Sales Collaboration

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.