Applied at the channel level and linked to a CRM opportunity, this template provides a dedicated space for efficient teamwork. Deal room template: The Deal room template is tailored for focused collaboration on deal related activities. It comes equipped with predefined channels and pre pinned apps, ensuring a smooth and efficient workflow for effective collaboration.Ģ.

Applied at the team level and linked to a CRM account, this template provides a comprehensive solution. Account team template: The Account team template is designed for seamless collaboration within account teams and with customers. We are excited to offer two sales templates as part of this release:ġ. This eliminates the hassle of searching for the right place to collaborate, saving valuable time for the sales team. Once set up, sales teams can conveniently access these Collaboration spaces from the Viva Sales app in Outlook or directly from the Sales app, within the context of their accounts or opportunities. Collaboration spaces are set up with predefined channels and pinned apps, providing a ready-made environment for effective collaboration built on the secure and trustworthy framework provided by Teams. Sales templates in Viva Sales simplify the process of creating purpose-built Collaboration spaces in Microsoft Teams, directly linked to D365 or Salesforce accounts or opportunities. With Collaboration spaces, sellers now have an organized and effortlessly created space, tailored to their needs, where they can collaborate seamlessly with their colleagues and customers.Ĭollaboration space in Teams for an account team Collaboration made easy with Sales templates This intricate web of interactions adds a significant layer of complexity to their already demanding work. In the pursuit of closing deals, sellers find themselves collaborating with an average of over 15 cross-functional teams within their organizations, while simultaneously serving their customers. Collaboration is essential for sales success, yet many organizations struggle to stay organized and find the right digital tools to bring them together.

We are thrilled to announce the general availability of Collaboration spaces in Viva Sales, transforming the way sales teams collaborate.

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