Put do vrhunskog timskog rada s integracijom Microsoft Teams

Svi, CRM blogovi
Napisao Preetham BP

Posljednje a?urirano: 25. kolovoza 2025

Postavljeno: Srpanj 30, 2021

Prebacivanje izme?u aplikacija kako biste obavili posao prekinuti ?e kontinuitet rada. Rad na zapisima u CRM-u i istodobna suradnja na drugim aplikacijama nepotrebno je gubljenje vremena i truda. Objedinjena platforma mo?e lako ubla?iti ove nedostatke, a istovremeno zna?ajno pove?ati produktivnost.

Integracija Vtiger CRM -a s MS Teams nadopunjuje va?e sposobnosti timskog rada izravnim pristupom CRM nadzornim plo?ama, kontaktima i informacijama o ponudama. Sastanke u aplikaciji MS Teams mo?ete zakazati bez napora putem modula E -po?ta, Doga?aji, Web chatovi, Ponude i Kontakti u Vtigeru.

?esto ljudi vole uklju?iti poveznice na sastanke u svoje e-poruke kako bi razgovarali o detaljima. Integracija vam omogu?uje da to u?inite bez prelaska s CRM.
Vtiger automatski ozna?ava prisustvo pozvanih na sastanke. To je korak naprijed kada doga?aj ozna?ite kao odr?an dobivanjem i pohranjivanjem URL -a snimke sastanka u zapis doga?aja.

Prednosti Microsoftovih timova + Vtiger CRM integracija:

Pristup podacima: Dobivate izravan pristup podacima s CRM nadzornih plo?a, kontakata i modula za ponude.
Potra?ite dnevni red: Kontakte, ponude ili dnevni red za taj dan mo?ete prona?i samo pitaju?i Vtiger Bota.
Pretra?ivanje je jednostavno: Mo?ete tra?iti odre?ene kontakte samo s imenom, telefonskim brojem ili adresom e -po?te.
Iskoristite mo? Calculus AI: Analizirajte snimke sastanaka kako biste stekli sna?an uvid.

Kako kupci Vtigera mogu dobiti ovu integraciju?
Uzimaju?i u obzir prednosti koje vam nudi integracija Microsoft Teamsa, instaliranje je iznena?uju?e jednostavno. To je proces u dva koraka.
Bilje?ka: Drugi korak mo?e se presko?iti ako se za Vtiger CRM prijavite od MS Teamsa.

Pokazat ?emo vam koliko je to jednostavno:

1. korak: Instalirajte Vtiger CRM aplikaciju u Microsoft Teams

prijavite se na va? ra?un MS Teams.
Tra?i za Vtiger CRM u aplikacijama.
Mo?ete nastaviti na tri na?ina:
- Vtiger mo?ete dodati na svoju karticu Osobno klikom na Dodaj.
- Vtiger stranicu mo?ete dodati kao Kanal klikom na Dodaj u tim. Mo?ete odabrati stranicu poput Zadaci, Ponude itd.
- Vtiger Bot mo?ete dodati u svoj chat klikom na Dodaj u chat.

Ovo dodaje aplikaciju Vtiger CRM na va? ra?un MS Teams.

Korak 2: Instalirajte dodatak MS Teams u Vtiger
Dodatak MS Teams mo?ete ru?no instalirati u CRM samo ako ste administrator.

prijavite se na svoj CRM ra?un.
kliknite Korisni?ki Izbornik u gornjem desnom kutu i odaberite Postavke.
odabrati Pro?irenja.
Kliknite Produ?na trgovina.
Potra?ite MS timovi pro?irenje i instalirajte ga.
Kliknite na Lansirati tipku.

Ovim se instalira dodatak MS Teams na va? CRM ra?un. Sada ste spremni do?ivjeti sljede?u razinu suradnje s integracijom Microsoft Teamsa u Vtigeru.

Podignite svoju CRM suradnju na vi?u razinu uz mo? integracije Microsoft Teamsa. Prijavite se na email listu za Vtiger danas.

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Da biste pro?itali o instaliranju i kori?tenju MS Teams s Vtiger CRM -om, pro?itajte na? ?lanak.

Mo?da ?e vam ove teme tako?er biti zanimljive

?to je CRM	CRM softver	Mobile CRM
CRM prodaje	Sve u jednom CRM	Open Source CRM
Analiti?ki CRM	Operativni CRM	CRM suradnje
Kako funkcionira CRM	Za?to vam je potreban CRM	Prednosti CRM-a

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Put do vrhunskog timskog rada s integracijom Microsoft Teams

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