What are your best sales collaboration tools?

1 CRM software

CRM stands for customer relationship management, and it's the backbone of any sales collaboration toolset. CRM software allows you to store and manage all your contacts, leads, opportunities, and accounts in one place. It also lets you track your sales activities, pipeline, and performance, as well as share notes, tasks, and documents with your team. CRM software can integrate with other tools, such as email, calendar, phone, and chat, to automate and sync your workflows.

2 Video conferencing

Video conferencing is a must-have for sales collaboration, especially in the era of remote work. Video conferencing enables you to connect with your prospects and customers face-to-face, regardless of their location. It also allows you to share your screen, present your proposals, and demonstrate your products. Video conferencing can boost your engagement, rapport, and trust with your audience, as well as save you time and money on travel.

3 Chat and messaging

Chat and messaging are essential for sales collaboration, as they allow you to communicate quickly and easily with your team and your prospects. Chat and messaging can help you exchange information, feedback, and updates in real time, as well as resolve issues and answer questions. Chat and messaging can also integrate with your CRM and other tools, to notify you of important events, such as new leads, appointments, or deals.

4 Document sharing

Document sharing is another key component of sales collaboration, as it allows you to create, edit, and distribute your sales materials, such as proposals, contracts, and invoices. Document sharing can help you collaborate with your team and your prospects on the same document, without creating multiple versions or sending attachments. Document sharing can also enable you to track the activity and status of your documents, such as views, comments, and signatures.

5 Project management

Project management is a useful tool for sales collaboration, as it allows you to plan, organize, and execute your sales projects, such as campaigns, events, or launches. Project management can help you set goals, assign tasks, monitor progress, and measure results. Project management can also help you coordinate with other departments, such as marketing, product, or support, to align your efforts and deliver value to your customers.

6 Feedback and survey

Feedback and survey are valuable tools for sales collaboration, as they allow you to collect and analyze data from your prospects and customers. Feedback and survey can help you understand their needs, preferences, and satisfaction, as well as identify areas for improvement or upsell. Feedback and survey can also help you generate testimonials, referrals, and reviews, to boost your reputation and credibility.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?