Sales Collaboration
In order to close a contract, your team will need to work together closely to prepare pitches, hold sales meetings, and exchange ideas frequently. iProCRM can support your team's continued organization and productive collaboration.
Facilitate Easy Communication Amongst Different Teams
- notes to identify and tag the appropriate team members
- Utilize history feeds to keep tabs on the progress made on every lead, deal, or contact.
- Attach papers to provide teammates with further perspective.
Remarks and Notes
With the use of notes and comments, monitor the status of a sale. Discover the contextual history of leads and deals in order to compile a summary of customer interactions and identify pertinent results.
Notifications and Reminders
Never miss another assignment, deadline, meeting, or appointment! Using iProCRM, stay on top of every lead and closing.
- Notifications on the web
- Email Reminders
Workflow Organising
The Task dashboard allows you to quickly access all of your tasks. Move through the to-do list with ease and complete the activities without exerting much effort. Give your staff the tools they need to operate more efficiently by giving them a single dashboard to manage their to-do lists for Leads, Deals, Contacts, and Companies.
Assign Tasks And Leads
Effectively share leads, deals, and tasks with your team to increase productivity.
FAQs
In order to close more deals, various users and teams can cooperate through sales collaboration. A deal is closed as a result of the joint efforts of several teams that must pool their skills and knowledge for sales operations. A smooth transition of work across your departments' teams is produced by sales collaboration. Since no time is lost on manually providing each team member with the client's background, work updates, task handoffs, etc., sales can occur more quickly and effectively.
iProCRM allows your team members to track every activity and communication on a lead, deal or contact with notes, comments and history feeds. Its suit of features helps team members to create tasks for themselves or other users and stay up to date on what is happening with a particular lead, deal or contact to get a download of its progress.
Task is any activity to be performed on the existing lead/deal. Follow-up call, reminder mail etc. are all examples of what can deemed as tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in the iProCRM.