Founded in 2009, iGlobe is a Denmark-based company specialising in building solutions for the Office 365 (now Microsoft 365) environment. Its flagship solution is the iGlobe CRM system, which integrates customer relationship management capabilities with the Microsoft Teams collaboration platform. iGlobe is a certified Microsoft Partner, with Gold Partner status in cloud productivity and Silver Partner status for the small and mid-market cloud. Notably, the company is also part of the International Association of Microsoft Channel Partners (IAMCP) Denmark Chapter, further cementing its position in the Microsoft ecosystem.
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iGlobe CRM has natively supported Microsoft Teams from the beginning, right from when Teams launched in 2017. This is among iGlobe’s many apps for Microsoft users — who can implement a virtual assistant, a planner extension, and reporting tools in conjunction with their CRM solution on Teams. The iGlobe CRM app for Microsoft Teams lets users access critical custom critical information and insights without leaving the Teams ecosystem and use CRM data to make collaborative decisions. This is particularly helpful for B2B sales and marketing teams, as they no longer need to leave the Teams platform to fetch customer context when speaking with colleagues.
Inside iGlobe CRM for Microsoft Teams
A prerequisite for using the iGlobe CRM integration is a fully functional iGlobe account. Pricing for the product starts at $28.99 per user per month, which is ideal for small to mid-sized businesses. Once they have signed into their iGlobe account, they can download the app free from Microsoft AppSource.
This will enable the following key features:
- Access CRM data in Teams: The central capability of the iGlobe CRM app is that it allows users to retrieve vital customer information without leaving the Microsoft Teams interface. Each customer is an assigned card, with a summary of information visible at a glance, including name, address, company, and phone number. Users can expand each card to view more detailed information, such as recent email exchanges and meeting reports.
- Search for relevant companies and contacts: The iGlobe CRM app allows users to look up specific client companies from Teams and then look for communication within that company. They could also select multiple comps once and find contact information from this group. The app makes it extremely easy to search for and find information from an extensive CRM database.
- Pinned tab on channels: This is how the iGlobe CRM app primarily functions. Users can directly add the app as a channel tab when installing the platform, allowing all channel members to view CRM data. They can pin iGlobe CRM to the appropriate channels, such as sales and marketing departments, developers working on a particular account, etc.
- Mobile app optimisation: iGlobe has optimised the CRM app for seamless functionality even on mobile phones. Users can access all the features available on the desktop, gaining access to essential customer data anytime, anywhere.
- Integration with other Microsoft systems: As a certified partner, iGlobe is closely integrated with the Microsoft ecosystem across various solution environments. This lets users make the most of the integration with Teams — for example, you can collaboratively work on a customer account with your colleague on Teams, you can set up a task list on Microsoft Planner based on your discussions, and you can create a SharePoint site with the necessary sales enablement material.
- Deep customisations: iGlobe CRM, thanks to its very architecture, is easy to customise without any coding. It uses the Microsoft SharePoint platform to store and organise content, making it easily extensible.
Why the iGlobe CRM App Makes a Difference
The iGlobe CRM app for Microsoft Teams makes nearly every essential feature of the CRM platform available inside the Teams interface. This lets users intersect their communication and collaboration workflows with customer data and lead management, significantly boosting productivity. For sales and marketing professionals, this app can be an invaluable tool for retrieving critical information exactly when needed; the ability to add context by reading through past email conversations in Teams is probably the critical tank differentiator of all.
What We Think
Companies that need a CRM solution purpose-built for use alongside and with Microsoft/Office 365 products should consider iGlobe CRM. The company’s other integrations, like MIPA (a personal assistant), further enhance its ability to simplify work and add value. Download the iGlobe CRM app here.
