Sales teams need fast answers from colleagues on pricing, product questions and contracts. Tandem is not a CRM; keep your pipeline where it is, and use Tandem for the conversation and follow-up work around deals.
How sales teams set up Tandem App
- Create #sales, #deal-desk for pricing approvals and #wins.
- Turn follow-up actions into tasks with due dates, such as "Send revised proposal".
- Keep proposal templates, price lists and case notes in Docs.
- Use reminders on messages for follow-up calls, and scheduled messages for team updates.
Clients and outside people
A prospect's project team can join a deal channel as Chat only guests during a pilot, with an end date.
What it costs
Tandem App is free for up to 3 users. Paid plans are charged per user (owners, admins and members) from $1.99 a month, and guests are free: 5 for every paid user. Every feature is on every plan. See pricing.