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1. The sales team tracks expenses associated with field visits for a deal.
   
2. The legal team organizes and captures documents, individuals, evidence, problems, and authorities for legal cases.
   
3. The marketing team maintains a system of tracking competitors and their products.
   
4. The onboarding team tracks their onboarding sessions for customers.
   
5. The training team maintains records of paid training sessions for customers and partners.
   
6. The product team captures feature requests coming in from their website.
   
7. The partner management team lists their partner enablement sessions.
   
8. The account management team consolidates feedback received during QBRs with key accounts, and so on.
   

The challenge

1. The sales team's requests were being communicated to the marketing team via chat, calls, or emails, resulting in many of them being missed.
   
2. Many sales reps would often ask any marketer they knew for case studies because they didn't know who to contact.
   
3. The information exchange was slow due to the teams using multiple communication tools.
   
   
4. Each marketer kept a spreadsheet of their tasks, and the marketing manager had minimal insight into which individual was handling a specific case study.
   
   
5. One marketer found themselves overwhelmed with the majority of the case study work and struggled to deliver them to the sales team promptly.
   
6. Some case studies required frequent updates due to unexpected developments, and the marketing team was not informed.
   

Picking the solution

Working with the case study team module

You have completed the creation of a case study team module.

1. The VP of Marketing has been added to the Manager role for full visibility and to make changes in the records where needed.
   
2. Marketers have access to all case studies but are only able to edit their own, as they have been included as members.
   
3. The new intern has been included as a participant, allowing them to only access and engage with their own records.
   
4. Sales team members who request case studies have been included in the requester role.
   

Your team can easily request changes to be made if they feel it is necessary. For instance, they asked for a field to display the customer's related account, which you promptly added.

You ask your team to transfer their case study details from their personal spreadsheets to the case study module by utilizing the import feature.

You quickly navigate to chart view to get a brief overview of how the case study work is divided among your team members.

You choose to delegate the new case study requests to Emily.

The sales team appreciates this convenient method for submitting requests and asks the presales team to develop a similar one for demo requests.

It was more convenient for the marketers to complete their case studies because they could easily check the account details if needed. After a case study is completed by the marketer, it is approved by you.

All the steps taken from the creation of the initial request to the final approval are documented in the timeline of each case study record.

The sales representative can quickly download the case study from the Requests tab and then share it with their customer to help move the deal closer to completion.

Impressed with the quick and transparent collaboration between the sales and marketing teams, the VP encourages other teams to use team modules and mandates the addition of other senior executive roles as managers to those modules. This allows them to have full visibility of all customer-related marketing work when viewing a deal, contact, or account.

Powering up your team module

1. Assignment rules to automatically assign enterprise case studies to marketing managers.
   
   
2. Workflow rules to send notifications to customers to keep them in the loop.
   
   
3. Blueprint to streamline the case study publishing process.
   
   
4. Approval process to ensure that the case study is signed off by important stakeholders.
   
   

1. The design team utilized Canvas pages to make changes to their design request team module.
   
2. The legal team developed Wizards to streamline data entry for their legal review team module.
   
3. The layout rules and validation rules were set up by the onboarding team to prevent problems caused by low data quality in their onboarding sessions team module.
   
4. The delivery team provided Webforms for customers to submit feedback to their delivery feedback team module.
   

Teams have begun utilizing the Sandbox to evaluate their team module's design with a limited number of users prior to implementing them in the production environment.

Managers and senior executives have begun utilizing specialized dashboards to monitor the progress of work within team modules.

Team modules were originally designed for managing case studies but quickly gained popularity among various teams and users for their ability to facilitate open and efficient collaboration within a CRM system, eliminating the need for multiple separate tools. As a result, customer-related tasks were completed faster, leading to a more responsive and satisfying customer experience.