Impactful Sales Collaboration with Microsoft Teams

Team members can pull up leads and deal related information from Vtiger CRM right within their Microsoft Teams account. They can share this information with colleagues or prospects easily. With the ability to create and share audio or video meeting links with prospects, sales teams can ensure deals are closed faster, all from inside their chat window.

Customize dashboards and get sales and help desk insights you need to deliver exceptional customer experiences. Using the integration with Vtiger CRM, you can get real time updates on critical business metrics, insights on team performance, and insights into the sales funnel right within your chat window.

With the Vtiger CRM integration you can take your sales capabilities to the next level. For meetings you set up, Vtiger Calculus AI has the capability to analyze conversations and give you insights on effectiveness of the team member.

The Vtiger Bot in your Microsoft Teams integration is practically your very own digital assistant that can help plan your day and keep you on top of actions that help you close deals faster. You can ask the bot to search for contacts or deals on various parameters. The bot can even scan your CRM agenda and plan your day for you.

For Solopreneurs and small businesses who aren’t yet ready to use the full power of Vtiger One, we have enabled the Microsoft Integrations for our FREE Pilot Edition as well. Don’t let cost stand in the way of winning in the marketplace.