If you’re in B2B sales, you know the pain: endless email chains, lost files, and that one teammate who always misses the latest update. Deals get stuck because the team isn’t on the same page. This guide is for anyone who wants to quit chasing their own tail and actually work with their sales team—not against them—inside Brevitypitch.
I’ll walk you through practical steps to use Brevitypitch for real teamwork, not just “collaboration theater.” If you want to speed up deals without adding more meetings or busywork, read on.
1. Get Everyone in the Same (Digital) Room
Before you do anything else, get your key sales players onto Brevitypitch. Yes, it sounds obvious, but half the “collaboration” tools out there fail because people aren’t actually using them.
How to do it: - Invite directly: Use Brevitypitch’s user invite feature. Don’t just send a link—add names and roles so people know what they’re signing up for. - Set expectations: Make it clear this isn’t another app to ignore. It’s where deals will move forward. If someone’s not in, they’re out of the loop. - Keep teams tight: Don’t invite everyone from marketing and product unless they really need to be there. More isn’t better.
Pro tip: If someone resists (“Ugh, another tool?”), show them how it can replace three other things you’re all sick of—like group emails, random Slack threads, and lost Google Docs.
2. Set Up Deal Workspaces That Actually Make Sense
Most teams dump everything into one folder and hope for the best. That’s how files go missing and people lose track. Brevitypitch lets you set up workspaces for each deal or account—use them.
How to do it: - One workspace per deal/account: If a deal is big enough to have its own Slack channel, it deserves its own workspace. - Use clear naming: “Acme Corp Q2 Renewal” beats “Renewal Project” every time. - Limit permissions: Not everyone needs edit rights to everything. Protect your pipeline from accidental chaos.
What works: Dedicated workspaces keep conversations, files, and tasks tied to the deal. No more “where’s that proposal?” confusion.
What doesn’t: Don’t try to mirror your CRM exactly. Brevitypitch is for working the deal, not tracking every data point.
3. Share Pitches and Content—Without the Headaches
Sending sales decks and demos over email is a mess. You never know who has the latest version. Brevitypitch lets you share, update, and track who’s seen what, all in one spot.
How to do it: - Upload once, share many times: Put your key pitch decks, product videos, and case studies in Brevitypitch. No more “can you send me that PDF?” requests. - Use version control: Don’t delete old files—just clearly mark the newest as “current.” If someone uses the wrong one, that’s on them. - Track engagement: Brevitypitch lets you see when prospects actually open or interact with your materials. Use this data to time your follow-ups, not just guess.
Pro tip: Don’t upload everything—just the stuff that actually moves deals. Leave the generic marketing fluff out.
4. Assign Tasks—So Nothing Falls Through the Cracks
It’s easy for someone to say, “I’ll follow up,” and then forget. Use Brevitypitch’s task or action item features to assign real responsibilities.
How to do it: - Be specific: “Send revised proposal to Jane by Friday,” not just “Follow up.” - Assign owners: Every task gets a name next to it. No “team” tasks—those get ignored. - Set deadlines: Even soft ones. If it’s open-ended, it’ll never get done.
What works: Visible tasks keep everyone honest and reduce finger-pointing.
What doesn’t: Don’t use tasks for things that aren’t actionable (“Brainstorm ideas”). Tasks are for things with a clear finish line.
5. Keep Communication Focused (and Out of Email)
You want everyone talking in the right place, not scattered across inboxes and DMs. Use Brevitypitch’s built-in comments or chat to keep deal convos in context.
How to do it: - Comment on files and pitches: Want feedback on a deck? Tag your teammate right in Brevitypitch. - Centralize discussions: If a conversation starts elsewhere (“See my Slack message…”), move it into the workspace. That way, everyone can catch up. - Tag people: Use @mentions to pull in the right folks. Don’t overdo it and tag everyone for everything.
Pro tip: Don’t treat Brevitypitch chat like Slack. Keep it focused on deals and deliverables—not water cooler talk.
6. Use Analytics (But Don’t Obsess Over Vanity Metrics)
Brevitypitch gives you analytics on what content’s getting viewed or ignored. This is useful—but don’t get sucked into the weeds.
How to do it: - Watch for prospect engagement: If a buyer keeps re-watching your demo, that’s a nudge to follow up. - Spot bottlenecks: If your team’s not updating proposals or responding to comments, that’s a sign something’s stuck internally. - Ignore “busywork” stats: Number of logins or uploads rarely tells you if deals are moving forward.
What works: Use analytics to inform next steps, not as a scoreboard.
What doesn’t: Don’t waste time making pretty reports for your boss unless it helps close deals.
7. Make Feedback and Handoffs Part of the Workflow
Deals often slow down when info gets lost in handoffs—account exec to sales engineer, SDR to AE, etc. Brevitypitch can help, but only if you use it intentionally.
How to do it: - Document key decisions: Major changes, new pricing, or deal blockers should get logged in the workspace, not just mentioned in a call. - Use summaries: After a big meeting, drop a quick summary in Brevitypitch. “Here’s what we decided, here’s what’s next.” - Assign next steps: Handoffs aren’t finished until the next owner knows what to do and by when.
Pro tip: Don’t create “handoff templates” just because. Use the simplest format that works, and tweak as you go.
8. Don’t Overcomplicate It—Iterate As You Go
This is the most important part. The best collaboration setup is the one people actually use. Start simple. If a feature in Brevitypitch is confusing or gets ignored, ditch it. Add new steps only when you actually need them.
How to do it: - Start with the basics: Shared workspaces, files, and tasks. That’s enough to get real value. - Ask for feedback: Every couple of weeks, check with your team—what’s working, what’s a pain? - Change things up: If something’s slowing you down, tweak your process. Brevitypitch is a tool, not a religion.
Wrap-Up: Keep It Simple, Keep Deals Moving
Collaboration isn’t about using the fanciest tool or tracking every detail. It’s about giving your B2B sales team the right amount of structure so you can work together—without tripping over each other. Brevitypitch can speed up deals, but only if you keep things clear, focused, and easy to follow.
Start small, see what sticks, and don’t be afraid to cut features that add friction. Your deals (and your sanity) will thank you.