Customer handoff made easy
with Microsoft Teams and any CRM system
Pre-built teams per each customer
Get fully equipped workspaces in Teams whenever a new deal is closed in your CRM
Key data and tools in place
Each team already contains everything needed to build strong relationship with customers
Cross-team alignment
Connect people across functions who work on onboarding and supporting customers
Get a collaboration workspace once a deal is closed
Once you close the sale, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.
Turn your plan of actions into actionable frameworks
Each team contains guidelines and knowledge base for your support team, a board of tasks and other required data. Now everyone knows what to do when a deal is closed.
Get everyone on the same page
Get your sales reps who closed the sale and the customer success team who work on onboarding and supporting your to collaborate smoothly in one location.
Automate routine tasks and focus on what really matters – your customers’ needs
No need to manually share customer updates from your CRM to Teams. Receive automatic Teams notifications about customer updates and monitor their progress.
Store your customer details in one location
No more switching between the platforms – store account details, activities and updates in a single team and automatically archive or delete it later, if needed.
Get a collaboration workspace once an opportunity is closed
Once your Opportunity is closed, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.
Turn your plan of actions into actionable frameworks
Each team contains guidelines for your support team, a board of tasks and other documentation, data and tools required for building relationships with customers. Everyone knows what to do and how to do it once an opportunity is closed.
Get everyone on the same page
Bring together people who work on onboarding and supporting your new customers even if they don’t have Salesforce license.
Automate routine tasks and focus on what really matters – your customers’ needs
No need to manually share customer updates from Salesforce to Teams. Receive automatic Teams notifications about Opportunity record updates and monitor your customer’s progress
Store your customer details in one location
No more switching between the platforms – store account details, activities and updates in a single team and automatically archive or delete it later, if needed.