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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

OneTeam consolidates opportunity information to provide comprehensive insights at both the company and division levels, empowering business development and pipeline managers to concentrate on fostering growth. Users can monitor tasks, keep detailed notes, and organize a contact plan along with a document repository. The system keeps track of contacts, records phone conversations, and seamlessly integrates with Outlook. It also enables users to gather competitive intelligence, conduct SWOT analyses, document customer feedback, and formulate strategies grounded in quantitative data. The notification panel offers a centralized view of schedule adjustments, assignments, tasks, updates, and notes related to all opportunities. Additionally, each opportunity features an activity feed to document all changes and updates. Users can connect with Microsoft Teams for secure virtual meetings and synchronize their schedules with Outlook. Communication templates allow for secure emailing within the team, while custom data call templates can be created for NDAs, TAs, and information requests. These can be dispatched through the workflow contained in the data call dashboard, ensuring a streamlined process for managing critical documents and requests. This comprehensive tool enhances collaboration and efficiency across all business functions.

Description

Enhance your forecasting precision, boost win rates, and minimize turnover among sales personnel. The ultimate solution for your sales team integrates CRM, benchmarking, analytics, competitive SWOT analysis, sales strategies, action plans, and much more! You can effectively assess your opportunities and contacts through a straightforward scoring mechanism. This will allow you to swiftly evaluate the progress of your opportunities, the buying committee, the utilization of your sales team, and your win/loss ratio. Additionally, you can easily apply and keep track of the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By answering a series of targeted questions about the current opportunity, an appropriate strategy will be unveiled along with coaching insights. You can also compile a comprehensive list of actions to undertake with your prospects and secure their agreement on the steps necessary to finalize the deal. This proven methodology not only helps to unstick deals but also uncovers the interest level of your prospects, ultimately leading to more successful outcomes. With these tools at your disposal, your sales organization can achieve a more streamlined and effective approach to closing deals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

GovWin IQ Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Teams Yes 
Microsoft Word Yes 

Integrations

GovWin IQ No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Teams No 
Microsoft Word No 

Pricing Details

$829 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OneTeam

Founded

2015

Country

United States

Website

www.oneteam.net

Vendor Details

Company Name

Winning Sales Plan

Founded

2009

Country

United States

Website

www.winningsalesplan.com

Product Features

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Coaching

Assessments Yes 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording Yes 
Gamification No 
Goal Setting / Tracking Yes 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring Yes 
List Building No 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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