Integrating ForceManager with Microsoft Teams

An integration that lets you handle video calls like in-person meetings, with events, goals, activities, and tasks all connected in real time.

MY ROLE
User experience
UI Design
TEAM
Microsoft team
Product managers
Software engineers
CEO
TIMELINE
Nov 2020 - Feb 2021 Released
CONTEXT
ForceManager is a CRM platform designed to streamline sales processes. The ForceManager integration with Microsoft Teams allows users to easily view and access ForceManager CRM data directly within the Microsoft Teams platform, enhancing collaboration and improving accessibility across devices.
Overview
ForceManager is a mobile and web-based sales management software that helps track, analyze, and improve your sales team’s performance. It automatically handles reporting and simplifies information management, allowing you to focus on what matters most—selling.
The Problem
When the pandemic forced sales teams to go remote, everything shifted. Salespeople were left juggling multiple disconnected tools—CRM systems, video calls, email—making it difficult to quickly access customer info during meetings. This fragmented approach not only wasted time but led to missed details, slower communication, and a strained customer experience.
The Solution
To solve this, we integrated ForceManager’s CRM with Microsoft Teams, bringing everything sales teams need into one platform. Now, salespeople can manage their agenda, sales activities, and customer meetings within Teams, easily access key data during calls, and automatically log interactions—all without switching apps. This streamlined workflow saves time and boosts efficiency.
Results
Sales teams can now schedule and report video calls directly within ForceManager through Teams, automatically sending invitations and creating events. After each call, interactions are logged in the customer profile, making follow-ups faster and more accurate. With everything in one place, salespeople can focus on building relationships and closing deals—without the hassle of managing multiple tools.
Research
After conducting several interviews, I identified key pain points and challenges faced by users using ForceManager and Microsoft Teams simultaneously, highlighting the following key user stories:
Dulce
Sales Executive Manager

"The process between ForceManager and Teams is slow, requiring users to switch back and forth between systems to access content."

Julien
Field Sales Executive

"Creating an event, task, or any entity during a meeting becomes complicated if I have to exit Teams to create it in ForceManager, as it causes me to lose focus on the conversation."

Sergio Miguel
Solutions Architect & Pre-Sales Manager

"I currently do not have a global view of the entities or what happens within ForceManager in Microsoft Teams."

User flow
In collaboration with the Microsoft design team and product managers, I focused on aligning team guidelines and user behavior to create a cohesive style guide. To guide our discussions, I developed and iterated on a user flow, which served as the foundation for refining our approach. The flow included the following steps:
Features
During the interface design phase, I researched Microsoft’s design system guidelines to build components that align with their standards. I also studied platform user behavior to ensure a consistent user experience across the platform. The following pages showcase the results.
The Dashboard provides a comprehensive view of your business agenda, allowing you to track recent activities, goals, upcoming tasks, and events in real-time. You can also join video calls with a single click.
The Events widget displays meeting details with accounts, so you can easily access and join your video calls without leaving Microsoft Teams.
Users can view sales targets for their team and individually with the Goals widget. Track visit goals for sales reps, product line targets, and monitor progress on acquiring new first-time customers each month.
The detail panel gives you quick access to actions like sharing, editing, calling, and messaging.
The top tabs provide quick access to lists of entities, allowing you to create new events, tasks, and more.
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Get in touch!
leonkibuka@gmail.com
Designed by León Kibuka