Microsoft Teams vs. Salesforce CRM Analytics

It's amazing as a daily driver for team communication, and document search/store. Also, if you're doing a lot of LONG meetings and have trouble remembering details, the AI summarization is amazing and convenient. It just works. I'm not saying I always do this, of course, but if I need to 'skim' instead of really digging into every detail from a meeting, the AI-generated summary is generally good enough that I can get away with it.

For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.

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• All in one communication for Teams.
• High quality and reliable both audio and video meetings.
• Well organized and clear instant chat.
• Excellent security features.
• Beautiful integration with 3rd party tools and systems.
• Perfect compatibility with windows ,android and iOS.
• Allow meetings recordings for later us or sharing with teams that missed the live.

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• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

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• The webinars feature has some missing functionally such as the ability for all users to use the Q&A feature (only those with a Microsoft Teams account can use it now), the ability to upload documents for attendees to easily access and download, and the ability for presenters and organizers to easily chat amongst themselves throughout the webinar.
• The "Channels" organization hierarchy could be more clear. If you have several channels set up, it can get clunky and hard to find the specific channel you are looking for.
• The MS Planner tool lacks functionality and organization. You cannot assign more than one person to a task and it's confusing when you try to share tasks with people - it would be nice if they were automatically added to someone's calendar.

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• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

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Microsoft Teams is included with our Office 365 subscription and we have no intention of migrating off of Office 365 and Microsoft products. Since Microsoft Teams is included for free with our Office 365 subscription, and since we enjoy all the features, benefits, and functionality, there is no question that our team will continue to use the product

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If you have the full Microsoft Office suite, it works really well because it's integrated well within its ecosystem, but if not, it can be annoying because it tries to open a shared file in the web versions of the file equivalents. The web version is also a bit slow, and the login is very difficult to handle if you have multiple Microsoft or Outlook accounts.

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For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

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Rare, but outages do happen

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Sometimes about once a week I get a message that says "Sorry, there seems to be something wrong". But it goes away in a few minutes.

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The overall support provided by Microsoft for Microsoft Teams has been quite good but there is still some room for improvements. Microsoft needs to proactively work on fixing the open bugs in order to provide a seamless experience to the users. But over the service and experience provided by the Microsoft team have been quite satisfactory.

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I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

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I find everything I need for my day-to-day work.

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An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

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Microsoft Teams offers a much more integrated experience between their chat and video call function compared to Google Chat and Slack. Both other tools are much better for internal communications are they have simpler UI without other features. Whereas Microsoft Teams can be used for more critical conversations, particularly between external companies, and has been very useful in sales conversations which is what we chose it for when speaking to companies that work exclusively through Microsoft.

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Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

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Honestly, this tool is worth every penny. Yes, it's not free and you pay for the quality of services and the license. But the ROI and the benefits are all there. Also, the renewal, negotiation, and contract terms are all very well explained by our Microsoft account manager, and she's a charm.

It does not appear to have a limit to how many teams and employees we can have using it

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I used Skype for Business to take calls, hold conferences, and provide remote assistance to users. Microsoft Teams, on the other hand, is superior to Skype for Business in my opinion. My job entails a lot of screen sharing.

• Personally, I would say that by using Microsoft Teams, it upped my collaboration with my colleagues by around 50% or around more than half of what I usually did prior to using it.
• I had 100% show rate and attendance on all of my meetings in the past 6 months.
• If I may add, I also have been chattier & collaborative towards my colleagues in past 3 months particularly the month of December when we had huge traffic at work. I would estimate this behavior to have been increased by around 60% than what I usually incur during normal operating days.

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• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

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