Leaders need to give reps direction and motivation to increase their bottom line and forge a successful team. A Team Leader will automatically have access to any information related to the users within the Team, supervise activities and train new members. Team Leaders can also view and edit members calendars. Leaders can assign activities that users 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. Sharing a Pipeline 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.