CRM for team selling

Team selling involves active collaboration between multiple reps on a sales team, or between a sales team and other departments within a company.

By assigning more than one team member to an account, deals get closed faster and prospects are more likely to receive the right attention at the right time.

One of the biggest advantages that collaborative selling teams have is the ability to share knowledge. Anyone who touches the customer—from sales, to support, to marketing—can trade ideas on how to move a stubborn deal forward based on past experiences, and any lessons learned along the way are incorporated by the entire group.

Here are four benefits of Nutshell that make our CRM ideal for team selling.

Find the status of every lead

With Nutshell, anyone on your team can easily pinpoint the status of any lead at any time. Plus, you get four different ways to track your leads—board view, map view, list view, and chart view—so different team members can use the method that works best for them.

Join forces on important deals

Nutshell’s @-mentioning feature makes team collaboration simple. By looping in your fellow sales reps, marketing team, or support staff, your prospects can get the assistance they need, when they need it.

Keep track of all your conversations

No more hunting through email inboxes and handwritten notes to remember something you discussed with your team six months ago. Nutshell’s timelines keep a record of every interaction you have on a deal, from first contact to close.

Stay in the loop out of the office

Nutshell’s native iPhone and Android apps include mobile notifications, so that any time your team tags you on a deal, you’ll know about it.