Collaborative team selling is a strategy where multiple team members work together on sales opportunities or customer accounts, leveraging collective expertise to win more deals and ensure seamless customer experiences. In Workbooks CRM, this approach is supported by a suite of features designed to enhance collaboration and internal communication, ensuring that everyone involved in the sales process stays aligned and informed.
Queues for Work Distribution and Progress Tracking
Workbooks CRM uses 'Queues' to efficiently distribute work among team members, set priorities, and track progress across the sales team. Queues are particularly useful when sales leads, support tickets, or project activities need to be managed collectively rather than by a single owner. This ensures that tasks are shared out, workloads are balanced, and nothing falls through the cracks. Team members can pick up tasks from the queue as capacity allows, and managers can monitor overall progress in real time.
Shared Activities, Notes, and Attachments
Sales teams can record activities and meetings against any record type in Workbooks, making it easy to track every interaction with a prospect or customer. Notes and attachments can be stored centrally, ensuring that all relevant information—such as meeting summaries, documents, and key updates—is accessible to everyone involved in the opportunity. Access controls allow sensitive information to be restricted to authorised users where necessary.
Internal Bulletins and Announcements
The Bulletin feature enables administrators to distribute internal announcements directly within the CRM. This ensures that important updates—such as changes to sales processes, new product information, or policy updates—are visible to all team members as soon as they log in. Bulletins help keep everyone on the same page and reinforce a culture of transparency and alignment.
Contextual Conversations
Comments can be added directly to records such as Opportunities, Cases, or Activities within Workbooks CRM. This allows team members to discuss specific deals, share quick updates, ask questions, or flag issues right where the work is happening—without resorting to external emails or messaging apps. The entire conversation stays attached to the relevant record, so anyone viewing it has the full context.
Relationship Mapping and Contact Assignment
Workbooks CRM allows you to map relationships between organisations and people, providing a clear view of all stakeholders involved in a deal. Contacts and opportunities can be assigned to specific team members, ensuring accountability while allowing others to collaborate as needed. This is particularly useful in complex sales cycles that require input from multiple departments or external partners.
Centralised Communication and Single Source of Truth
By consolidating client details, sales deals, internal notes, emails, and next steps in one place, Workbooks CRM eliminates information silos and ensures that everyone has access to the latest data. This centralised approach reduces the risk of miscommunication, duplicated efforts, or missed follow-ups, which are common pitfalls in team selling environments.
Process Automation and Task Management
Automating routine tasks—such as follow-up reminders, task assignments, and notifications—frees up time for more strategic activities and ensures that nothing is overlooked. Shared calendars and task lists help keep all team members informed about upcoming actions and deadlines, further supporting coordinated efforts.
Best Practices for Team Selling with Workbooks CRM
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Define clear roles and responsibilities for each team member involved in the sales process.
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Use queues and activity tracking to distribute workloads and monitor progress.
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Maintain open communication through shared notes, bulletins, and regular team meetings.
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Assign contacts and opportunities to the right people, but allow visibility for all relevant stakeholders.
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Regularly review performance using CRM analytics to identify bottlenecks and areas for improvement.
By adopting these practices and leveraging the collaborative features of Workbooks CRM, sales teams can work together more effectively, respond faster to customer needs, and ultimately close more deals.
Wizard Systems are running an online event next week on June 4th at 2pm UK time where we will explain all this in more detail.
PLEASE REGISTER HERE
This solution is provided by Wizard Systems, whose website is www.wizard-systems.co.uk. Wizard Systems supplies the complete CRM solution, including all training and support, and has been supplying CRM systems for over 30 years.