3 Expert Tips To Use Office 365 For Sales Managers!

Using Microsoft Office 365 for Sales Managers

Office 365 for Sales Managers is a gift. As a sales manager in a Multi-National Company, you must know the challenges you face to achieve monthly targets, as meeting business goals is difficult. Generally, these sales managers’ lives are usually hectic as their days are mainly occupied with lots of work and assigned duties. To hit their ultimate goal – be it a success of a client or any sales target – they have to dedicate time and quality effort. Office 365 for sales managers can help you manage this time effectively and, thus, they can meet their targets.

Here, we will discuss three proven tips to help sales managers achieve their sales goals using Office 365. Microsoft Office 365 has benefited sales managers by saving time, allowing them to be more efficient and work smarter.

Use OneDrive For Business & Enjoy Hassle-Free Travel

For sales managers, travelling is quite common as they frequently travel to various places. Though travelling is a beneficial business activity for them, it is pretty challenging to make a balance between updating presentations and reports in the office. Clients reside in various locations, so one must keep every essential information while travelling. Using OneDrive for Business solution, they can pull their files and media kits up to easily share and have clarity of the location from where to get them whenever needed. Office 365 for sales managers can help you access your files on the move.

Also, OneDrive for Business delivers more benefits than allowing you to check and edit documents on the go. Following are a few practical examples of this program.

• If your PC gets damaged, misplaced, or even stolen on a sales trip, you can still browse your essential files from any other device by signing in to your Office 365 account. The program remembers all the recent documents you opened; thus, you can access your reports or presentations to present to your client.
• You get stuck in a place where you don’t get internet access, and you can still complete your work. Here, use OneDrive for Business, as it will help you work offline by smartly syncing various folders and files from your library.
• It will be easy to share the entire folder with the client for large projects rather than sending specific files. Thus, they get access to the most recent reports on this program.

Stay Updated With Outlook

Many people spend their day using Outlook to email their clients, set up their meeting schedules, check Team calendars, or send or receive the most recent sales reports. These functionalities of Outlook are beneficial for any sales manager. Though it enables them to stay connected with their schedule on the go and when they are on travel.

To get more from the Outlook app, here are a few power tips that you must consider using:

• Do you need to send a considerable presentation to your client but do not want to run off their inbox? Use OneDrive to share this presentation as a cloud attachment as it will not just vacant the space but also fix last-minute issues without resending the file.
• Take the help of the customer manager option in Outlook for tracking your customers and check related details emails, calls, notes, files, deals, deadlines, tasks and meetings – in a simple view of the focused list. You can efficiently prioritise your sales as well as customers and can share it with other members of your team.

Stay Connected With Your Clients and Team Members Using Microsoft Teams

Whether you work with a small remote team or have multiple officers in your sales team nationwide, being in touch and aligned with your business’s priorities is essential. Using Skype for Business or Microsoft Teams, you can connect with them via instant chat, or if needed, you can turn a messaging chat into a quick call and, thus, can close the deal smartly.

There are exciting ways by which you can use Teams to fill the distance between your clients or team and you.

• Do you need to call a client who does not use Microsoft Teams? Well, that’s not an issue for you. You can contact any client from Skype for Business as they only require an internet connection or a phone, which will be enough to connect them on Skype.
• A mere talk is not enough, but for a fully interactive meeting, you should share the screen with your clients and interpret your PowerPoint presentation for practical collaboration. Share this presentation with anyone without needing to record it. For a more interesting effect, use polls, whiteboard, inbuilt IM and Q&A to get quick feedback during the sales meetings.
• Use Skype for Business to help make solid connections and business relationships with remote clients using video calls. For web meetings, use HD industry-leading videos that speak for quality and reliability—attention to people participating in calls with additional features like head tracking and automatic cropping.

Our article about Office 365 for sales Managers provides insight into how sales managers can make the most of Microsoft Office 365. Whether syncing, sharing or storing files with OneDrive for Business, quality emailing or smart calendaring with Outlook, HD video, audio or web conferencing on Microsoft Teams, there are tremendous reasons to master this business productivity technology for your company. Office 365 from Microsoft is a vast treasure for any business; using it, sales managers can quickly achieve sales success by effectively meeting their decided goals.

Are you looking to make the most of Office 365 for Sales Managers? Give Server Consultancy a Call on how to make the most of the modern workplace and improve your business productivity.