If you’re on a B2B sales team (or working with one) and drowning in endless email threads, Slack messages, and half-baked spreadsheets, you’re not alone. Even the best teams can end up with info scattered everywhere and deals falling through the cracks. This guide is for anyone who wants to cut through the noise and actually work together—without wasting hours on tools that just create more work.
Let’s walk through how to make collaboration in Getctrl actually seamless—what to do, what to avoid, and how to keep your team from pulling their hair out.
1. Get Everyone on the Same Page (Literally)
First things first: Don’t even try to collaborate if half the team isn’t using the same tool. Before you dive into features, make sure everyone who needs access to Getctrl actually has it, and knows why you’re using it.
- Invite the right people: Sales reps, sales ops, marketing, customer success—whoever’s involved in the deal cycle.
- Ditch old habits: Set a clear expectation: “From now on, all deal activity lives in Getctrl.” If people keep falling back to email or spreadsheets, you’ll end up with a mess.
- Pro tip: Schedule one quick walkthrough for the team to see how Getctrl works. Don’t just email a signup link and hope for the best.
What works:
Getting explicit buy-in and showing people the basics. If you skip this, expect a lot of “Wait, where’d you put that file again?”
What doesn’t:
Assuming everyone will just “figure it out.” Most won’t.
2. Set Up Your Sales Workspace
Once everyone’s in, don’t overcomplicate your workspace. Start with the basics:
a. Create Deal Pipelines That Reflect Reality
Set up pipelines that actually match how your team sells—not some generic template.
- Stages: Keep them simple and descriptive (e.g., “Contacted,” “Discovery,” “Proposal Sent,” “Negotiation,” “Closed Won/Lost”).
- Avoid: Overly granular stages (“Demo Booked But Not Yet Confirmed”)—they just create extra admin.
- Custom fields: Only add fields you’ll use. If nobody ever updates “Lead Source Details,” ditch it.
b. Shared Spaces for Docs and Notes
Centralize all docs, notes, and files related to deals. No more “Hey, can you resend that PDF?” messages.
- Docs: Link proposals, contracts, and call notes to specific deals.
- Pin important docs: Use Getctrl’s pinning or starring feature (if available) to highlight key files.
- Tagging: Use tags for quick sorting (e.g., “Q3 priority,” “Renewal”).
What works:
A single, obvious place for every doc, note, and task. If people have to guess, they’ll just email you.
What doesn’t:
Trying to use every feature out of the box. Start simple, add as you go.
3. Communicate in Context—Not in Slack Silos
Half of “collaboration” is just not losing track of conversations. Getctrl’s biggest win is keeping deal-related chats attached to the deal itself.
- Deal comments: Use threads or comments on deals for updates, questions, or feedback.
- @Mentions: Tag teammates when you need input—no need to start a new Slack thread every time.
- Notifications: Tune them so you’re not getting pinged for every little thing. If Getctrl’s notifications are overwhelming, adjust your settings.
What works:
Keeping questions, approvals, and updates tied to the deal, not floating around in chat apps.
What doesn’t:
Trying to replace all team communication with comments in Getctrl. Use it for deal-related stuff—keep general team banter elsewhere.
Pro tip:
If your team loves Slack, see if Getctrl’s Slack integration works well. But don’t force it—most integrations are just okay, not magic.
4. Assign Tasks and Follow Up (Without Nagging)
Deals stall when everyone assumes “someone else” is on it. Use Getctrl’s task features to make ownership clear—without turning your sales process into a project management nightmare.
- Assign tasks: Connect them directly to deals, not just people.
- Set clear deadlines: Don’t just say “ASAP”—pick a real date.
- Reminders: Use them sparingly. Too many, and people start ignoring them.
- Accountability: Make it routine to check open tasks in your pipeline review.
What works:
One task per owner, per step. If two people own a task, nobody owns it.
What doesn’t:
Creating endless checklists for every deal. Focus on what actually moves things forward.
5. Use Activity Tracking—But Don’t Go Overboard
It’s tempting to track every call, email, and meeting, but don’t let this turn into busywork.
- Log key activities: Record the stuff that matters (e.g., “Sent proposal,” “Held pricing call”).
- Skip the noise: You don’t need to log every “checking in” email.
- Review as a team: Use activity logs to spot stuck deals or bottlenecks in your process.
What works:
Tracking meaningful touchpoints—enough to know where deals stand, but not so much that updating Getctrl becomes a chore.
What doesn’t:
Mandating that every single outreach gets logged. That’s a fast way to lose buy-in.
6. Share Insights—But Keep Reporting Simple
Everyone wants better dashboards, but most teams only need a few key metrics to work together.
- Track what matters: Pipeline value, deal velocity, win/loss rates, activity by rep.
- Skip vanity metrics: If nobody acts on “total calls this month,” don’t bother tracking it.
- Export or share: Use Getctrl’s built-in reports, but don’t be afraid to export to a spreadsheet if that’s easier for your team.
What works:
A weekly pipeline review using just a few charts or numbers. If you can’t explain your metrics in a minute, they’re too complicated.
What doesn’t:
Building custom dashboards for every possible scenario. You’ll spend more time tweaking charts than selling.
Pro tip:
If execs are asking for one-off reports, set up a recurring export and move on. Don’t get sucked into dashboard rabbit holes.
7. Keep It Clean: Regular Housekeeping
No tool will help you collaborate if your data turns into a junk drawer.
- Archive dead deals: Don’t let your pipeline get cluttered.
- Review permissions: Make sure only the right people can see sensitive deals or docs.
- Quarterly clean-up: Set a calendar reminder to review fields, templates, and docs.
What works:
A little ongoing maintenance—five minutes a week saves you hours later.
What doesn’t:
Waiting until everything is a mess, then trying to fix it all at once.
What to Ignore (for Now)
Not every feature is worth your time right away. Here’s what you can skim past unless you have a real need:
- Advanced automations: Great if you’re a 50-person team, overkill if you’re five.
- Integrations you don’t use: Connecting everything “just in case” usually backfires.
- Custom reports for every scenario: Start with the basics, then add as you learn what you actually need.
Wrapping Up: Simple Wins, Every Time
The best B2B sales teams don’t collaborate because of fancy tools—they use tools to make collaboration easier. Getctrl won’t solve your process problems if your team isn’t on board or if you try to do too much at once. Start small, keep it simple, and only add features as you need them. Iterate, clean up as you go, and focus on making it easy for your team to work together. That’s about as “seamless” as it gets.