Related topics
×
Sign in with Microsoft
Sign in or create an account.
Hello,
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.
Streamline sales planning activities

Your company’s objectives and goals won’t be met without proper sales planning. But it takes input from a variety of people, including sales leadership, account managers, marketing managers, and more, which can be difficult to manage.

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Details  

Use Microsoft Teams to set up a Sales Planning team environment and coordinate initiatives. Add a channel for each aspect of the work including the annual sales meeting, quarterly business reviews, monthly sales pipeline reviews, and your sales playbook. 

You can also add a Planner tab in the appropriate Teams channel, to assign tasks to team members and track progress. 

Team members can easily communicate in each channel about important information like your customer industry news, service issues, and lead status changes.

Highlights

  • Be smarter and more efficient about work.

  • Plan for unexpected and worse case scenarios.

  • Get input from the right people at the right time.

Learn More

What is Microsoft Teams?

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?
By pressing submit, your feedback will be used to improve Microsoft products and services. Your IT admin will be able to collect this data. Privacy Statement.

Thank you for your feedback!

×