Together with the European SharePoint, Office 365 & Azure Conference
Sasja Beerendonk, Change Consultant, Silverside, Netherlands
Wed, Sep 19, 2018 11:00 AM – 12:00 PM CEST
Smarter Sales Meetings with Microsoft Teams and OneNote
At an international client, spread out across EMEA, the sales organisation wanted better insights from meetings held with large customers or resellers of their products.
They needed more alignment between the regions and countries sales meetings. The current practice meant each regional or even sub-regional team had their own way of working, with many different forms of meeting notes taking, in many different formats (Word, Excel, paper-based, or other forms), and in many locations (laptop hard drives, shared network drives). Consequently, there was no single place to be able to find all sales meeting notes.
The solution? Using OneNote notebooks in each channel in Microsoft Teams where sales people share their meeting notes for that region. Subsequently, each regional notebook is set up, with section groups, sections, and pages.
Key benefits of attending
- Learn about practical Office 365 Client Use Case: centralizing sales meeting notes with Teams and OneNote.
- Learn how to design the Team channels and tabs, structure the OneNote notebook with specific access rights for section groups and using page templates.
- Learn how sales people went through training, and what typical current behavior was though to tackle.