All too often, sales teams are blocked from doing great work by obstacles in the road. A miriad of permissions, roles & releases are behind a walled garden, controlled by an almighty admin or sales lead. Workstreams.ai eliminates that severe pain point completely. No hassle, no signups, no roles. Just focus on what needs to get done.
Make your Sales team unstoppable
Leave spreadsheets & email behind. Track your sales targets and move leads through your pipeline.
Unlock your sales potential
The Planned column on your taskboard is the only prioritization you need. Your sales team always knows what has highest priority. Go away from tedious scoring, and start closing.
Flexible Kanban Boards
Customize the taskboard to fit your custom pipeline or choose from one of our case-specific workflow templates. Make your board fit your sales process.
Don't waste time on admin
No tedious administration or user management. Zero overhead in your process. No signups or registrations. Just open the taskboard and get to work.
Discuss leads in real-time
Your sales task management is rooted in your team's communication. Discuss individual leads on Slack or Microsoft Teams threads. Get updates on details from the teammate running the lead. Delightfull!
Attach all relevant docs & files
All of your pitch decks, sales notes and legal documents are in a single place, attached to a specific task. Getting the files you need right in your pipeline is great!
Track progress on leads
Get an instant overview of the state of every lead with just one look at your taskboard. Choose to get notified of each status change or only track big updates.
How do we compare to the competition?
No organizational overhead
No clutered lists & boards
Going from email to Salesforce and back gets tedious pretty fast. That is even before you reach the endless different file sharing tools your team uses. With Workstreams.ai you eliminate clutter in a single sweep. All your potential leads, discussions, contact details and files are in a single place, readily available.
Fully integrated in your Sales communication
Switching contexts is a drag. It also directly contributes to lost time and drifting focus. Workstreams.ai places your sales process directly where your team communicates. Any issue is resolved with your teammates in seconds, allowing you to focus on the lead at hand.
Create leads from emails and chat messages
Creating a task for a lead you and your team want to pursue and are discussing is astoundingly simple. You can turn any message into a Workstreams.ai task, and it will land in your planned column. If you have your email connected to Slack, you can turn emails into sales lead task with a single tap.
Tools like Salesforce are tolerated by sales teams, but not loved. That's thanks to too much complexity and too little transparency. It's a challenge to know which lead to pick up and when. With Workstreams.ai we follow the KISS rule. Keep It Stupid Simple, and remove any doubts on your team about what needs to be done next.
Features to make your sales process a delight
Discover how Workstreams.ai helps you streamline your Sales
Your team has a set of tasks that get repeated constantly? Create a template, and all of your repeating tasks are just a click away. Super convenient and time-saving feature.
Do the tasks in your sales process contain multiple steps? Break the task down! Explain each step in detail and clarify your exact requirements with checklists. There is nothing better than checking off items from a list once you've completed them.
Closing a big prospect can take the effort from multiple teams. Or a lead you're pursing has multiple tasks that need to be finished. Keeping track of progress can be challenging. This is where our Goals come into play. Combine several tasks from across teams towards a single goal.
Labeling your leads is a time-honored sales tradition. From potential levels, to industry specifics, a label is always useful. We make them even more useful by suggesting labels that could fit to a specific task. Delightful!
Start & due dates
Sales teams always keep a fast pace. Use the Workstreams.ai start and end dates at both task and Goal level to ensure timely execution and delivery on all that's needed to close that lead you've been chasing!
Our team is currently working on an easy solution to bring all your leads from Salesforce over to Workstreams.ai
Integrate Salesforce with Workstreams.ai
Looking to migrate all your opportunities, leads and prospects from Salesforce to a smarter solution?Tell me more
Your very own sales-driven Kanban Board
Close a sales lead in 6 easy steps
A new lead comes in
On Microsoft Teams: Type @Workstreams and select plan, then type in your lead’s name, Contoso Steel Inc. Add some description about the lead and assign it to someone on your sales team. The productivity train is rollin'!
The journey continues! A teammate has moved a task via to the contact stage (this can be done on Slack, Microsoft Teams, or right on the taskboard). An appointment with Contoso is set up. Are you ready to pitch?
Some negotiating back-and-forth is always at the heart of a customized sales process. This is when tasks glide along to the next step of your workflow and a teammate knows when to pick it up.
Your teammate moves that task to the evaluation step of your pipeline, as reflected on your taskboard.
She adds some checklist items that need to get done and attaches a list of contacts at Contoso Steel Inc to your task’s ticket.
Make sure all the specifics of the proposal are in your task description. Your files are in, your deck is ready, the contact details are in the task thread.
Everything is accessible via the Slack or Microsoft Teams app. Go close that deal!
Signing & Legal clearance
Attach the final signed contract to the task and move it to the legal part of your pipeline. A teammate from the Legal department picks it up, and takes care of the paperwork. It’s time to celebrate, a deal has been closed!