In the previous blog post, you met Ahmad - a Sales Director who is using Microsoft Teams. Ahmad's priorities are enhancing sales team productivity, collaboration on sales accounts and conducting weekly meetings. One of Ahmad's key objectives is to improve the transparency and efficiency of his international sales team, especially when it comes to sales deals. To achieve that, Ahmad will customize "Sales Deals" channel:
Ahmad wants to add Planner to Sales Deals Channel in Microsoft Teams. Microsoft Planner can increase transparency, by making it easier for team members to see which tasks have been assigned. This reduces the chances that work could be duplicated while keeping everyone aware of the teams activities and responsibilities.
To start getting things done, Ahmad creates a new Plan.
Finally, Ahmad will add some tasks to the Planner. All the Team / Channel members will have access to their upcoming, pending, late and completed tasks, as well as charts showing the statuses of those tasks.
Now the tasks and plans are set; however, the teams need a proper tool to keep minutes of meeting and sales notes.
The customization of channels does not stop here. You can add a variety of other tools, such as your CRM or Power BI; maybe you want to pin a specific spreadsheet and make it a tab? An important document? It is all feasible with Teams.
#microsoftteams #sales #addingtabs #planner #onenote