If you’re tired of endless email threads and random spreadsheets just to keep your sales team on the same page, this guide is for you. We’ll dig into how to actually work together inside Aomni to make prospecting less painful and a whole lot more productive. Skip the hype—you’ll get the real process, what actually helps, and what’s just noise.
Why care about collaboration in prospecting?
Let’s be honest: most prospecting fails not because you don’t have leads, but because your team isn’t sharing what they know, or they waste time chasing the wrong info. Collaboration is about making sure everyone’s pulling in the same direction, not duplicating work, and not tripping over each other with “Has anyone talked to this account?” moments. A good tool can help, but only if you use it well.
Step 1: Set Up Your Team for Success
Before you can collaborate, you need the basics sorted. In Aomni, that means:
- Get everyone into the workspace. Don’t just invite your core reps—bring in SDRs, managers, and anyone else who touches prospecting.
- Define your pipeline stages. Agree on what “prospecting,” “qualified,” and “engaged” actually mean. Otherwise, you’ll get chaos.
- Decide on notification settings. Too many alerts? You’ll start ignoring them. Too few? You’ll miss important updates. Find a balance.
Pro tip: Spend 30 minutes with your team up front to agree on the process. It’s a pain, but you’ll save hours of headaches later.
What to skip: Don’t obsess over customizing every field. Start simple—labels like “priority” and “owner” are usually enough at first.
Step 2: Create a Shared Prospect List
The best collaboration starts when everyone’s looking at the same list, not juggling their own secret spreadsheets.
- Import your existing leads. Use CSV uploads or integrations to bring in your contact lists.
- Tag accounts and contacts. Mark key industries, regions, or deal sizes. Tags beat freeform notes for filtering later.
- Set ownership and visibility. Assign account owners, but let the rest of the team see what’s going on. Transparency beats territoriality.
Honest take: If your team is still hoarding leads, no tool will fix that. Agree that the pipeline belongs to the team, not individuals.
Step 3: Work Together in Real Time
Aomni lets you comment, assign tasks, and share research on accounts—use it. Here’s how to do it without making things messier:
- Comment instead of emailing. