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Team Selling

Coordinate your sales effort and win with a team selling approach

Are your salespeople working together? In many organizations, deals are closed faster with a better customer experience if multiple departments get together to help. In some organizations, a deal just won’t cross the finish line without a team approach.

Pivotal CRM provides the foundation for a team-based approach to sales. With a 360-degree view of the customer or prospect being generated by salespeople, marketers and the customer service team, all your points of contact are covered. And because you’re all connected in the same system, you’ll always be aware of the latest developments in a new or existing account.

Key Features

  • Microsoft Outlook Integration
  • Microsoft Office Data Interaction
  • Team Selling
  • Quote and Proposal Management
  • Revenue Forecasting
  • Territory Management
  • Mobile Solution
  • Call Scripting
  • Opportunity Management
  • Relationship Management
  • Sales Efficiency Tools
  • Multi-Channel Sales Integration
  • Automated Price Calculations
  • Discount Management
  • Order Management
  • Competitive and Industry Intelligence
  • Expense Management
  • Sales Analytics

Here’s what Team Selling can do for you

Know Your Customers With a Crystal-Clear View

Pivotal CRM helps teams work together to close deals faster by providing a single place to access and update critical information, track opportunities throughout the sales cycle, and record every related interaction at each stage of the sales process.