Meet Jeff. Jeff is an account executive. He sells his organization's products and services. Jeff collaborates with prospects, customers and partners to follow-up on leads and RFPs, send quotes, and negotiate agreements. He and his team use all sorts of tools to collaborate internally, including: HubSpot, Microsoft Teams, and Dropbox.
For his external collaborations, instead of email, Jeff uses TakeTurns.
TakeTurns is a new way to share, request, review or revise documents and files with your external parties. It’s based on the simple idea of collaborating turn-by-turn.
Here’s why Jeff likes TakeTurns.
Share and negotiate proposals and contracts in a structured way. The turn-by-turn approach makes it clear whose turn it is to work.
View all open negotiations, track progress, and identify bottlenecks.
Keep all deal-related documents (proposals, agreements, etc) together. It’s one place to share, review, revise, and request files with customers and prospects.
Include all relevant stakeholders (procurement, legal, sales management, etc) in your negotiations. Access to full history ensures that every participant comes up to speed more quickly.
Share deadlines with your clients and never miss a quarter's end.
Avoid spawning multiple email threads, use the built-in chat to keep all stakeholder communications in the same place.
Access the history of your negotiation (files, messages, and chats) at any time and download a complete archive when the deal is closed.
Link all your client-facing collaborations, negotiations, and closings to opportunities in your CRM
Avoid duplicating every deal document and all their versions in everyone’s inboxes. With TakeTurns, files are secure and disappear after a deal is closed.