Teams for Sales Professionals

Run as two 3 hour sessions, this Interactive Online Awareness session is packed with ideas of how your Sales Team can master using Microsoft Teams to collaborate with colleagues and how to use it for meetings with clients and making presentations. Over both sessions we cover the role of Teams, Channels, Files, Meetings and Chat using Office 365. Additional specific topics to help Sales Teams are included.

Description

Part 1

  • Pre-planning and session prep; what to do if it goes wrong!
  • Teams overview and navigation
  • Meeting and chat etiquette including attention span; stick to the point!
  • Creating/Managing Meetings – inviting others
  • Your professional profile & personal branding – “Become that person”
  • Managing your settings
  • Chat with customers including body language
  • Sharing files with colleagues and customers
  • Managing your video and background

Part 2

  • Sharing the mouse – getting/giving assistance
  • Building rapport online
  • How to make impactful presentations – handling slides online including audio
  • Co-editing/Collaboration on documents
  • Whiteboard - sharing ideas with your colleagues
  • OneNote - gathering ideas together including links to videos and websites
  • Recording, editing, transcribing & distributing your meetings

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