Create a Process for Involving Other Teammates in Deals

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Lead visibility gives every user the same visibility on what’s happening with a lead.

Our new commenting and mentioning features facilitate in-lead-profile conversations so you can chat about lead activities—all inside Close. No need for Slack or another communication system to keep your collab running strong.


Call routing and IVR get incoming calls routed to the right person or group—based on the settings you input. And the call coaching features (a classic favorite) empower leadership to listen, whisper, or barge—depending on the deal at hand.

Plus we have the all-new Conversations page. This helpful paraguay telegram data tab supplies quick call histories for any lead in the CRM. Search for transcripts, playback recordings, and filter for key words or phrases to target your enquiry. You can even see live calls and shadow along.

Pro Tip: Skip the chit-chat and try out these features today with a 14-day free trial of Close—no credit card required.
We can help, but so can others—and we know you need the right CRM for your team. (Even if that’s not us.)

The right tool will empower your success, but it can’t save you from poorly planned sales strategies. Implement smart team selling, then let the right tool (one that cares about collaboration) do the heavy lifting.

Team selling is not a free-for-all. Whatever team structure you choose, you’ll need to create a documented process to include other teammates in the deal—or pass those prospects forward.

For example, if you opted for the assembly line structure, once your SDR has finished the discovery call, they need to know how and who to pass the deal to.

One clear element is establishing effective communication and channels that are designated for that communication—specifically. Features like tagging or Workflows (in Close) might be part of that.

Tagging draws specific teammates into certain deals, and Workflows function like a drip campaign—but for sales activities and outreach.

You’ll also want to make sure that every time your reps (or leaders, or engineers, or XYZ roles) step into a demo or sales call, they know what’s going on.