“Success is best when it’s shared.” – Howard Schultz.
Sales has always been seen as a solo game. You hit your number, you win. But that mindset doesn’t hold up when deals involve multiple stakeholders and buying journeys are increasingly complicated.
EBSTA and Pavilion’s 2024 B2B Sales Benchmarking Report revealed that a staggering 7 in 10 B2B sales reps missed their quotas in 2024. That’s not just a pipeline problem, it’s a people problem. And more often than not, it starts with misalignment.
Top sales teams don’t only have great closers. They have teammates who trust each other, share knowledge, and move fast. In fact, high-performing teams are twice as likely to rate trust and collaboration as critical to success.
But what is sales collaboration, really? To understand the full scope, we have to look at it in three separate contexts: internal collaboration (reps working with other reps), manager-rep collaboration (coaching, feedback, and performance tracking, and sales-marketing collaboration (sharing data, messaging, and collateral).
Sales collaboration tools facilitate all three. They centralize communication, keep everyone aligned on deals, and make it easy to share insights, assets, and updates across teams and departments in real time.
In no particular order, we’ve compiled a list of the 15 best tools for sales team collaboration on the market today.
1. Asana
Asana is a work management platform, not a traditional sales tool. But it’s incredibly useful for keeping your team organized, especially when sales processes involve multiple departments. Use it to coordinate product feedback, launch campaigns, manage onboarding flows, or track custom deal requests that require input from ops, legal, or marketing. The platform enables teams to stay in sync and work collectively throughout the entire project, while staying true to deadlines and reaching their goals. With the ability to map out the steps of each project, teams can work together while monitoring the status of initiatives and managing individual workloads. Using Asana, teams can collaborate and streamline sales processes by easily monitoring tasks.
2. DealHub CPQ
Pricing technology is a key enabler for sales reps. It solves pricing issues and needs, driving better and faster pricing decisions. DealHub’s industry-leading CPQ offers the ability to generate accurate quotes in 7 minutes or less, while simultaneously offering a deal acceleration platform with a rich and personalized buyer experience throughout sales processes. Using DealHub, team members can communicate and work together through a collaborative sales process, even if they’re remote.
DealHub’s offering goes beyond CPQ, though; it integrates with several CRM options, and features like DealStream (buyer intent data), DealRoom (digital sales room), eSign, and Sales Proposals, streamline users’ internal operations and company-wide collaborations. This end-to-end sales platform significantly shortens the lead-close process and amplifies revenue.
3. Flock
Flock is a team messaging and collaboration platform that centralizes communication, task management, and essential sales tools. It allows you to create dedicated channels for accounts, deals, or teams, set and assign to-dos with due dates, share and pin key documents (like pitch decks or one-pagers), and launch video calls directly in-app for quick huddles. Using Flock, teams can streamline decision-making and problem-solving by maintaining an organized platform for their conversations, channels, and tasks. By implementing key features like channel messaging, video conferencing, file sharing, to-dos, polls, and reminders, teams are better positioned to hit business objectives. These features can be leveraged to maximize cross-team collaboration and engagement.
4. Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM helps users manage and maintain customer relationships, track leads, marketing, and pipeline, all while gathering actionable data. Microsoft Dynamics 365 CRM works to streamline administrative processes and emphasizes customer relationships. With a centralized and automated CRM system, teams can stay on top of customer interactions and business opportunities. The platform improves the sales process, making it easier to sell by providing customers with a better buying experience and enhancing transparency within the teams. Best of all, Dynamics 365 integrates with DealHub CPQ to give you better customer insights and make it easier for reps to collaborate on deals, right within the Dynamics 365 UI.
5. Monday.com
Monday.com is a cloud-based, customizable work management platform teams can use to build customizable sales workflows. The platform has a range of features from tracking and managing projects, to sales pipelines and CRM data capture. By sharing this visibility, organizations can recognize and eliminate bottlenecks quickly and efficiently. As a result, teams can collaborate to overcome obstacles and identify the most efficient manner of completing tasks and collaborating.
6. Slack
Slack is a workplace messaging program. It leverages diverse features to enable quick and easy team communication. Although this software is primarily used as a text-based communication platform, it also allows users to have video calls, share files, and integrate with other software, like Dropbox, Evernote, Trello, and more. This solution offers great flexibility when setting up workspaces and groups, as well as integrated call and video conferencing tools. And when you integrate Slack with DealHub, you can set up automatic approval notifications and deal alerts for quotes and contracts from right within the Slack app.
