Sales Account Management Microsoft Teams Template


Manage your sales key accounts in Microsoft Teams with Account Management Template. As a result, automate your daily processes and succeed in long-term strategy.


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Sales Account Management Microsoft Teams Template

Make your Sales Process easier

Business Channels

Focus on short-term and long-term results and use clear and simple structure. Automate the process of sales Team creation with Microsoft Teams Template.

Our advice!

Don’t forget about Customer Service importance and control this process on Customer Support Channel. Moreover, explore useful Channels, such as Compete Watch, Account Planning, etc.

Business Channels

To-do list

We know that it’s important for you to use effective planning tools.Thus, build strategic account plans and implement it for your sales Team.

Our advice!

Track every task assigned to members of your team by using our Ready to use Planner. In addition, look at Supporting Documents and Process Stages boards.

To-do list

Guidelines Included

Provide your Sales Team with efficient work space. Set up Guidelines once and be sure, it will be automatically copied to your new Team.

Our advice!

Add your internal tools or website to simplify daily work of your sales reps. For example, add SharePoint to your Tabs. Here you can share your strategies, presentations and goals.

Guidelines Included

READY TO BUILD YOUR FIRST SALES ACCOUNT MANAGEMENT TEMPLATE? 😉

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Microsoft Teams Sales Management:

The Use Cases to increase your sales

Fully Customizable
Microsoft Teams Templates


List of Channels
for your Sales Team

Share Content
with your Team

Manage Tasks
with your own Planner

For the love of IT!


Naming Convention

Approval Workflow

Corporate Catalog

Audience Targeting

Permanent Owners/Members

Azure AD secure

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