Closing a deal involves a lot of collaborative work with your team preparing pitches, conducting sales discussions and sharing ideas continuously. Kylas can help your team stay organised and work together effectively.
Features \ Collaboration
Keep track of how a sale is progressing with the help of notes and comments. Learn about the contextual history of leads and deals, to sum up customer interactions and determine relevant outcomes.
Never miss a task, deadline, appointment, or meeting again! Stay on top of every lead and closure with Kylas.
Easily access all your tasks from the Task dashboard. Navigate through the list of tasks and take quick action without breaking a sweat. Empower your team to work more productively and manage their to-do’s on Leads, Deals, Contacts and Companies through one single dashboard.
Get more work done by efficiently sharing leads, deals, and tasks with your team.
Sales collaboration enables different users and teams to work together to close more deals. Sales processes require multiple teams to pool their skills and expertise, and it is through these combined efforts that a sale is concluded. Sales collaboration creates a seamless flow of work between your teams from different departments. It allows sales to happen faster and efficiently, since no time is wasted in manually giving the client background, work updates, handoff of tasks, etc. to every team member.
Kylas allows your team members to track every activity and communication on a lead, deal or contact with notes, comments and history feeds. Its suit of features helps team members to create tasks for themselves or other users and stay up to date on what is happening with a particular lead, deal or contact to get a download of its progress.
Task is any activity to be performed on the existing lead/deal. Follow-up call, reminder mail etc. are all examples of what can deemed as tasks. User can login and set reminders for various sales activities by using the 'Tasks' feature in the Kylas CRM.
Sales collaboration can improve team productivity and performance in a number of ways. It allows team members to share their knowledge and strategies, improving the overall performance of the team. Collaboration ensures that all team members can access up-to-date information about their customers and cater to them accordingly.
With access to shared tools such as CRM, teams can manage their resources and information in a better way. Collaboration platforms also facilitate frequent communication, ensuring that all team members are on the same page.
A CRM system stores all customer information in one place and makes it accessible to all departments. Different departments can view a complete history of customer interactions, preferences, and feedback and make informed decisions to avoid miscommunication. Team members across different departments can add notes and updates, assign tasks, and track performance using a CRM.
You can also create workflows to automate tasks such as task assignments across departments and ensure that information flows smoothly across departments. Additionally, when your teams have access to all customer information and past interactions, they will be able to provide more personalized and efficient customer service.
