Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your Teamleader Focus directly from Microsoft Office 365 events?
This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Teamleader Focus - Microsoft Office 365 integration, anytime a new Teamleader Focus contact is created, an Microsoft Office 365 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
We all know the drill. You create {trigger.Event}} in your Microsoft Office 365, but then something comes up and you completely forget to create a corresponding task in your Teamleader Focus. Now you've lost track of your to-dos, and your sales productivity is shot. So, with this {{trigger.Calender}} - Teamleader Focus integration, you can set up Integrately such that every new event created in your Microsoft Office 365, automatically creates a new tasks in your Teamleader Focus. This ensures that important tasks never fall through the cracks; thereby helping you stay on top of your to-do list and running your business smoothly.
In Microsoft Office 365, when you create a contact, it automatically creates a task in Teamleader Focus for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
You Can Also Connect Microsoft Office 365 or Teamleader Focus With 1400+ Other Apps
Microsoft Office 365
Microsoft Office 365 Business helps you connect to your team, clients and customers in more places - from any device. All of your content is always up-to-date and available wherever you are!
The easiest way to get your teams on the same page. Use Teamleader Focus to manage customer relationships, projects and tasks plus create invoices and quotes in one place.