Sales Collaboration Features in iProCRM
In order to close a contract, your team will need to work together closely to prepare pitches, hold sales meetings, and exchange ideas frequently. iProCRM can support your team's continued organization and productive collaboration.
Communication and Teamwork
- Notes and Tagging: Add notes to leads and tag relevant team members for easy communication.
- History Feeds: Track progress on leads, deals, and contacts with real-time updates.
- Document Attachment: Attach files to provide context and additional information.
- Comments and Remarks: Monitor sales status and updates with comments and remarks.
Contextual History
Lead and Deal History: View a summary of customer interactions and key outcomes.
Interaction Tracking: Log and track all customer interactions (calls, emails, meetings).
Notifications and Reminders
- Web Notifications: Receive real-time alerts for assignments, deadlines, and updates.
- Workflow Automation: Automate routine tasks and notifications.
Task Management
Task Dashboard: Centralized dashboard for managing tasks and to-do lists. Lead, Deal, Contact, and Company Management: Organize tasks across multiple modules. Task Assignment: Assign tasks to team members and track progress.
Lead and Task Assignment
- 1. Lead Assignment: Assign leads to team members based on expertise or territory.
- 2. Task Delegation: Delegate tasks to team members with clear instructions.
- 3. Performance Tracking: Monitor team performance and productivity.
Benefits
- 1. Enhanced Team Collaboration
- 2. Improved Communication
- 3. Increased Productivity
- 3. Better Time Management
- 3. Data-Driven Decision Making
FAQs
iProCRM's sales collaboration features enable teams to work together seamlessly, sharing information and tasks to close deals efficiently.
To add notes, click on the "Notes" tab and type; to tag team members, use the "@" symbol.
Yes, iProCRM's workflow automation enables automating tasks.
Use the "Tasks" feature to assign and track tasks.