Apptivo + Microsoft Teams Integrations

Apptivo

Apptivo is an all-in-one cloud CRM and business management spution that supports your sales, marketing, service, and support teams. It is a cloud-based platform that helps businesses to manage their customer relationships by creating a streamlined customer experience. It enables businesses to increase customer engagement, automate customer workflows, and gain insights from data. Apptivo is a suite of powerful apps that streamline business operations and improve customer service.

Apptivo is the leader in all-in-one cloud CRM and business management. Customers can use Apptivo to manage customers, prospects, leads, contacts, accounts, opportunities, cases and more. It works with your existing email services (Gmail and Microsoft Outlook. and comes with mobile apps for Android and iOS devices.

About Apptivo CRM. https://www.apptivo.com/crm/

Microsoft Teams

Microsoft Teams is a chat based workspace that helps you be more productive by connecting you people, content and tops. It integrates with other Office 365 services such as SharePoint Online and OneDrive for Business. It allows you to connect to your work resources from anywhere using your desktop or mobile device. You can access it on Windows 10 PCs and Macs. You can also access it on iOS and Android devices.

Microsoft Teams Preview. https://teams.microsoft.com/

Integration of Apptivo and Microsoft Teams

With integration of Apptivo and Microsoft Teams, users can gain insights about their customers through real-time customer interactions. They can leverage the power of Microsoft Teams’ chat-based workspace to communicate with each other and work together on customer projects.

Apptivo provides an option to integrate its application with Microsoft Teams. With integration of Apptivo with Microsoft Teams, users can bring their entire customer view into their team conversations. Using Apptivo integration with Microsoft Teams app, users can add their customers to the team channel where they can discuss the project details and track the progress of the project. It will also allow them to share files and images with the team members to cplaborate better on each customer project.

Benefits of Integration of Apptivo and Microsoft Teams

The integration of Apptivo with Microsoft Teams helps users in the fplowing ways:

Users can track progress of each customer project in one place. They no longer need to waste time searching for updates across multiple channels. Instead, with integration of Apptivo with Microsoft Teams app, they can save time by tracking progress of each project in one place. They can easily take action on any updates related to the project by reaching out to their team members right away without having to search for them. They can reduce the time required to complete a task by assigning it to another team member who has the required skillset or expertise. Often times, a single task requires multiple skillsets or expertise. For example, if a customer needs a website created then he would need web designer, HTML5 developer, SEO experts etc. With integration of Apptivo with Microsoft Teams app, users don’t need to worry about finding the right person for the job because they can easily assign the task to another team member using Microsoft Teams app or emailing them using Microsoft Outlook application or sending a message using Slack app etc. Users can create new tasks for themselves or assign existing tasks to themselves via Microsoft Teams app or Outlook application which will automatically sync with their Jira issue tracker account. Without integration of Apptivo with Microsoft Teams app, users would need to log into Jira issue tracker manually every time to create a new task for themselves or assign existing task to themselves manually which would waste their time. Users can create new tasks for their team members via Microsoft Teams app which will automatically sync with their Jira issue tracker account. Without integration of Apptivo with Microsoft Teams app, users would need to log into Jira issue tracker manually every time to create a new task for their team member or assign existing task to their team member manually which would waste their time. Users can view all Jira issues related to a particular customer in one place by adding the customer’s name in the company field in Jira issue tracker account and creating a new channel in Microsoft Teams app called “Jira Issues”. This helps them stay updated on all open issues related to this particular customer at one place and helps them identify any potential issues early on before it becomes critical for that particular customer. Users can add Jira issues related to a particular company as cards on the dashboard in Microsoft Teams app so that they can stay updated on all open issues related to this particular company at one place without having to open multiple tabs in their browser or having multiple open tabs in their browser or having multiple windows open in their browser or having multiple tabs open in their browser or having multiple windows open in their workstation etc. Users can easily get notified when there are Jira updates pertaining to a particular company by setting up notifications using Outlook application or emailing themselves using Outlook application or setting up notifications using Slack app etc by adding Jira issues as cards on the dashboard in Microsoft Teams app so that they can stay updated without having to constantly check for updates in each individual Jira account related to that particular company. Users can quickly identify what issues are important based on priority level assigned to them by adding them as dashboards in Microsoft Teams app so that they can prioritize work based on urgent issues first before completing non-urgent issues if any. Users can quickly identify what customer is important based on priority level assigned to them by adding them as dashboards in Microsoft Teams app so that they can prioritize work based on urgent customers first before completing non-urgent customers if any. Users can quickly identify which customer is important based on priority level assigned to them by adding them as dashboards in Microsoft Teams app so that they can prioritize work based on urgent companies first before completing non-urgent companies if any. Users can quickly identify which customer is important based on priority level assigned to them by adding them as dashboards in Microsoft Teams app so that they can prioritize work based on urgent contacts first before completing non-urgent contacts if any. Users can add information about each contact like name, phone number, email id etc via Outlook application right inside the team channel so that they have access to this information whenever they need it without having to open individual contact information inside each customer’s Jira account individually. Users can add information about each case like its title, assigned person, due date etc via Outlook application right inside the team channel so that they have access to this information whenever they need it without having to open individual case information inside each customer’s Jira account individually. Users can add information about each issue like its title, status etc via Outlook application right inside the team channel so that they have access to this information whenever they need it without having to open individual issue information inside each customer’s Jira account individually. Users can add information about each opportunity like its title, value etc via Outlook application right inside the team channel so that they have access to this information whenever they need it without having to open individual opportunity information inside each customer’s Jira account individually. Users can add information about each lead like its email id etc via Outlook application right inside the team channel so that they have access to this information whenever they need it without having to open individual lead information inside each customer’s Jira account individually. Users can view all team members working on a particular project via Outlook application right inside the team channel so that they know who is working on which project at one place rather than having to search for team members working on a particular project in separate channels within the same workspace if these channels make use of different apps like Slack or Skype etc. Users can see all chats pertaining to a particular project via Outlook application right inside the team channel so that they know what has been discussed about each project at one place rather than having to search for chats pertaining to a particular project in separate channels within the same workspace if these channels make use of different apps like Slack or Skype etc. Users can see list of files shared regarding a particular project via Outlook application right inside the team channel so that they know what has been shared regarding each project at one place rather than having to search for files shared regarding a particular project in separate channels within the same workspace if these channels make use of different apps like Slack or Skype etc. Users can get notified when there are updates pertaining specific projects via Outlook application right inside the team channel so that they don’t need to waste time searching for updates pertaining specific projects in separate channels within the same workspace if these channels make use of different apps like Slack or Skype etc. Users can get notified when

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