Sell As a Team To Drive Results
Enable your sales team to work together effectively across all teams and regions.
Teams & Regions
Connect your team and your data on one platform — from any device — so everyone knows what’s going on in any deal at any given time. Improve your sales team performance by eliminating redundancy, delays, and confusion by organizing all your team’s collective knowledge in one place and providing a framework for collaborative sales efforts.
Assign Tasks, Leads, Deals and Cases
As a manager, office administrator or team member, assign Tasks, Leads, Deals and Cases to another member of your team. This team member will receive a notification on their mobile device of what they have been assigned and the associated document will automatically be sent to their mobile device for follow-up and management.
Share Tasks, Leads, Deals and Cases
From the web or a mobile device a SalesNOW user can add a secondary owner to Tasks, Leads, Deals and Cases. By adding another user as a secondary owner, that team member will also receive access to this record on both the web and on their mobile device.
Reports and Dashboards
All Dashboards and Reports built into SalesNOW are also available to a team manager who can run these same reports and dashboards from the web or their mobile device for their Team or Sub-team. These reports, dashboards or views can be run for all of the teams or sub-teams that report to that manager.