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Discover what sales team collaboration is and why it matters

Each department of any organization needs to work cooperatively with one another if they want their business to work like clockwork. Overall, managing the business processes in smaller companies will be much easier than dealing with difficulties of customer service at huge enterprises. Nonetheless, companies of any scale face similar problems when it comes to managing sales departments. For example, every sales team wants to work with sales-ready leads, focus on the most profitable customers and suggest only the most relevant products or services right when the client wants them. Recent studies suggest that your salespeople are more likely to achieve more if they work as a team. But what if the individual managers within the sales department are failing to work as a unit? The customer retention gauge may drop and customer attrition increase. These consequences can be detrimental for any business. Luckily, there is a way out of this seemingly dead-end situation. You can turn the tables by implementing the CRM solution with integrated collaboration tools.

Beginner’s Guide to Sales Team Collaboration

What is Sales Team Collaboration tools?

Top-notch CRM solutions provide out-of-the-box processes and enable absolute control over the complete customer journey and internal communication within the company. That control is maintained through a number of advanced integrated tools and sales team collaboration tools are one of them. You can find out more about them here – https://www.bpmonline.com/crm/sales-collaboration. Therefore, it is very important to set up a system where your sales representatives would be able to share helpful information without any communication obstacles. What are the key benefits of sales team collaboration?

1. Collect data and communicate with no boundaries

The importance and influence of social media on today’s sales processes should not be underestimated. The best CRM applications are capable of tracking valuable information from social networks like Facebook or Twitter to enrich the profiles on each individual customer. However, it is not the only area where social media aspect turned out to be beneficial for the business. The leading CRM vendors figured out it is a fertile place for more to flourish. For instance, bpm’online CRM is empowered with an integrated enterprise social network (ESN) which is one of the key pillars that the sales team collaboration stands on at forward-thinking companies. Enterprise social network enables colleagues to distribute precious data, engage, and cooperate. Your salespeople can review the latest news from various channels, assignments or associates. ESN users from several divisions and business units can debate the progress of deals and task regardless of where the sales rep is actually located.

2. Keep your finger on the pulse of your business

Another thing that makes sales collaboration tool priceless is the fact that you can actually evaluate the productivity of your sales managers. Analytics is equally as important as business process automation, document flow automation or contact management. CRM solutions equipped with advanced analytics can apply various indicators to scan through all available information in order to transform big amounts of data into meaningful reports. For example, it allows you to monitor the progress of the sales pipeline on every stage. Thanks to these reports, you can estimate the growth of every sales manager based on the amount of successful events, constructive calls, emails and other important indexes. Such comprehensive approach to analytics will give your salespeople the opportunity to see the complete picture of all sales activities and be prepared for future sales accordingly.

3. Keep the workflow of your sales team coordinated

If you want to transform individual sales representatives into a high-performance team, they will definitely need then to cooperate with each other. More and more businesses are beginning to realize that reaching your business objectives and meeting quota is actually a team effort rather than an individual input. And this is only possible if your CRM solution is equipped with planning tools that let you create tasks and schedule meetings directly within CRM. You can manage different types of activities: from individual tasks to group meetings linked to certain contacts, documents or opportunities. For example, when the manager creates a group activity, they simply tick off every sales representative involved with the task. Respectively, these sales representatives will instantly receive notifications in their calendars which reduces the likelihood of the data loss. As an addition, users are able to synchronize the calendar with Google Calendar and Microsoft Exchange.

4. Use knowledge base to educate new members of your sales team

Every sales manager is an important cog in the complex mechanism of the sales process. It is crucially important to provide new sales representatives with an extensive knowledge database that will get the newcomers up to date as quick as possible. Sales collaboration tools give them an opportunity to swiftly integrate into the workflow and work with available leads on the same level as more experienced sales professionals do. With an extensive knowledge base, sales managers have the ability to access vast volumes of handy information and use it to their advantage. For example, the knowledge base contains essential articles on the most productive sales process techniques and recommendations on the most effective sales strategies. Not to mention, the impressive collection of useful presentations, FAQs, document templates and other educational materials. The ability to educate and prepare new sales management will save your business a lot of time and let you sales reps focus on the sales process without any distractions.

The companies that are eager to improve their sales teams need to understand that communication and productive time-management are the heart of any business. In a world of ever-rising competition, salespeople need to be armed with the most effective collaboration tools. The triumph of the applied sales strategies relies heavily on coherence of the processes and people involved. Fortunately, sales team collaboration comes in handy for the most ambitious companies.

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