get a new thread with actionable cards in the right channel for every new deal.Â
Store information, track progress and stay in the loop about updates from your CRM in a fully-equipped and structured workspace.
Build your own Template Catalog according to your use cases
Build Collaboration Templates for any business scenario, e.g. deal collaboration, key account management, onboarding process, customer success and more. Add relevant data to guide your team with best practices, boards of tasks, and file templates so everyone knows what to do every step of the way.
Connect Collaboration Templates with HubSpot
Connect your Collaboration Templates with HubSpot. Now, each time there is a new deal, company or target account created, your team members will get a new workspace created in Teams from the pre-defined Collaboration Template.
Automate sales processes at scale
Structure your sales processes, automate manual sales-related data entry, collaborate on deals from a single workspace, and get consistent sales results in every deal.
Ready-to-Go Solutions
Collaborate on HubSpot Deals
Get a digital sales room with pre-defined content for every new HubSpot deal. So, your entire team can collaborate on deal from a single workspace that contains guidelines, frameworks, boards of tasks, sales document templates, document library with public sales materials and more.
Perform Account-Based Selling
Collaborate on key accounts and related deals from a single collaboration workspace. Get notifications right from your CRM, align sales managers assigned to the deal or company with the rest of the team working on the same deal, and achieve operational excellence at scale.
Deal Collaboration at conversation level
Already having a workspace for your sales team? Get a new thread with actionable cards in the right channel for every new deal created. Store information, track progress and stay in the loop about updates from your CRM in a fully-equipped and structured workspace.