Microsoft Teams is a powerful tool for collaboration and communication, but it can also help you connect with your clients in innovative ways. In this article, you will learn some tips and tricks to use Teams to enhance your client relations and deliver value.
One of the benefits of Teams is that you can create different channels within a team to organize your conversations and files. You can use this feature to create a dedicated channel for each of your clients, where you can share updates, feedback, documents, and more. This way, you can keep your communication with your clients streamlined and transparent, and avoid cluttering your inbox or losing track of important messages.
Creating a dedicated channel for your customers on teams is a great way to keep the communication flowing. It can be a great way to share updates, check in on how they are getting on and for your customers to ask quick questions.
Another way to use Teams to connect with your clients is to leverage its video and audio capabilities. You can use video calls to have face-to-face meetings, presentations, or workshops with your clients, and use features like screen sharing, whiteboard, or polls to make them interactive and productive. You can also use live events to host webinars, trainings, or Q&A sessions with a large audience of clients, and use features like captions, chat, or Q&A to make them accessible and engaging.
Embrace the future, and dare to encourage your team (and your clients) to use VR/AR technologies. Whether we like it or not, this is where things are headed! Microsoft Teams Mesh is one of the leading tools that use provide this service. Be an early adopter!
With the way the business world is now, remote is the default way to have meetings. Video calls are vital to get that personal feeling, you should always have your camera on when meeting clients and your own team, you would never hide your face in a physical meeting!
Teams also allows you to use apps and tabs to integrate external tools and resources into your channels and chats. You can use apps to add functionality and features to your Teams experience, such as surveys, analytics, project management, or CRM. You can use tabs to pin websites, documents, or dashboards to your channels or chats, so that you and your clients can access them easily and quickly. For example, you can use an app like Forms to create and share surveys with your clients, or use a tab like Power BI to display and discuss data insights with your clients.
Adding in the tasks tab is a great way to keep your own check list of things to do and to ensure your teams tasks are documented and clear for everyone.
Another way to use Teams to connect with your clients is to use chatbots and workflows to automate tasks and processes. You can use chatbots to provide information, answer questions, or perform actions for your clients, such as booking appointments, sending reminders, or collecting feedback. You can use workflows to automate repetitive or manual tasks, such as sending invoices, generating reports, or updating statuses. For example, you can use a chatbot like QnA Maker to create a FAQ bot for your clients, or use a workflow like Power Automate to create a flow that sends a thank you email to your clients after a meeting.
Automation is key for every business. If you are not automating tasks then your business is moving backwards, even if you are growing. You need to ensure you can take on more work with your current resources and ensure accuracy and consistency which is only achieved fully with automation
Finally, you can use Teams to connect with your clients in a more personal and fun way, by using emojis, GIFs, and stickers to add personality and humor to your messages. You can use emojis to express your emotions, reactions, or feedback, such as a thumbs up, a smiley face, or a clapping hands. You can use GIFs to add animation, movement, or memes to your messages, such as a dancing cat, a laughing baby, or a famous quote. You can use stickers to add illustrations, characters, or captions to your messages, such as a unicorn, a superhero, or a motivational phrase. These elements can help you create a friendly and relaxed tone, and show your clients that you are human and approachable.