Sales Collaboration software

Updated: October 29, 2023

Sales collaboration software is a valuable tool that enhances teamwork and communication among sales teams, allowing them to work more efficiently and close deals faster. These specialized platforms provide a centralized workspace where sales representatives can collaborate on leads, opportunities, and customer interactions. Sales collaboration software enables real-time updates and messaging, allowing team members to stay connected and aligned throughout the sales process. With features like task assignment, document sharing, and sales pipeline tracking, these platforms promote seamless collaboration and visibility into the sales workflow. Moreover, sales collaboration software often integrates with customer relationship management (CRM) systems, ensuring that all relevant customer data and interactions are accessible to the sales team. By fostering collaboration and information sharing, sales collaboration software empowers sales teams to deliver personalized and timely responses to customers, leading to improved customer satisfaction and increased sales success.

See also: Top 10 Online CRM software

2021. Momentum announces $5M seed to automate sales tasks in Slack

The early-stage startup Momentum has secured $5 million in seed funding with the aim of serving as the automated collaboration layer between sales teams and the rest of the organization. In order to facilitate effective collaboration, salespeople require connectivity not only with platforms like Slack and Salesforce but also with tools such as Google Calendar, Asana, and Jira. Momentum simplifies this process by enabling users to automate follow-ups and streamline their interactions from a single platform. For instance, instead of navigating Jira to file a ticket for the security team, sales reps can simply use Momentum to request a security review. Momentum has codified the process of identifying the appropriate destination, creating the ticket, and providing all relevant deal context within that ticket. This eliminates the need for manual intervention by the sales rep at that stage.

2015. Zoho CRM is now free for 10 users

To commemorate the 10th anniversary of Zoho CRM and reinforce its commitment to small businesses, Zoho has unveiled a free version of Zoho CRM for up to 10 users. This offering is in addition to their existing editions, such as Zoho CRMPlus, which cater to the evolving needs of businesses. The Free10 plan encompasses essential features like leads, accounts, contacts, sales opportunities, and web forms. It also includes a workflow rule functionality to automate sales follow-ups, a documents module for seamless collaboration on sales collateral within teams, and user permissions managed through roles and profiles. Zoho CRM can be easily integrated with other Zoho business applications, including Campaigns, Support, SalesIQ, Survey, Projects, Reports, Google Apps, and various third-party services.