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Collaboration

An effective and powerful tool to engage and collaborate with your team.

Why focus on team collaboration?

Although it seems like a simple equation, an effective team collaboration relies on good and truthful communication. This allows your staff to share ideas while they understand how things work and operate. Knowledge is essential, and for that is necessary to establish protocols, maintain organization and embrace consistency.

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Always apply the best practices

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All staff can access content simultaneously.

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Messages will never be easily misplaced or forgotten.

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Provides simple two-way communication.

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Content is easy to sort and retrieve in the future.

PlanProphet’s collaboration tools

Activity Timeline
A unified place to see all your customer interactions, from events, email, call logs, reminders, and tasks.
Tasks
Create tasks for yourself or delegate among team members.
Shared Purpose Calendars
Use it to coordinate sign installations or to schedule equipment maintenance. Plan your staff vacation or training events.
Chatter
Make the conversation contextual by starting a Chatter post right from the actual customer, order, or quote record. You will never lose a communication again... just go to the record and it will always be there, right where it matters.
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PlanProphet’s collaboration tools

Activity Timeline
A unified place to see all your customer interactions, from events, email, call logs, reminders, and tasks.
Tasks
Create tasks for yourself or delegate among team members.
Shared Purpose Calendars
Use it to coordinate sign installations or to schedule equipment maintenance. Plan your staff vacation or training events.
Chatter
Make the conversation contextual by starting a Chatter post right from the actual customer, order, or quote record. You will never lose a communication again... just go to the record and it will always be there, right where it matters.
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Collaborate even on the go with the PlanProphet mobile app!

Leverage your phone capabilities to collaborate even faster. Don't wait until you are in front of a computer to interact with your team, do it on your mobile phone.
Read more
Google Play
App Store

Begin your PlanProphet experience today

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JOURNEYS

(DEFINE JOURNEYS IN YOUR CENTER FOR SALES AND PRODUCTION WORKFLOWS)

Session Video

Journey- Quote Prospect

Journey- Quote Client

Journey- New Order Flow

Journey- Re-order Request