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10 Best Sales Tools for Team Collaboration

“Success is best when it’s shared.” – Howard Schultz.

According to research by Salesforce, 86% of employees and executives indicate lack of communication or collaboration to be responsible for workplace failures. It’s no surprise, then, that in today’s competitive market, business leaders are constantly searching for ways to improve their internal and external cooperations. 

Over the past decade, online collaboration tools have become increasingly important to streamline internal operations and boost communication and collaboration. As employees are becoming more autonomousand the culture of remote working rises, collaboration tools empower teams to work collectively to achieve shared goals, regardless of their geographical location. 

83% of professionals depend on technology for collaboration, and with good reason. Sales collaboration tools and sales engagement platforms are deal-makers. Literally. Working with the right tools can elevate performance on many levels and in a variety of fields: 

  • Speed up sales, reduce revenue leakage, and increase the bottom line. 
  • Develop more efficient workflows and processes.
  • Provide clarity of the sales cycle.
  • Enhance internal relationships and team morale.
  • Strengthen customer relationships.
  • Provide better performance insights.
  • Improve project management and organization.

Choosing the right collaboration sales tools is critical. We’ve compiled a list of the top sales team collaboration tools to help you make an educated decision on what your organization needs (in no particular order).

1. Asana

Asana is a work management platform that enables teams to organize, track, and manage anything from individual tasks to team projects. Asana enables teams to stay in sync and work collectively throughout the entire- project, while staying true 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 quickly and efficiently generate accurate quotes, while simultaneously offering a deal acceleration platform with a rich and personalized buyer experience throughout sales processes. Using DealHub, team members can maintain communication throughout the sales process DealHub’s offering and integrations – including several CRM options, DealStream, Document Generation, eSign, and Sales Proposals – streamlines users’ internal operations and company-wide collaborations. This end-to-end sales platform significantly shortens lead-close process and amplifies revenue.

3. Flock

Flock is a team communication and collaboration solution that helps teams accomplish their goals. Using Flock, teams can streamline decision-making and problem-solving, by maintaining an organized platform for your conversations, channels and tasks. By implementing key features like channel messaging, video conferencing, file sharing, to-dos, poll, 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.

5. Monday.com

Monday.com is a cloud-based, customizable work management platform. It helps companies streamline their operations by creating a more transparent work culture. 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. These features promote smooth collaboration, both internally and externally. 

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. With features like due-dates, reminders, comments, file attachments, project sharing, and email forwarding, even the most disorganized sales team can keep track of their projects and their progress.  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 to create visual brand experiences, even to those who are not professionally trained designers. Usine Visme, teams can create visual content including presentations, infographics, and documents. Engaging visual content can transform 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. 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.  

10. Zoom

Zoom is a communication solution that enables teams to connect and collaborate regardless of geographical locations. Zoom offers video conferencing, chats, phone calls, webinars, and online events. As professional and business models change to include remote or hybrid, Zoom offers an easily adoptable digital tools to answer many communication needs, enhancing collaborations internally and externally.

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.

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