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Gone are the days when sales teams relied solely on face-to-face meetings or lengthy email chains to get in sync. Sending a one-minute Loom or slacking your colleagues is a new reality, and we're not going to lie, we're here for it!
Sales teams use a wide range of online tools to make their jobs easier and more fun. Modern sales collaboration software offers powerful features, from deal tracking to cross-team communication.
After in-depth online research, our MeetRecord team is excited to present you with a comprehensive list of sales team collaboration tools. Each tool has been carefully chosen to help you select the best collaboration software for your sales team, complete with detailed descriptions, pros and cons, and pricing information.
Why Collaboration is Crucial to Closing More Deals?
By encouraging open communication within your sales team, team members can share information freely to reduce misunderstandings. Such a collective approach simplifies workflows by removing redundancies and leads to quicker responses to customer inquiries.
A unified team presents customers with a consistent front to improve their confidence in your company's offerings. Collaboration also helps sales teams to bring in diverse expertise to address complex customer needs more proficiently. A collaborative culture creates a supportive environment and boosts motivation and commitment among team members. In this way, sales teams operate more cohesively by adopting collaboration to respond adeptly to any challenges that come in the way of deal closure and ultimately close more deals.
The Benefits of Collaboration Tools for Sales Teams
Let’s take a closer look at some (of the many!) advantages of collaboration tools for sales teams.
1. Makes Collaboration Easy for Sales Teams
With the rise of remote work culture, sales team members are dispersed across different cities, countries, and even continents. Teamwork can flourish in the same way it would in an office environment by using the right tools for real-time online communication.
Collaboration tools also help you to smoothly communicate with your clients located halfway across the world through video chat, voice chat, or messaging.
You can reach out to anyone you need to in seconds. There will be no more long-distance phone calls, endless email threads, or communication disconnects within your sales teams. There will be just smooth and unproblematic collaboration.
2. Makes Teamwork Simple and Fast
Collaboration tools make online collaboration a breeze. When sales teams collaborate online, they can stop relying on long email threads to get the information they need instantly.
They can send an instant message to a colleague or schedule a video chat to follow up with a client,
Collaboration tools also fuel your team’s productivity and speedy decision-making. When your team has the tools and know-how to collaborate without any delays, they will seal deals much faster.
3. Builds Community in the Sales Process
Collaborative relationship selling has a huge impact on the customer experience. Inviting buyers to collaborate online shows that they are valued and their input matters.
You can answer their questions immediately. You can also invite them into conversations with your business partners, account executives, and other sales team members to ensure they are in the loop. This not only creates a collaborative culture but also builds a sense of community between buyers and sellers.
10 Best Sales Collaboration Tools
Here’s a TL;DR of our top 10 list of sales team collaboration tools:
1. MeetRecord
MeetRecord makes sales call management easier. Its Deal Recommendation feature helps boost deal closures by 85%, speeds up the identification of promising opportunities by 70%, and provides 90% accuracy in predicting deal success.
The platform organizes all sales calls in a searchable library so that users can categorize them into folders for specific needs like coaching, onboarding, or inspiration. This way, your team can save up to 75% of the time spent locating call records.
MeetRecord’s call snippets let users extract key moments from sales calls to share best practices to improve training efficiency, reduce onboarding time, and increase knowledge retention. You can further simplify call organization by creating playlists of sales calls (just as you would create a playlist of your favorite songs) for training and team collaboration.
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Testimonial
2. Slack
Collaboration is impossible without communication, and team chat apps are, at this point, an almost-necessary addition to email.
Slack is a popular choice for real-time communication. Your team can share quick project updates or ask any questions. You can create team or project-specific channels, quote Slack messages to provide more context, organize conversations into threads, and add your own custom emoji.
Slack also offers a search feature, click-and-drag file sharing, and video and audio calls for informal and real-time collaboration.
Pros
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Testimonial
3. Zoom
For face-to-face or screen-to-screen work. Zoom is a good option.
You can record calls as full-length videos, use text chat during the call, or share your screen. Zoom also provides closed captioning and real-time transcriptions. Zoom is extremely reliable. It will keep your video going even through a weak internet connection, just at a reduced quality level.
Beyond its video features, Zoom allows you to share and annotate files or enable co-annotation for a more collaborative experience. Its whiteboard feature supports image sharing, diagramming, and sticky notes for versatile input. So, it's a nearly perfect team video app.
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Testimonial
4. Asana
Chat, conferencing, screen recording—all of these tools are great ways to research and plan a project. But when it comes time to dive in and get the work done, you'll likely be in the market for a project management app. Like a reliable bungee cord in a three-legged race, the right project management software can keep you and your team together to get your project over the finish line successfully.
For collaborative project management, it's hard to go wrong with the feature-packed Asana.
Asana allows you to organize your projects into sections and create to-do lists that can be shared or private. Users get access to an in-app team chat feature to support collaboration, and paid subscribers can even use a workload manager to monitor team members' commitments. Keep track of everything with intuitive dashboards for a bird' s-eye view of your progress.
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5. Trello
Trello provides a visual, easy-to-use system for managing every stage of the sales process.
Trello offers over ten pre-built sales templates to save your team time and energy. The Sales Pipeline template can be used to track deals and close new business, the Contract Review board to collaborate with legal and IT departments, and the Customer Onboarding board for smooth onboarding of new clients.
Trello also integrates with tools like Salesforce and Crmble, along with 150+ Power-Ups, to improve your sales processes. Built-in automation eliminates repetitive tasks so that your team can focus on closing deals and building customer relationships. With multiple viewing options, including boards, calendars, and timelines, Trello provides the flexibility needed to track and visualize projects.
