Automate the capture and measurement of account management activities using BeeCastle and Microsoft 365
Every meeting or email your team has with clients are automatically logged. Say goodbye to the manual activity report and hello to accurate data.
BeeCastle integrates directly with Teams Calling so any calls made through direct routing to customers is automatically recorded as an activity.
Always have BeeCastles insights available where you work with our official Microsoft Teams app. Collaboratively review activity in your channels. Plan WhiteSpace campaigns from within your Teams client.
We use BeeCastle because it works seamlessly with Microsoft Teams. The automation of call logging and the ability to simply collaborate around the relationship data without leaving teams is gold.
BeeCastle ActivityMap comes with a 14 day trial where we will:
Understand your engagement goals and outcomes for the POC
Import and sync your ConnectWise companies and contacts
Sync your Microsoft 365 accounts to provide immediate insights on your relationships from the past 6 months
A dedicated account manager for your feedback and a customised set up