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Aardvark Sales for Teams

JFDI Consulting Ltd

Manage your sales funnel collaboratively, focus on the best leads right there inside Microsoft Teams

Microsoft Teams is an excellent collaborative platform.
But your old CRM doesn't work inside Teams.
Aardvark Sales for Teams does.

Aardvark Sales for Teams puts your sales pipeline/funnel directly into Microsoft Teams. Organise it how you like, e.g. a team per brand, a channel per vertical market, a tab per sales team.

Sales team collaboration improves sales quality. Direct resources at the best sales opportunities. Improve lead relevance & quality of sales.

  • Simple & intuitive to use without user training
  • Familiar Kanban view of sales opportunities
  • Customise data stored, add exactly the data you need
  • Includes a flexible collection of meaningful charts
  • Use your data throughout Microsoft Office suite including Power BI
  • Extend, connect & automate with Microsoft Flow
  • Private & secure: your data is stored in your own Office 365 tenancy
  • Manage documents & conversations relating to each sales opportunity
  • Compare multi-currency opportunities in your own base currency

Add Aardvark Sales for Teams to many tabs in a Channel or Team. Drag and drop opportunities between sales pipeline stages. Each Tab can be configured to roll up data from the Channel or across the entire Team.

Customise the format of your sales opportunities by adding columns in the Aardvark SharePoint List. Aardvark automatically adapts to support your custom fields. The List is independent of Aardvark, so you'll always have access to your data whether or not you subscribe to the Aardvark service.

Customer Feedback:

“Aardvark Sales for Teams helped us zoom in on high quality opportunities, and work together to close the sales”

Pete Jenkins, CEO, Gamification+ Ltd

Benefits:

  • Increase in data entered by sales staff
  • Sales pipeline visibility to management again
  • Resources directed to key opportunities
  • Collaboration in sales teams increased the number and quality of sales
  • Collaboration in teams has been more visible and morale and motivation has improved

About JFDI Consulting Ltd

As a Microsoft Gold Certified Partner, JFDI are experts in consultancy, training and software development. We use technology to deliver measurable benefits for our clients: improving speed, efficiency, accuracy, productivity and customer engagement.

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