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Testimonial
6. Miro
Whiteboards are powerful platforms that support your planning and research workflows. Miro provides a long list of templates to guide your project planning. If you prefer, you can also start from a blank slate. Using the intuitive drag-and-drop interface, you can add text, shapes, and sticky notes. You can share screens and present your whiteboards in real time. With Miro's management feature, you can track changes, assign tasks, and support your conversations with team members.
If you are working on a Miro board simultaneously with someone else, you will see their cursor, labeled with their name, moving around as they make changes. The built-in Miro AI is useful for summarizing the outcomes of a big creative brainstorming session. Miro’s Talktracks feature lets you record yourself as you explain what’s on a board.
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7. Calendly
Finding the right time to connect is important for collaboration on a remote sales team. But this often involves a lot of back-and-forth emailing. When your sales team works across multiple time zones, things become even more complicated.
Calendly simplifies call scheduling for all team sizes and meeting types.
Calendly automatically checks for availability across calendars whether your team uses Google, Office 365, Outlook, or Exchange (or a combination). You can see when everyone on the team is free.
When you have team members in different time zones, you can see their availability in your local time. So, no more counting time zones on your fingers.
All participants get a confirmation link once a meeting is scheduled. You can send automated reminder texts or emails to cut down on no-shows. You can send Meeting Polls for your team members vote for their preferred times.
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Testimonial
8. Todoist
Todoist helps sales teams stay organized, track progress, and complete assignments. With Todoist, users can manage important projects in a single, unified view, providing a clear picture of all tasks and activities that need attention.
The platform helps sales teams to quickly create and assign tasks, so that everyone knows their responsibilities. Recurring deadlines keep ongoing processes on track, while sections and subtasks allow for detailed organization within each project. Todoist provides sales teams with the tools they need to stay productive and move forward, whether it's managing daily tasks or long-term goals.
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Testimonial
9. Pipedrive
Pipedrive is a comprehensive sales collaboration tool to help sales teams minimize administrative tasks and focus on closing deals.
Central to Pipedrive’s approach is its visual sales pipeline, which mirrors the stages of your sales cycle. Sales teams can easily see where every deal stands, prioritize tasks, and measure progress toward goals. The Leads Inbox provides a place to organize and qualify leads before moving them into the sales pipeline.
Pipedrive supports task automation and collaboration with tools like activity scheduling, real-time alerts, and integration with over 500 apps, including Asana, Slack, and. Sales teams can manage tasks, monitor deal progress, and communicate seamlessly, whether they are in the office or remotely. Its Smart Docs feature simplifies document management by tracking proposals, approvals, and deal signings.
For team managers, Pipedrive provides advanced analytics and reporting tools. Customizable dashboards provide insights into key metrics like pipeline revenue, deal conversion rates, and team performance. This data helps managers optimize their sales strategies, identify training opportunities, and ensure every team member is performing at their best.
Pros
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Pricing
All plans include a free 14-day trial with no credit card required.
Testimonial
10. 1Password
1Password is an easy-to-use tool that tracks your passwords, credit card details, addresses, and up to 1 GB of important information that you can't risk losing. You can manage your professional and personal data with separate vaults. Take advantage of 1Password's notifications to stay on top of weak or duplicate passwords and ones that could be strengthened via two-factor authentication.
Pros
Cons
Pricing
Each plan comes with a 14-day free trial to explore its features before committing.
Testimonial
How to Choose the Right Sales Collaboration Tool?
1. Compatibility with Your Business Needs
Not all tools fit every organization. Assess your sales team's unique needs, challenges, and workflow requirements. Discuss these with your team and compare them to the features of leading tools. Test options through free trials or demos from providers. Choose a tool that smoothly integrates with your existing sales processes.
2. High Customization Capabilities
Different sales team members have different workflows. Some prefer task grids, while others lean toward pipeline views. A customizable tool helps to personalize dashboards, workflows, and layouts to help your sales team optimize productivity and meet goals.
3. Ease of Use
Adding a new tool to your tech stack shouldn’t disrupt your team’s existing productivity. Select a sales collaboration tool that’s user-friendly and easy to use. Platforms offering tutorials, guides, and responsive support will accelerate the learning curve so that your team can hit the ground running as quickly as possible.
4. Integration
Sales teams rely on multiple tools, such as CRMs, email platforms, and document-sharing apps. Choose a collaboration tool that integrates with these systems. Integration with all necessary sales tools will optimize workflows, reduce manual tasks, and improve team efficiency.
5. Security
Sales data is sensitive and needs strong protection. Ensure the collaboration tool you choose has strong security measures to safeguard your customer information and business data. Check user reviews, the tool's website, and their support team to verify security protocols.
6. Pricing
A collaboration tool’s value depends on its ability to meet your sales team’s needs within your budget. Evaluate pricing plans based on these questions:
- Does it offer the necessary features?
- Can it support your team size?
- Does it address your pain points?
- Does it justify the cost?
Choose a plan that balances affordability with functionality for sales success.
Final Words
A lack of sales collaboration will negatively impact your business’s bottom line. Even if you have top-performing sales reps, encouraging teamwork will improve their ability to generate more leads, boost meeting conversions, and close more deals. Simply put, collaboration is an important driver of sales productivity.
Promoting a collaborative culture within your sales teams is no small feat. But with this guide, you will be well-prepared to succeed!
While this list provides an excellent starting point for all the required sales collaboration tools, remember that the ultimate goal is to choose a tool that perfectly aligns with your organization's and sales team’s needs.
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