Use Account Teams to Better Support Team Selling
Account teams can be a game-changer for your team selling approach. Discover how to leverage them to boost your sales success in this post. A key to successful team selling is to clearly define each member’s responsibility. That way, everyone knows what is expected of them—and what someone else has already handled. Team selling involves complex account relationships. You can manage those relationships better in Salesforce by using the Salesforce Account Teams feature to create and define these roles. Benefits of Account Teams Salesforce Account Teams can include up to five people, who have different levels of access to the account and the associated records, such as opportunities, contracts, and cases. It’s all up to you to customize it. You can collect more information by adding custom fields, buttons, and links to account team layouts. Use validation rules, Apex triggers, Process Builder, and workflow rules with account teams to help keep data clean and minimize manual data entry. For example, sales reps should touch all the relevant data, but support reps shouldn’t be able to edit contracts. Steps to Enable Account Team Request a Free Consultation YOU MIGHT ALSO LIKE
