Both small and large Sales Teams will find that sharing information improve the quality of their work and improve results.
Managers need to give reps direction and motivation to increase their bottom line and forge a successful team.
For this reason, a Team Leader will automatically have access to any information related to the users within the Team, supervise activities and train new members. Moreover, Team Leaders can view / edit members calendars and assign activities that sales reps will find in their calendar.
The importance of sharing customer information is vital in any business where there are multiple people working on the same accounts and having contact with customers.
For example, when the sales process involves several roles in the company. Centralizing customer information and being able to record activities, notes, comments, emails, calls, and documents can make a difference in customer management.
Sales Pipelines can be reserved for a specific team or shared within the company. This allows you to assign the deal to a different owner according to the stage in which it is located.
Having access to the same pipeline allows admins, team leaders or users with whom the deal has been shared to make predictions, understand workloads and other key factors.
An activity planner for each user (calendar), integrated and linked to customers and deals, helps not only the sales rep but also administrators and team leaders to organize their work and reallocate or assign activities to team members.
It will no longer be necessary for the team leader to ask for activity or progress reports because he/she will be able to retrieve the information through the CRM.
Sales Managers drive a Sales Team while working concurrently to achieve their sales goals. Therefore, they must prepare sales forecasts, attend meetings and train new salespeople.
That said, managers need to have enough time to focus on important activities like motivating and training salespeople.
CRM software helps team leaders be more productive by automating tasks such as performance tracking, sales forecasting and sales goal management.
Sales Managers can monitor each sales rep’s pipeline, easily team up with new team members, and analyze sales data. They can prioritize, understand which deals require the most attention and which sales reps need the most coaching.