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Article

Conquering CRM with Teams: Becoming a Spartan

Teams has been a key factor in many successful CRM stories. From streamlining processes to improving customer relationships, Teams has helped businesses achieve their goals. Learn about Teams and how it can help your organization succeed!



Teams CRM Success Stories

What is 

Teams

When it comes to customer relationship management (CRM), teams are an essential and powerful tool for scaling your business. Teams allow companies to efficiently keep track of customers, manage and distribute tasks, and respond quickly to customer requests or issues–all in one place.

Teams essentially consists of people who come together to collaborate on a goal or task. They can be internally-based within the organization's staff, or externally-focused on customers, suppliers, investors etc. A team works like a well-oiled machine–each person has their part to play in reaching the desired outcome and all work harmoniously together toward that goal.

Organizations can create various types of teams depending on their needs: departmental teams with individual roles assigned; issue resolution teams who are dedicated to solving customer problems; project collaboration teams with cross functional members working together; regular Ops Team responsible for daily activities; even virtual/remote support team from anywhere in the world!

For businesses aiming for success, having strong Spartans — or gladiators as some may prefer — leading every aspect is key. Just think about it – each member fills a critical role within their team and brings that special ingredient needed for victory! Orchestrated this way, each warrior brings a wealth of knowledge and expertise coming together as one strong unit that is focused on results. If you want sustainability going into battle without fail, then dialogue between teammates is paramount ensuring everyone stays up to date no matter where they stand along the battlefield lines.

To summaries things up – high performing "teams" require structure and guidance providing clear direction of where goals need to head towards as well as trust crafting psychological safety foundation amongst participants which will secure productive conversations throughout the course of game plan execution.

How you can leverage it in your business

  1. Keep your CRM teamms organized with Team creation. Create a space where each of your customer service reps can find all the necessary customer data and keep everyone on the same page by automating task assignment, follow-up systems and updating contact information.
  2. Streamline communication between different teams in your CRM using Teamms for easy messaging across departments and regions. With conversations automatically archived, colleagues can quickly refer to past communications without relying on emails or other external platforms that aren’t connected to CRM solutions.
  3. Boost team productivity through collaboration features available in Teamms - taking advantage of co-authoring documents, polls, surveys and whiteboard sessions during virtual meetings where feedback is instantly provided and captured within the platform itself for future reference.
With customer service automation and collaborative tools, Microsoft's Teams has become an incredibly powerful tool for managing customer relationships in today's modern CRM workflows.

Other relevant use cases

  1. Departmental Teams
  2. Issue Resolution Teams
  3. Project Collaboration Teams
  4. Regular Operations Team
  5. Virtual or Remote Support Team
  6. Sales Team
  7. Marketing Team
  8. Customer Service Team
  9. Platform Development Team
  10. Search Engine Optimization (SEO)Team

The evolution of 

Teams

Teams

The modern concept of “Teams” in Customer Relationship Management (CRM) is believed to have originated over twenty years ago. It was around this time that businesses began recognizing the value of strategically pooling small teams of employees together, creating divisions with common interests and areas of focus within their companies. This early form of organization led to customer segmentation and greater interaction between varying departments.

In recent years, “Teams” has evolved significantly; it now refers more to a suite of applications developed by Microsoft which enables customers throughout an organization to easily collaborate, communicate and manage customer relationships through one platform. As such, this technology has enabled businesses to drive customer engagement and reduce operational costs across departments. With these capabilities at their disposal, it is no wonder that CRM professionals look towards Teams as one of the most powerful tools available for customer management today.

Looking ahead, there are many exciting possibilities for “Teams” within CRM – from providing advanced AI capabilities during live chats with customers throughout online platforms, to increased automation options with things like conversation bots – all which can help free-up time for businesses seeking improved workflow optimization and customer satisfaction rates. The growth potential here is tremendous as more organizations seek out a data-driven approach utilizing this technology in order to meet their goals efficiently today as well as in the future.

All told, although they began over two decades ago as a means of departmental organization and efficiency gains between staff members internally, “Teams” continues to evolve into ever more powerful tools when combined with CRM practices aimed at driving outstanding engagement between businesses worldwide and their valued customers both present and future..

Sweet facts & stats

  1. The average CRM team size is between 5 and 25 people.
  2. Increasingly, teams in the CRM space are globally distributed and interactive.
  3. About 75% of new customer inquiries stem from team interactions in CRM systems.
  4. Teams who effectively use analytical approaches to their customer data see an increase in engagement by 20-30%.
  5. 79% of sales reps say they sometimes or often need assistance from other teams when troubleshooting a problem in their CRM system.
  6. Compliance standards for customer data protection require teams whose primary focus is on managing risk identified within the organization’s major security protocols.
  7. Just like spartans and gladiators fought with swords despite immense odds, one in three successful CRM times have thrived despite having less than five members!

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