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New shared diary view: Allowing sales teams to increase the effectiveness of their follow ups

Pinnacle’s latest new feature provides enhanced visibility of the contact diary. Salespeople can now be allocated into teams so their planned activities can be viewed in a combined diary. Any members of a team can access and action contacts from the shared diary.

Sales leaders can be associated to more than one team, allowing access to multiple team diaries once ‘CRM Teams’ is enabled.

Enable ‘CRM Teams’ to benefit from:

  • Timely follow-ups – All members of a team can view and action contacts, rather than depending on one member of the team. This reduces the chance of missing appointments and opportunities and helps the team focus on delivering customer expectations.
  • Absences no longer hinder customer response time – If salespeople are absent, their contacts can still be completed by colleagues in the sales team.

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