Overview
Microsoft Teams Channel is the integration between Maximizer and Microsoft Teams designed to supercharge your sales and support processes through seamless collaboration. Elevate your team's efficiency by connecting sales opportunities and support cases in Maximizer with MS Teams channel, ensuring one-click access for instant communication and facilitating faster deal closures and issue resolution. Link an opportunity or case to an existing channel or create a new channel on the fly. Streamline workflow with a direct link in your MS Teams channel to the corresponding opportunity or case in Maximizer, putting critical information at your fingertips. Keep everyone in the loop effortlessly as Teams Channel automatically updates your MS Teams channel with real-time opportunity stage changes, empowering your team to stay responsive and act promptly.
- Link Maximizer sales opportunities and support cases with MS Teams channel, leveraging the Teams for immediate communication. You can link an opportunity or case to an existing channel or create a new channel on the fly.
- Enjoy the convenience of one-click access from Maximizer to the linked MS Teams channel, facilitating quick and effective communication with your team.
- Access critical information in Maximizer with a direct link in the MS Teams channel to the connected Maximizer opportunity or support case.
- Stay in the loop with the automatic posting of opportunity stage updates in the linked MS Teams channel, ensuring the entire team is informed and aligned.
Prerequisites
- You should be a Maximizer Base or SLE client.
- You should have a Microsoft Teams account.
- Users can install the integration only after the company admin, with administrative privileges in both Maximizer and MS Teams, enables the integration for the entire tenant.
- Your Microsoft Teams subscription should include access to the "Teams" functionality to enable the integration for connecting Maximizer opportunities and cases to MS Teams channel.
- The Maximizer user's email address must match exactly with the email address of the corresponding Microsoft Teams user being connected via integration.
To create new teams and channel within MS Teams through integration, it is necessary to possess the appropriate permissions within your MS Teams environment.