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Marc (TeamsWork)
Dec 13, 20243 min read
Maximize Your Microsoft 365 Investment with CRM As A Service
Many organizations invest in Microsoft 365 because of its comprehensive suite of tools designed to improve collaboration, communication,...
11 views0 comments
Marc (TeamsWork)
Nov 28, 20243 min read
How to Streamline Your Sales Process in Microsoft Teams with CRM As A Service
Integrating CRM directly into Microsoft Teams simplifies the sales process and boosts team productivity.
18 views0 comments
Marc (TeamsWork)
Nov 13, 20242 min read
CRM As A Service Now Available on Microsoft AppSource
Following the success of Ticketing As A Service and Checklist As A Service, we are thrilled to introduce CRM As A Service for Microsoft Team
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Marc (TeamsWork)
Sep 20, 20242 min read
What is Lead, Opportunity, Contact, and Organization: Clearing Up the Confusion
When discussing CRM systems, you’ll often hear terms like "Lead," "Opportunity," "Contact," and "Organization." While these are all...
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Marc (TeamsWork)
Sep 19, 20243 min read
Understanding Roles in CRM As A Service: Owners & Members Capabilities
In CRM As A Service , certain features like configuring Forms or managing Case workflows need to be controlled and maintained by specific...
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Marc (TeamsWork)
Sep 19, 20242 min read
Configure Custom Fields in Your Lead and Opportunity Form in CRM As A Service
Hi All, Today, let’s dive into a powerful feature that enables you to customize your Lead and Opportunity forms in CRM As A Service ....
31 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Mastering the Sales Pipeline in CRM As A Service
Customize your sales pipeline with ease using CRM As A Service. Add new stages or build from scratch for better visibility into every deal.
38 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Managing Your Leads with CRM As A Service
Easily manage and track leads within Microsoft Teams using CRM As A Service. Stay organized and convert leads faster.
82 views0 comments
Marc (TeamsWork)
Sep 18, 20244 min read
Create and Manage Opportunities in CRM As A Service
Manage leads with ease using CRM As A Service. Track, qualify, and convert opportunities, and gain insights on lost deals for future success
56 views0 comments
Marc (TeamsWork)
Sep 18, 20243 min read
Import / Upload Data in CRM As A Service
Easily upload leads into CRM As A Service from Excel or CSV files. Follow our step-by-step guide to streamline lead management.
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Marc (TeamsWork)
Sep 18, 20242 min read
Maximize Lead Efficiency with Filters in CRM As A Service
A key feature of CRM As A Service for Microsoft Teams is its customizable Filters, which allow you to personalize your CRM experience
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