Sales Team CRM - Sales CRM Software
You have a CRM that works for you.
But what happens when you need to share contacts with a partner or a small sales
team? OR each member of your sales team has his/her own contacts, but you want to
share email templates and other settings with your team?
The best way to organize a sales team is to use a sales team CRM. A sales team CRM
will allow team members to assign tasks to each other, use the same email formats,
and same landing page designs, which will project a uniform company look. The team
leader and any team members with Administrator rights will be able to see all contacts
across the team and send out correspondence to the entire contact universe when
There are very few contact managers that properly address the sales team CRM model.
InfusionSoft, Salesforce, and AllClients all have team functionality, with AllClients
shining as the clear leader in this area. Besides being the most affordable, AllClients
is also the most intuitive sales CRM software with a logical business approach to
Not all team members are created equal. You may want a team member with essentially
the same access and permissions that the team leader has. You would set up this
team member with Administrator access, and both of you would benefit from all system
features and functionality.
Or you may have a Power User who works independently for the most part, but still
shares some configuration aspects with the other team members. You can even create
sub-teams under your power users.
Then you have standard users who have limited access to the databases but still
have enough privileges to be productive and useful.
With AllClients you get the most flexibility when it comes to a sales team CRM.
And the best part is you can start out as a single user and build your team over