Bring Vera into your Microsoft Teams sales conversations.

Delegate research and sales tasks from your connected Teams environment and receive the results where your team coordinates its work.

Sales work with Microsoft Teams

Connect the team conversation to the rest of the sales stack. Teams is the entry point; Vera uses the data access and connected accounts you have configured to complete the requested work.

  • Conversations
  • Tasks
  • Updates
  • Results

Account briefing

Ask in Teams → Read CRM context → Research account → Share briefing

Pipeline summary

Scheduled review → Identify missing next steps → Prepare summary

Research request

Describe a segment → Research evidence → Compare findings → Return result

Set the access around the work

Connect the account, review the available actions, and choose approval boundaries. Workflow examples illustrate what to configure; they do not promise a native webhook for every event. Scheduled reviews can be used where supported.

Plan your setup

Microsoft Teams access is included with Growth, Scale, and Enterprise.

Next steps