5 of the Best Sales Collaboration Tools

You’ve got a top-notch sales team of movers and shakers, who, as separate entities are adept and talented. But what good is it when collaboration between these team members is lackluster and there’s a continual communication breakdown?

Without an effective means of sales collaboration, your team is bound to suffer in many ways, with the primary victim being inadequate lead nurturing. In fact, 79% of marketing leads never convert into sales, with a lack of lead nurturing being the common cause of this poor performance.


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Fortunately, there's a variety of sales collaboration tools that can keep your team on the same page and stop them from squandering leads.

1.  Slack 

“Be less busy,” is the motto of this cloud-based app. The premise is simple: organize discussions into different channels (both public and private) so team members can continually stay updated on various topics for maximum transparency.

They can seamlessly drag and drop files for instant sharing – and every single slice of data can be easily retrieved through an intuitive search in your archive.

If your team members are fed up with checking their email dozens of times a day just to stay in the loop, Slack is the perfect tool because they can simply receive notifications directly through the app. Studies have even shown that on average, Slack helps reduce internal email by 48.6%. It also reduces meetings by an average of 25.1% and can increase productivity by up to 32%.   

2.  Trello

Trello relies on a system of boards, which you fill with cards that identify tasks that need to be completed. Team members simply update the cards as they move along to indicate exactly how much progress has been made.

Comments can be added, and files can be uploaded as needed. Sales reps can receive relevant notifications as they complete each task – and you can keep tabs on the state of each project in real time. In turn, this provides you with an overarching vantage point of what’s going on and what demands your attention.

3.  Wunderlist 

Even the most disorganized and unruly sales team can be kept in check with Wunderlist – one of the premier task management apps. Set up projects and assign tasks to individual reps or your entire team with the utmost simplicity and convenience.

More laborious tasks can be broken down into sequential sub-tasks to streamline projects (and help you keep your sanity). You can also create reminders, receive notifications, utilize hashtags and add comments to keep the chaos at bay.

4.  Valooto 

Quickly and effectively generating price quotes often means the difference between closing a sale and losing a lead forever. Valooto is one of the go-to tools for quote optimization, and even brand new sales reps will be able to offer proposals with minimal training.

Team members can maintain communication each step of the way – and automatic pricing updates ensure sales proposals are always based on the latest pricing. Therefore, you can increase the efficiency of your sales team and strike while the iron is hot.

5.  Wrike

Wrike is an app that operates similarly to Basecamp and Asana, but streamlines workflow in a way that allows any sales team to operate like a well-oiled machine. It’s perfect if you’ve got a high volume of discussions going on at any given time. Team members can keep track of what’s going on via a centralized dashboard.

Create new tasks, track their progress and mark as complete once finalized. Manage your workload, follow an event stream and painlessly search through your archive when need be. You can also message team members individually or as a group and share files with the greatest of ease.

Sick of having would-be deals slip through your fingers simply because of a communication breakdown within your sales team? Gain control and get the level of sales collaboration you need by utilizing one or more of these tools.


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