Aardvark Sales for Microsoft Teams
Sales Pipeline Management, right where you do everything else.
Since its launch two years ago as the core collaborative working platform of Microsoft 365, Microsoft Teams has seen incredible growth, with over 13 million daily users and 19 million people using the software at least once a week. It’s a great place to do work, making a huge amount more sense to users than the previous mix of intranet plus chat client, social chat and more.
But some team activities seem like poor relations in new group-working environment. Sales Pipeline Management is one of these. Managing sales opportunities as they make their way from lead to closed sale is a long-running process seemingly at odds with the Teams chat+documents way of working.
Aardvark Sales for Teams adds the Sales Pipeline into Microsoft Teams, alongside all your other teamwork.
Aardvark occupies its own tab in a Microsoft Teams channel. View sales performance in simple charts. Add Aardvark to several channels and see aggregated sales stats. Track sales opportunities through the pipeline, using your own names for each phase. Organise opportunities easily with drag and drop. See what’s important, and prioritise effortlessly. Compare leads in different currencies side-by-side, comparing their true value in your local or base currency. Automate tasks and processes throughout the sales process with Microsoft Flow. Customise the fields stored just by editing Aardvark’s SharePoint list. With Aardvark Sales for Teams, your data is yours.
Pete Jenkins, CEO of leading gamification consultancy Gamification Plus, was an early adopter and tester of Aardvark Sales for Teams. He said “We very quickly saw an uptick in sales, and in the quality of those sales, when we started using Aardvark Sales for Teams”. Citing its ease of deployment, he added “I got Aardvark Sales for Teams up and running in less than an hour! I then carried on using the customisation features to fit our unique requirements and had the solution delivered to my sales team by the end of that business day.”
Aardvark Sales for Teams was created by JFDI Labs, R&D division of Brighton-based JFDI Consulting, a Microsoft Gold Partner. JFDI seeks to Automate Everything, creating rich human-machine interactions to Motivate Everyone. The systems JFDI creates enable people to do more work more quickly with less drudgery and repetition. They make humans managers of information, not consumers of data. They enable companies to be greener, saving energy and resources, and reducing their carbon footprint.
Get in Touch
Contact JFDI about Aardvark Sales for Teams, or anything else mentioned here.