{"id":9470,"date":"2023-10-09T19:03:08","date_gmt":"2023-10-09T19:03:08","guid":{"rendered":"https:\/\/iconiccrm.com\/?p=9470"},"modified":"2024-09-20T19:48:23","modified_gmt":"2024-09-20T19:48:23","slug":"how-to-collaborate-with-revenue-teams-without-jumping-into-their-crm","status":"publish","type":"post","link":"https:\/\/iconiccrm.com\/ar\/2023\/10\/09\/how-to-collaborate-with-revenue-teams-without-jumping-into-their-crm\/","title":{"rendered":"How to Collaborate With Revenue Teams Without Jumping Into Their CRM"},"content":{"rendered":"\n\n\n
They say money makes the world go round. Whether that\u2019s true or not, revenue keeps your business afloat, keeps your teams well-paid, and is what grows your organization into a big player. But when you\u2019re managing a team that isn\u2019t directly tied to bringing that money in, it can seem like the teams that do operate in an impenetrable silo. That disconnect can make collaborating with them tricky \u2014 but no less crucial to your business. Here is How to Collaborate With Revenue Teams Without Jumping Into Their CRM. Here\u2019s a breakdown of why this kind of collaboration can be so challenging \u2014 as well as three simple tips to make it work.<\/p>\n

What is a revenue team?<\/h2>\n

The term \u201crevenue team\u201d usually refers to sales and marketing teams, which are the groups most directly responsible for bringing in revenue. Go up the organizational hierarchy enough, and you\u2019ll find a common leader overseeing both teams, usually with a title like \u201cHead of Revenue.\u201d But for many organizations \u2014 usually smaller ones \u2014 customer support and customer success fall under revenue as well, since preventing churn and keeping existing customers are a huge part of growing the company\u2019s bottom line.<\/p>\n

While these teams can often work in silos, it\u2019s important to actively look for ways to work with them. Whenever you\u2019re trying to increase revenue, grow your profit margins, or reduce\u00a0customer churn, that collaboration becomes essential. Of course, you could always ask them to produce reports to get the insights you need, but it\u2019s usually a better idea to get that information directly from the source over the course of your\u00a0project.<\/p>\n

Why a CRM?<\/h2>\n

Your team might operate mostly on spreadsheets, but that\u2019s not always the case for revenue teams. Salespeople spend most of their time in a customer relationship management (CRM) platform, managing their pipeline, handling communications with prospects, and tracking their progress toward sales goals. Often, they\u2019ll only check into a project management (PM) tool to get updates on cross-team projects or communicate updates on sales-specific work.<\/p>\n

Some marketers are more PM tool-savvy, and they might track their work in Wrike. However many of them will spend most of their time on a platform like HubSpot because it provides a ton of marketing-specific features on top of its CRM base.<\/p>\n

Customer support teams spend even more time in their CRM tool because the vast majority of their work is happening there. Answering support tickets, collaborating among themselves, and even escalating tickets to other teams can all happen without leaving that CRM tool.<\/p>\n

So if you\u2019re going to collaborate with these teams \u2014 and you should be \u2014 you need to be ready to cross the divide between your tool of choice and theirs.<\/p>\n

\"HowThree tips for collaborating with revenue teams<\/h2>\n

Now that you know how revenue teams work \u2014 and why they use CRM platforms \u2014 let\u2019s cover some tips for collaborating with them more effectively.<\/p>\n

1. Use iconicCRM<\/span><\/h3>\n

iconicCRM<\/span> that can integrate your favorite project management tool with 13+ of the most popular software tools on the market, including a range of CRM platforms. With this add-on, you can push data to and from iconicCRM <\/span>and keep everything in sync in both directions. That means iconicCRM <\/span>tasks can become work items in these other tools, and you can work on them in iconicCRM <\/span>knowing that every task will be up to date in all your tools. Good project management software<\/a> will help you collaborate effectively and ensure that your projects are successful.<\/p>\n

2. Work transparently and asynchronously<\/h3>\n

One of the toughest parts of working across teams is piercing through opaque workflows and processes. Each team has its own way of doing things, perfected over multiple iterations, that doesn\u2019t necessarily match up with how other teams work. These differing ways of working can lead to difficulties when those teams need to collaborate.<\/p>\n

That\u2019s where\u00a0transparency\u00a0and asynchronous work come in.<\/p>\n

Transparency means surfacing all of your team\u2019s work through your PM tool of choice, your chat app, and whatever other channels you can use to keep a written record. That means long-term goals and roadmaps, daily work, processes, and more. It can seem intimidating at first, but having all that information out there will help everyone work together seamlessly.<\/p>\n

And asynchronous work? That just means prioritizing communication and work styles that don\u2019t require everyone to be in the same place at the same time. This can look like limiting meetings in favor of sharing updates in a PM tool or chat app and generally making sure all the work you\u2019re doing is reflected in some kind of asynchronous channel.<\/p>\n

3. Schedule regular feedback loops<\/h3>\n

While you should try and limit meetings when collaborating with revenue teams, there\u2019s one meeting you should definitely be having regularly: a feedback loop.<\/p>\n

A feedback loop is a meeting dedicated to getting feedback from one team to the other. It\u2019s particularly useful for software as a service (SaaS) companies working on an evolving product, but every company can benefit from this, too.<\/p>\n

Revenue teams are your company\u2019s front line. They\u2019re the ones selling your product, dealing with unhappy customers, and creating marketing materials that bring awareness to the company. Whether you\u2019re managing the team that builds the product or you\u2019re an executive deciding how to steer the organization through coming storms, getting that feedback from revenue teams is crucial for knowing the way forward. So make sure it\u2019s part of your cross-team collaboration process.<\/p>\n

Raking it in<\/h2>\n

Collaborating with revenue teams is essential to growing your business. Sales, marketing, and customer support teams are most in tune with your customers\u2019 needs, gripes, and struggles, meaning that everyone else can benefit from what these teams have learned. Just remember to keep your activities transparent, prioritize asynchronous work, and schedule regular feedback loops.<\/p>\n

Is this article How to Collaborate With Revenue Teams Without Jumping Into Their CRM helpful?<\/td>\n<\/tr>\n<\/tbody>\n<\/table>","protected":false},"excerpt":{"rendered":"

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