Best CRM Software for Team Management

Many teams can struggle with issues like ineffective cooperation, poor communication, and a lack of visibility into team performance without the proper team management tools and software in place. Businesses need CRM solutions that increase collaboration, optimize workflow, and give them the resources they need to efficiently manage their sales team.

To get the best out of your team collaboration, a great CRM program should have robust tools for things like lead assignment, territory management, task assignments, and more. We’ve poured extensive research into the best CRM solutions when it comes to team management using this and other criteria.

What Makes the Best CRM Software for Team Management

Based on our market research and interviews with industry experts, we have determined that the best CRM software for team management is composed of a number of attributes. To rank software vendors on these, we gave each CRM software a score based on the following weightings for team management capabilities.

Lead Assignment

Lead assignment is a core part of team management in CRM software. You can assign leads to team members so that each gets handled by the right person. This allows you to reduce response times, increase productivity, and ensure that the best individual handles specific leads. By allocating leads, you can evaluate the success of your sales staff keep track of the progress and optimize your team composition.

Roles & Permissions

Roles and permissions help to control which data and functions in the CRM system are available to which users. This ensures that sensitive information is kept secure and that team members only have access to the resources they need.

Using roles and permissions, you can control who has access to see, update, and delete data in your CRM. For example, you can offer individuals read-only access while restricting access to essential CRM parts to only managers or salespeople. This improves the security of your data and the effectiveness of your sales process.

File Sharing

File sharing allows team members to collaborate on critical files connected to contracts, bids, and presentation materials. This makes ensuring that everyone is informed and has access to the most recent version of the file easier.

Using the file sharing feature of CRM software ensures that everything stays organized and can be found in one place. This additionally prevents the loss of data and makes it accessible to all people involved at any time.

Task Assignment

Task assignment allows you to organize tasks and assign them to specific team members. It helps in the completion of jobs in a timely and efficient manner. When team members have a sensible, prioritized to-do list that defines who they need to contact and how it is easier for them to perform their daily tasks. Because all tasks are tracked and assigned to the proper team member, task assignment ensures that nothing is overlooked.

Commission Management

Commission management is a feature that makes managing the revenue side of team management more organized and clear. With this tool, businesses can easily assign commissions depending on participation and track the overall performance of their sales personnel. This ensures that sales personnel are suitably motivated to work and that compensation is acceptable and in accordance with performance. Businesses that use commission management can improve their sales performance and get more out of their sales team. It also provides insight into how each member of the sales team contributes to the overall success of the organization, which is useful for performance appraisals and other critical business decisions.

Territory Management

Territory management enables users to organize sales territories in a logical and adaptive manner, ensuring that the right salespeople are assigned to the right clients. This ensures that the sales process goes easily and successfully and that the right tools are used to communicate with the right clients. Using territory management, businesses can maximize their sales efforts and improve their overall sales success.

Mobile App

A mobile app allows you to manage sales activities and access CRM data while on the go. With the support of a native mobile app, whether for Android or iOS, sales teams can manage their obligations and activities even when they are not in the office. This feature comes in very handy for sales teams that are constantly on the move and need to stay in touch with their clients, leads, and prospects. If your sales team has a mobile app, they can reply to leads and prospects quickly and efficiently no matter where they are.

10 Best CRM Software for Team Management

How to Choose a Great CRM Software for Team Management

Managing a team can quickly become complicated and requires a lot of time to organize. With the right CRM software, you can simplify your work many times over, if it provides the necessary functions to the extent needed.

When choosing the right software, it is important to think about what your team structure and business model need to convert and serve your contacts properly.

Match your requirements with the vendors we have listed above and feel free to use our Comparison Tool to compare your favorites side by side. Don't forget that there are even more criteria that are important for your CRM software. For a more complete overview, you can check out our overall CRM software Best Picks.

And if you're completely unsure, start with our Finder Tool, which will give you a recommendation based on your needs.