Finance and Insurance

With Microsoft Teams

Collaborate effectively on deals, share documents, and automate workflows with Microsoft Teams Templates
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Why Microsoft Teams?

Learn how Microsoft Teams can help Finance and Insurance Industries

Secure Platform for Collaboration

Customize external and guest permissions, leverage private and shared channels, configure compliance policies, and secure your confidential data

Higher Productivity with Teams

Seamlessly integrate any app from Office 365 Suite (Planner, Power Automate, Power BI, Forms, etc.), 3rd party apps, and line-of-business applications

Effective Document Management

Upload, share and work together on documentation through SharePoint Library, and Files Cloning capability of Teams Templates

Why Microsoft Teams?

Learn how Microsoft Teams can help Finance and Insurance Industries

Secure Platform for Collaboration

Customize external and guest permissions, leverage private and shared channels, configure compliance policies, and secure your confidential data

Higher Productivity with Teams

Seamlessly integrate any app from Office 365 Suite (Planner, Power Automate, Power BI, Forms, etc.), 3rd party apps, and line-of-business applications

Effective Document Management

Upload, share and work together on documentation through SharePoint Library, and Files Cloning capability of Teams Templates

Microsoft Teams Templates

Build Teams templates for proposal management, key account management, retail bank, and other use cases. Build standard, shared, and private channels, upload files and folders, connect and pre-configure any Microsoft or 3rd party app 

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File Cloning

Upload guidelines, contract and proposal templates, codes of practice, and other documentation that will be useful for future teams based on your templates. Rest assured, they will be cloned to all newly created teams. Read more

Connect any 3rd party App

Using your line-of-business applications or third-party apps for managing operations and data analysis? Connect them with Microsoft Teams Templates using SalesTim APIs. Read more

Governance Policies

Configure Naming Convention, Audience Targeting, Security Policies, Permanent Membership, and other governance policies. Set up a strong Teams governance without charge on IT Explore now

Read more about
Microsoft Teams for Finance and Insurance

Book SalesTim DEMO

Discover how you can improve collaborative processes with Collaboration Templates, Teams governance policies, and integration with 3rd party apps