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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,...
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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.
21 views0 comments
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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
6 views0 comments
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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...
36 views0 comments
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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 ....
35 views0 comments
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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.
48 views0 comments
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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.
94 views0 comments
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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
73 views0 comments
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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.
45 views0 comments
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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
24 views0 comments
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