While sales teams once knocked on doors and cold-called their way through the phone book, things today are a little more sophisticated. The sales journey now largely takes place within a customer relationship management (CRM) tool.
Challenges of Cross-Functional Sales Workflows
As leads come in, new sales opportunities are fed into the CRM. From there they get broken into different stages and tasks representing key parts of the sales process.
That’s when things can get a little challenging.
Interdepartmental Collaboration in Sales
Sales don’t happen in a silo. Some of the work inevitably involves other departments and teams within the company.
For example:
- Reviewing or signing an NDA form or contract, involving a legal team
- Providing security reviews with the help of IT or a dedicated security team
- Offering custom solutions, which need to be scoped out and reviewed by your development team
- Addressing issues or bugs during a trial phase with the help of your support team
These are just a few examples of the cross-functional work involved in sales.
Overcoming Collaboration Hurdles
Why is that a challenge?
Well, beyond the common collaboration challenges, none of these other teams live in the CRM. That means you need a system in place for assigning, monitoring, and collaborating on these shared tasks.
For that, there are a few options.
Ad Hoc vs. Integrated Solutions
First, you can do it ad hoc, using meetings, chat, and emails. This also involves copying and pasting tasks across different tools. Anyone working in sales knows that this is a subpar solution.
You can spend hours in meetings just trying to source information or waste half your day trying to keep up with tasks in different locations. This is a huge blocker for sales teams, as velocity is key for closing deals and you want the process to be quick and seamless for prospects. And don’t even get us started on the pitfalls of endless email threads.
Then, there’s option two: do it all within one tool.
Leveraging ClickUp for CRM and Beyond
ClickUp offers most of the functionality you’d find in a CRM.
You can create a Space to house your CRM and add the Folder template called “CRM,” which offers a good baseline on which to build. ClickUp’s multitude of views mean you have total control over how you view customer data.
For example, you could use a Table view to see all account information in a flash or a Board view to track clients in your sales pipeline.
ClickUp’s custom fields enable you to track essential CRM fields like lead status, company size, phone number, email, LTV, and more. And with ClickUp you have everything you need for communicating with clients, sales reporting, and building powerful databases built-in.
Integrating ClickUp with External CRMs
While ClickUp is an awesome solution, there are still situations especially in larger enterprises where an external CRM might be preferable. And there may be times where you need to work with partners, agencies, or clients who use a CRM like Salesforce as well.
In those situations, there’s option 3: ClickUp’s powerful integrations.
Unito Integration
There are two ways to integrate ClickUp with Salesforce: Unito and Zapier.
Integrate Salesforce + ClickUp with Unito
Unito provides deep, two-way integrations between your most important work tools, including ClickUp, Salesforce, HubSpot, and a growing list of 25+ other apps. These integrations are no-code, meaning anyone can set up a new workflow in minutes.
Zapier Integration
While Unito works great when you want a two-way information flow for collaboration across tools, Zapier is an easy way to automate some of the busy work that can take time out of your day.
Integrate Salesforce + ClickUp with Zapier
Zapier is an automation platform with thousands of connectors, meaning ClickUp and Salesforce are just the tip of the iceberg. Zaps operate using a simple trigger and response system, meaning “if x happens, do y.”
When To Use Unito and Zapier:
Use Unito if:
- You want information to move back and forth between ClickUp and Salesforce
- You want to enable cross-functional collaboration between teams
- You want to sync multiple fields simultaneously and map fields in specific ways
Use Zapier if:
- You want new leads or opportunities to automatically trigger task creation in ClickUp
- You want to eliminate personal busywork that slows down your day
- You want a pre-built solution, not a custom one
The (Sales)Force is Strong With ClickUp.