Customer Engagement apps for Microsoft Teams give companies an incredible opportunity to connect with consumers, increase sales, and build long-lasting connections.

The flexible Microsoft ecosystem makes connecting your collaboration tools with contact center systems, productivity tools, and even marketing solutions easy.

With the right apps, you can use Teams to engage with customers throughout the purchasing journey, unlocking endless new opportunities. The question is, which Microsoft Teams “customer engagement apps” will drive the best results for your company?

Today, we’re taking a closer look at some of the most powerful tools within the AppSource marketplace, perfect for enhancing customer relationships.

The Best Customer Engagement Apps for Microsoft Teams

The easiest way to leverage Microsoft Teams in your customer engagement strategy is to integrate the platform with your contact center. There are dozens of contact center options available for Teams today, each with unique CX tools built-in.

However, the following customer engagement apps on the AppSource platform can also deliver a host of benefits to companies looking to delight and convert customers.

Let’s dive in.

1.      ChurnZero

One of the most popular customer engagement apps for Teams, ChurnZero is an end-to-end customer success platform. The solution helps companies fight churn with valuable insights. Plus, it gives employees the tools to make the most of their current customer connections.

Within Teams, ChurnZero makes it easy to view and share insights about customers, users, and segments in seconds. With access to all the information they need about customer preferences and behaviors, agents can deliver more personalized, powerful experiences.

2.      Sales Copilot for Teams

Part of Microsoft’s evolving collection of “Copilot” generative AI solutions, Sales Copilot aims to unlock greater productivity and efficiency for your sales team. The powerful AI assistant brings workflows and sales-specific prompts directly to Teams and Outlook.

It also connects directly with CRM solutions like Salesforce and Dynamics 365. With Sales Copilot, customers can leverage data about customers for more engaging conversations. They can also access valuable prompts and guidance throughout discussions to boost the results of every interaction.

3.      Live Chat

Chat has become one of the most popular forms of customer communication in recent years. Not only do customers leverage chat services to reach out to service teams, but they also rely on chat solutions for guidance and insights throughout the purchasing journey.

The Live Chat app for Microsoft Teams allows users to chat with consumers on their website straight from Teams. You can see who you’re talking with in real-time, what page they’re visiting, and even send quick replies to common questions. There are also tools for sending and receiving files from chat visitors, handing chats to different team members, and creating routing rules.

4.      Bigin by Zoho CRM

Many of the best customer engagement apps for Microsoft Teams focus on giving agents the information and insights they need to serve customers better. Bigin by Zoho CRM is a tailor-made tool for small businesses that deliver all the data agents need to convert customers into the Teams app. Users can access contacts, deals, and pipeline information during any conversation.

Bigin is even available as a tab on Teams, ensuring the flow of discussions isn’t disturbed by agents switching between tabs and applications. Bigin also offers a messaging extension on Teams to set the context for meetings and help agents plan conversations.

5.      HeyMarket

Another of the top Microsoft Teams customer engagement apps for unlocking the benefits of omnichannel communications, HeyMarket is a convenient tool for business text messaging. The solution allows users to send messages to customers through Google Business Messages, Apple Business Chat, SMS, Facebook Messenger, and WhatsApp.

With this convenient tool, agents get access to shared inboxes, trackable assignments, and templates, ensuring they can stay productive when connecting with customers. The great thing about this tool is it supports all members of the customer engagement workforce. Customer service agents, marketing, and sales teams can all use the tool for various use cases.

6.      Customer Insights

Currently available in preview, Customer Insights from Microsoft adds a new bot to your Teams experience, ready to provide you with direct information from Dynamics 365. The solution aims to empower teams to better engage customers by allowing them to look up customer profiles quickly.

With this app, agents and professionals in the business landscape can rapidly access information about any customer and use it to personalize the service experience. The bot even presents handy customer cards for each client, packed with specific details to drive business decisions.

7.      Qualified

A comprehensive conversational sales and marketing platform, Qualified is ideal for businesses already using Teams and Salesforce CRM. The tool allows companies to configure internal teams’ alerts to guide customer engagement strategies. For instance, you can use the system to immediately recognize when a customer visits your website with an open opportunity in Salesforce.

