Team Collaboration Tools Can Help Improve Sales, Service Productivity

Purpose-built team collaboration tools will become the norm during the next decade, as adding integration among applications becomes easier via published consumable services. Practically speaking, this means that teams will be able to collaborate around data residing in the line-of-business applications that become tightly integrated with the team workspace.

OnePgr exemplifies how real-time and content-oriented collaboration can be combined to create team workspaces that are highly contextual.  It also furthers the concept of “collaborating in context” by integrating with line-of-business applications that help role-specific knowledge workers improve productivity.

OnePgr team collaboration tools focus on improving the productivity of CRM users, both for sales and customer service. The company currently offers team collaboration solutions for Salesforce, Hubspot and Slack, but its overall approach would be applicable in a range of applications, from DevOps to project management.

At its core, OnePgr is a real-time team collaboration platform; the company sells a variety of solutions that all include its voice conferencing and video meeting technology. These workspaces, built around a “meeting page,” give teams a way to share documents and conduct meetings around a single concept.

In the sales scenario, as a best practice, a page can be used as a way for a sales team and prospect to meet and share information related to a sales inquiry. OnePgr’s security model allows organizations to share content and a related meeting URL with a limited team group. Only the host organization can add or remove users.

A company that uses a particular sales process can support that process through OnePgr’s team collaboration tools by integrating with the CRM system to track meetings and touch points such as content sharing. Companies should use the content sharing capabilities, which include basic markup capabilities, to manage RFP responses, requirements gathering or other basic content collaboration use cases.

Even for organizations that don’t allow sharing content outside an organization, this integration of team collaboration tools provides a way for sales or service teams to support their various initiatives. The page can be used to organize various key tasks in the sales processes, from RFP development  to customizing presentations to organizing a customer service project. The integration with the CRM system provides access to key CRM data within a page in support of any given activity.

In addition, OnePgr’s meeting recorder has analytics and transcription services that sales and customer service teams can use for a number of use cases. For example, the recording review and playback controls allow a team to tag content. For an organization that chooses to share meeting recordings with a customer or prospect, this capability could be used to enhance the sales or support process by directing them to relevant content. Transcripts and tagging can also be used to organize and provide follow-up on action items from meetings.

Companies that want to have a solely inward focus on meeting recordings can, as a best practice, use analytics to a couple of ends. As a sales or service enablement tool, the transcripts, sentiment and conversation graphs can be used to identify best practices and teach sales and support teams to address customer concerns. In support scenarios, the tool could be used to analyze trends and overall customer sentiment by aggregating and anonymizing feedback across accounts. 

Just as a basic meeting solution, OnePgr team collaboration tools give companies a compelling solution for video meetings and screen sharing for sales and support applications as it does not require attendees to download a client to participate in a meeting.