Sell as a Team
Sales is a team sport. Collaboration tools ensure everyone has context, handoffs are smooth, and no information falls through the cracks.
Shared Notes and Context
Leave notes on contacts, accounts, and opportunities. @mention teammates to bring them into conversations or alert them to important updates.
Key Capabilities
Note Features
- Rich text formatting
- @mention notifications
- Pinned notes
- Note categories
- Search across notes
Collaboration
- Activity feed visibility
- Account team views
- Handoff checklists
- Internal comments
- Task assignment
Communication
- Internal messaging
- Slack integration
- Email notifications
- Mobile push alerts
- Digest summaries
Seamless Handoffs
When SDRs hand to AEs, or AEs bring in solutions engineers, all context transfers automatically. No knowledge lost in transitions.
Account-Based Coordination
For strategic accounts, coordinate multiple stakeholders with shared views, collaborative notes, and team-wide visibility into all interactions.