Being able to get other teams involved in the sale collaboration process speeds up the sales cycle and improves the quality of proposals and quotes. It provides you with a central place to communicate, organize, control, and manage your sales process and documents more efficiently.
A recent joint study between the Institute for Corporate Productivity (i4cp) and Rob Cross, Edward A. Madden Professor of Global Business at Babson College found that:
Companies that promoted collaborative working were 5 times as likely to be high performing.
The ability to automate the new protocols and defined processes speeds up the entire sale cycle as well.
By providing all personnel working on a deal with visibility into the sales process, you go through the sale process at a much more rapid pace. There are no longer multiple emails flying around asking questions that distract from executing work functions. All team members are always up to date and working 100% in sync. Cloud capabilities can provide access to information anytime, anywhere, and on any device.
Effective collaboration considerations
To make your remote sales team more productive, it’s important to establish a “command center” at the account level. Establish a place where the entire team can utilize tools for the following capabilities – regardless if they have access to CRM:
- An effective workspace with a shared calendar, appointment, files, and access to all relevant applications
- A planner to help keep track of tasks and to-do lists – completed vs. not
- Chat capability, comments, and “liking” capability
- The ability to upload and keep unstructured data like pictures and writings
- A dashboard showing sales metrics and KPIs
The recently released integration between Microsoft Teams and Dynamics CRM, coupled with cross functional capabilities of Flow and Power Apps now provide a full toolset for creating a collaborative environment for managing the sales cycle.
By mapping Accounts to Teams and Opportunities to Channels and using Flow to automate governance, it is now easy to setup an automated environment that will foster collaboration within the sales team and with all the external stakeholders that will make this process better.
Looking for more on the power of sales team collaboration?
Read this guide and learn how to give your team the ability to collaborate seamlessly and help you: share data and information, organize projects and remote teams in a consistent workplace, and discover important information and unique expertise among your staff and assets.