Microsoft Teams Integration

The ForceManager integration with Microsoft Teams is available from both the web and mobile versions of the application. This integration will allow you to view and access ForceManager CRM data directly from the Microsoft Teams platform.

 

How to add ForceManager in Microsoft Teams?

From Microsoft Teams, you must go to the "Apps" section and enter "ForceManager" in the search bar:

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Click on the "Add" button to add ForceManager.

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Once you added it, you must enter your ForceManager credentials:

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What does the Microsoft Teams integration allow?

  • Improve your sales team's communication flow and collaboration because it allows you to search and quickly share ForceManager data regarding companies, contacts, and commercial opportunities through the Chat or Teams features.
  • Successfully prepare meetings with your clients, thanks to the search and immediate access to the CRM data from anywhere in Microsoft Teams, using our messages widget.
  • Share information about your accounts, contacts, and opportunities with sales managers and representatives, and improve your internal meetings organized in Microsoft Teams.
  • Organize and collaborate efficiently with your team and clients thanks to the personal and innovative CRM dashboard integrated with Microsoft Teams. The dashboard tab offers you a panoramic view of your business agenda to track Recent Activities, Goals, upcoming Tasks, and Events in real-time, as well as join your next Videocall in one click. All the information from the ForceManager CRM is available automatically in Microsoft Teams and vice-versa to help you improve performance, generate more impacts, and close more sales.

How does the Microsoft Teams integration work?

Once you add the ForceManager integration in Microsoft Teams, you can access all the application information through different tabs located at the top (Dashboard, Events, Goals, Activities, etc.)

In the Dashboard tab, you will have different widgets to view and add other elements that you want to explore.

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For example, in the "Events" widget, you can view the following event details. This feature helps you be ready for your next meeting without leaving Microsoft Teams.

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In addition, it will allow you to add the following events. That way, when you end a video call or meeting, you can easily plan the next one from Microsoft Teams, registering all the data you need in ForceManager, such as the related opportunity:

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Inside the ForceManager integration, you can use the search bar (located in the upper right part of the screen) to search any detail regarding an Account, Contact, Opportunity, etc., that matches in ForceManager:

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In every tab, you have direct access to the ForceManager app to view or edit any element:

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