There are also tools for automatically identifying existing customers and notifying account leaders with suggestions for up-sells and cross-sell opportunities. Qualified boosts customer engagement by ensuring your team members can reach customers at the perfect time in the buyer journey.

8.      Typeface

A relatively new addition to the range of customer engagement apps on Teams, Typeface is a content creation solution powered by generative AI. The app for Teams supports employees in creating brand-centric content for marketing and sales strategies. Quick-start templates help you craft content from various resources, including videos and documents.

Plus, you can also share and collaborate with Typeface, delivering messages to other team members and asking for their input. There’s even the option to make edits in seconds with the included “generative refine” feature.

9.      Zendesk

Zendesk is an all-in-one solution for helping employees solve tickets faster, boost their productivity, and connect more effectively with customers. With the Zendesk app for Microsoft Teams, users can view, create, and update tickets directly in Teams. They can also get real-time ticket notifications based on various factors to help them engage with consumers at the right time.

The Zendesk app also allows users to import ticket views as tabs into a Microsoft Teams workspace or turn a comment from a conversation into a new ticket. Plus, you can deploy answer bots within Teams on your client channels. This means you can answer customer questions quickly and effectively within Teams.

10.  Pipedrive

One of the most popular customer engagement apps for sales teams, Pipedrive empowers employees to stay on top of deals and engagement with real-time insights and updates. You can even schedule and join videos directly from the Pipedrive activity menu.

The Teams bot for Pipedrive sends users updates on deals, people, organizations, and activities. Plus, users can receive updates in channels or personal messages. Pipedrive helps keep employees and agents informed while working on customer deals. It also provides companies with the visibility they need for exceptional collaboration.

11.  YouScan

Ideal for keeping your finger on the pulse of customer sentiment and perceptions, YouScan is an AI-powered social intelligence platform. The app for Teams allows users to analyze consumer opinions, discover actionable insights, and manage brand reputation in one place.

With the connector, companies can choose which topics and terms they want to monitor and provide instant insights to users within Teams channels. This is an excellent way to ensure your team members can reach out to potential customers when they mention your brand online. Plus, it could help you to stay one step ahead of PR disasters.

12.  SAP Service Cloud

Offering various ERP and CRM solutions for business leaders, SAP is one of the most popular sales and customer service platforms. The SAP service cloud connector for Microsoft Teams ensures companies can bring the platform’s power into their collaborative workflows.

With the SAP Service Cloud and Microsoft Teams integration, users can easily engage with customers, share workspaces, and more with just a few clicks. You can even access valuable insights into your customers throughout their purchasing journey.

13.  Troops

Both a productivity app and one of the best customer engagement apps in one, Troops is a powerful tool for business leaders. Created for go-to-market teams, Troops monitors critical systems like Salesforce for changes and notifies key people when conditions occur. The solution lets business leaders update every employee with valuable information and opportunities.

Plus, the system combines insights from multiple different platforms at once. This ensures employees have the data they need to make intelligent decisions when engaging with customers. Troops can integrate with Salesforce, HubSpot, Zendesk, Jira, and more.

14.  HubSpot

Ideal for sales, marketing, and service teams, HubSpot helps employees build deeper customer relationships through actionable data. The HubSpot app for Microsoft Teams connects the collaboration platform with HubSpot’s CRM. This ensures users receive notifications about deal opportunities, pipeline changes, etc.

Users can also manage activities within HubSpot from Microsoft Teams, setting reminders, mentioning team members, and submitting forms. With HubSpot, users can track every opportunity, reducing the risk of lost sales and unhappy customers.

15.  Customer Onboarding

Creating truly engaged customers doesn’t just mean knowing how to deliver excellent service or produce the best marketing campaigns. Business leaders also need to ensure they’re investing in the success of their customers with the right onboarding strategy.

The Customer Onboarding “Autopilot” tool speeds up the onboarding process with powerful automation. You can immediately send customers valuable documents, videos, and content when they join your community. Plus, there’s support for digital signatures and reporting, too.

The Best Microsoft Teams Customer Engagement Apps

Above, we’ve covered just a handful of the best customer engagement apps available for Microsoft Teams. These innovative solutions will help customer service agents to serve their customers better and deliver more personalized experiences.

Plus, these tools can help boost sales teams’ performance and enhance the productivity of your entire workforce.



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