Team selling requires that you align everyone behind a single plan. Once the plan is in place and everyone knows their role and responsibility then everything else becomes much easier.
Expert Services Teams
You require subject matter experts or global teams to move deal forward. Use Taskfeed to engage the people who will help you move your deal forward.
Define best practice actions or required steps for working through deals. Tasks can be automatically scheduled and assigned to your Opportunity Team.
Divvy up and track tasks
When you have multiple roles working on a deal including Account manager, Pre-sales consultants, Sales engineers, and more then it becomes important to ensures ownership and accountability for each step of the deal.
Forecast with confidence
Mapping out the tasks as a plan provides a more realistic close date. Better close dates means a more accurate Forecast.
Build your own Deal Playbooks
For run-rate deals sales management can define best practice close plans. These plans help best practices permeate through a larger sales organisation.
Runs on Salesforce, the worlds #1 CRM.
When Customer Onboarding is managed from Salesforce your teams are more collaborative, on the same page, and the most critical stage of your customer lifecycle is managed all in one place.
Amazing customers trust Taskfeed everyday
Taskfeed helps you deliver a great first impression to your customer. Plan, manage, collaborate and measure your high-touch customer onboarding or implementation project from the worlds #1 CRM, Salesforce.