Preparing For Collaboration in Microsoft Teams

Adopting New Habits Is Hard Enough

Don’t make it harder on your users by not having a plan.

So get organized, and use this guide to direct your Microsoft Teams adoption so everything is awesome!

Getting Started

The core components of any adoption plan for Teams will include the following:

Learn more about getting started with Microsoft Teams.

Going Organization-wide With Purpose

Beyond your initial rollout, maintaining momentum with integrations to your telephony systems and CRM’s like come into play – which enables deeper adoption and context for your users in Microsoft Teams.

So whether you started with a pilot, and are now ready to go big, or you went all in on day one, these resources will help you navigate a meaningful deployment.

Learn more about going organization-wide with your Microsoft Teams deployment – including some strategies to make it awesome.

Accelerating Adoption with Woobot

Enabling your users to access important enterprise data natively in Microsoft Teams takes your rollout and adoption beyond simply connecting conversations to include the important data required to drive decision making as it happens. This is especially true with Salesforce, and we’ve made extending Microsoft Teams to include these integrations a breeze.

Learn more about how Woobot makes your Salesforce data totally awesome in Microsoft Teams.

Driving Adoption Is a Ongoing Process

The process of driving adoption never ends, and that’s not a bad thing.

Microsoft Teams product enhancements, onboarding new employees onto Microsoft Teams, and driving productivity over time requires a consistent approach.

Learn more about how to drive deeper adoption to keep your deployment sharp and usable.

Bringing It All Together

How your teams work is fundamentally changing, and it’s happening crazy fast – which is why rolling out solutions with a plan is critical to unlocking the value from Microsoft Teams.

You can’t just install collaboration and messaging into your culture and hope for the best. You have to foster it from within, and support it with technology in the right context. It’s a nuanced topic that puts user experience and the integration front and center – so keep it simple at first, and layer in additional capability over time.

What’s Next?

It’s pretty simple.

We want to make working with enterprise data as easy as chatting in Microsoft Teams because it just makes sense.

Now it’s your turn to experience the magic!

Can we help you unlock this potential in your organization by integrating Salesforce and Microsoft Teams? Drop us a line to start your free trial today and let’s do this.

Brandon Oelling

Hey there! I'm Brandon Oelling, co-founder and CEO of Our remote teams were awash in a sea of source systems, logins, and web forms to do simple things like responding to important changes in our business and collaborating with one another. We envisioned a world where our enterprise data lived in perfect harmony within our collaboration platforms. Turns out we weren't alone, so we built to fix that.