7. Todoist
Todoist is a cloud-based platform that allows all your tasks and notes to sync automatically, breaking the barriers between different devices and locations. It’s not a full-fledged CRM, but features like due dates, reminders, comments, file attachments, project sharing, and email forwarding make it perfect for lightweight task coordination and sales team accountability. When considering the many features available to users, this platform provides a great solution for teams who struggle with internal collaboration and staying on top of tasks.
8. Visme
Visme helps sales reps and marketers create visual brand experiences, even if they’re not professionally trained designers. With Visme, teams can create visual content including presentations, infographics, and documents. Sellers can also use it to build sales decks, proposals, and pricing sheets that align with their current marketing collateral, then send them to customers. Engaging visual content transforms communication and knowledge-sharing with employees, stakeholders, and customers. Visme can be used individually or collaboratively, and can be published online, embedded into individual sites, or downloaded for offline use.
9. Freepik
Freepik is a free online graphic design tool that makes it easy for sales and marketing teams to collaborate on visuals. From pitch decks and one-pagers to business cards and email banners, it offers a wide range of customizable templates sales and marketing teams can share to stay aligned on branding. And with its suite of AI tools that generate visuals, remove backgrounds, and enhance designs, you don’t need a design background to get started. The platform also offers a wide range of stock photos, icons, and illustrations you can incorporate into your sales materials, so your marketing assets will always feel fresh and engaging. The platform also supports team collaboration, allowing multiple users to work together on projects and share their ideas.
10. Wrike
Wrike is a project management app that streamlines workflows and empowers sales teams to operate efficiently. Using Wrike, team members can keep track of what’s going on through a centralized dashboard. With the ability to create new tasks, track their progress, and mark as completed once finalized, this platform offers an efficient solution to those seeking transparent and organized workflows.
11. Zoom
Zoom is a communication software that enables teams to connect and collaborate regardless of geographical locations. Zoom offers video conferencing, chats, phone calls, webinars, and online events. As professional environments incorporate more and more remote and hybrid elements and teams are spread across offices around the country (or world), Zoom offers an easily adoptable digital tool to answer many communication needs, enhancing collaborations internally and externally.
12. Trello
Trello relies on a system of Kanban-style 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 get notified when they’re assigned or finished with each task, and you can keep tabs on the state of each project in real-time. So, managers and reps have an overarching vantage point of what’s going on and the tasks that demand your attention.
The best thing about Trello is its extensibility. Sellers can use it as a mini CRM to nurture leads and track their pipeline. Then, they can have a separate dashboard where they collaborate with the legal and IT departments throughout the contracting process, attach files, and track the status of specific tasks, like contract review or terms approval. Your marketing team can use the same app to assign tasks and monitor campaign timelines when they develop new assets, and add sellers wherever their input is needed.
13. Miro
Miro is a visual collaboration platform that helps sales teams brainstorm, plan, and execute together in real time or asynchronously. It’s an infinite canvas you can use to map strategies, align on messaging, and co-create customer-facing materials. When you’re designing a new sales methodology, process, or qualification framework, this is the tool you use to map every touchpoint and build the roadmap. Best of all, it comes with ready-made templates for sales playbooks, B2B customer journey maps, sales campaign timelines, and GTM launch plans. And it automatically turns boards into engaging presentations, so you can share strategies and updates with stakeholders.
14. Notion
Notion acts as a single source of truth for your sales team. You can build living documents (like a dynamic sales playbook), create rep onboarding guides, house battle cards, templatize outreach and objection handling, and organize customer insights, all in one collaborative workspace. It’s one of the most user-friendly PM tools, and you can use it across every department within your organization; for example, by working with marketing on shared assets and messaging.
15. Gong
Gong records and analyzes sales calls, then lets your team collaborate on them. It highlights winning moments, flags risks, and shares snippets across teams, so everyone can learn and fine-tune their approach. Reps and managers can leave feedback directly on calls and share top-performing clips with the entire team. This makes it easy to identify messaging gaps between sales and marketing and spot patterns in deals that win vs. those that stall. And with DealHub’s integration with Gong, you’ll have unprecedented insights into deal sentiment, which you can use to improve your win rate and prioritize deals with the highest potential revenue or likelihood of converting.
Summing up
Cross-team collaboration saves precious time, strengthens relationships and trust, improves project management, and organization. Identifying the right collaboration tools is imperative to supporting and executing a successful business strategy. Using tools that enable sales staff to work efficiently, both individually and collectively, are essential, especially as remote working continues to be prominent within most fields. Finding the right tools is often a big challenge for many organizations, but overcoming it offers great ROI.
