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3 tips for how sales managers can use Office 365 to meet their goals

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If you’re like Jenn Schaal, a busy sales manager for an international trade association, your day is filled with client connections, budgets to hit and leads to generate—on top of day-to-day fires to put out. Hitting the end goal—whether it’s a sales target or a client win—takes time and effort. Office 365 helps shave off time throughout the day, so sales managers can meet their goals.

Taking a note from her powerlifting hobby, Jenn wanted to carry over the sense of feeling strong and in charge into her job. She found three ways Office 365 helps her save time, work smarter and be more efficient on the go.

1. Take the hassle out of travel with OneDrive for Business

Travel is almost synonymous with sales, and while it’s invaluable for meeting clients or attending trade events, it can be challenging to stay in sync with reports and presentations being updated back in the office. Jenn knows this all too well. With most of her clients in different markets, she needs to have all the important info in one convenient spot while on the road. With OneDrive for Business, Jenn can pull up files or media kits to share and knows exactly where to find what she needs.

Plus, OneDrive for Business does more than let you view and edit your documents from anywhere. For example:

  • If your computer happens to die, get lost or is stolen on that important sales trip, you can use someone else’s device and sign in as yourself. Office 365 remembers your most recent documents, so you’ll always have access to client presentations or reports.
  • Stuck somewhere without internet access but want to get some work done? OneDrive for Business helps you get around your Wi-Fi troubles and work offline by syncing files and folders into your library.
  • For large ongoing projects, instead of sending specific files, it can be easier to share a whole folder with your client, so that they always have access to the latest reports on OneDrive for Business.

2. Stay on top of what matters with Outlook

Like many people, most of Jenn’s day is spent in Outlook emailing clients, setting up meetings, viewing the team calendar and sending and receiving the latest sales reports. She likes having the same functionality and rich features in the Outlook app, which is especially useful for travel and staying connected on the go.

Power-user tips for smarter emailing and calendaring with Outlook help you get even more done:

  • Sending a large presentation to a client and don’t want to overflow their inbox? Share as a OneDrive cloud attachment and not only free up space, but make last-minute tweaks without having to re-send the file.
  • Use Outlook Customer Manager to track customers and see all related info—email, meetings, calls, notes, files, tasks, deals and deadlines—in a convenient focused list view. Deals and even customers can be prioritized and then easily shared with other team members.

3. Stay in touch with your team or clients with Skype for Business

Whether you have a few remote team members, like Jenn, or multiple sales offices across the country, staying connected and aligned on business priorities is key. With Skype for Business, Jenn can easily turn a messaging chat into a call to quickly resolve a problem or close a deal.

There are other ways that Skype can help bridge the distance between teams or clients:

  • Want to have a call with a client not on Skype for Business? No problem! Meet with up to 250 people—all they need is a phone or internet connection to get started.
  • Don’t just talk, have a truly interactive meeting by sharing your screen and annotating PowerPoint for real-time collaboration. Then share it all with anyone who couldn’t make it via a recording. You can also use a whiteboard, polls, Q&A and built-in IM during your sales meetings for instant feedback.
  • Help build connections and relationships with remote clients through video calls. Enjoy industry-leading HD video for online meetings that feel top quality and trustworthy. Focus more on the people in your call, with added features like automatic cropping and head tracking.

Whether it’s storing, syncing and sharing files in OneDrive for Business; smarter emailing or calendaring with the Outlook app; or audio, HD video and web conferencing with Skype for Business; there are many reasons to become a champion for the latest productivity technology within your team or company. Learn how you can get more out of your day with Office 365. Watch the full story of how Jenn simplified her job, and spread the word within your organization.

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1 comments
  1. I thought the 20000 file limit had been removed at the beginning of 2016.

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