April is a sales representative at Contoso Foods responsible for growing the Midwest district’s customer base and closing deals to grow revenue and retaining highly satisfied customers in the Midwest district.Download PDF version
A day in the life of a sales representative using Microsoft Teams
April starts her day planning her sales strategy on ways to exceed her quota for the quarter. She reviews Teams and notices a feed from the Dynamics CRM connector about a Fabrikam lead.
She starts researching Fabrikam using the Power BI dashboard tab. She uses WhoBot to find Derek, an expert on Fabrikam.
April reaches out to Derick via private chat on Teams and asks for his help with an introduction. Derick agrees and includes her in a Teams meeting with the director at Fabrikam.
April is excited about this opportunity to grow sales in the Midwest district with Fabrikam. She creates a new team in Teams and includes Derick, along with other SMEs to help put together their proposal.
April has a meeting with her team and posts a link to the meeting recording and her notes. She then creates a new OneNote tab in their channel.
April also creates a new Planner tab and assigns several tasks with owners and due dates. She @mentions her team asking them to review the tasks and share their feedback
Excited with prospect of new opportunity to close a deal, she navigates to the Dynamics tab and updates her lead to opportunity stage.
Microsoft Teams adoption resources
Use our resources to go from inspiration to execution and accelerate your time to value with our productivity cloud.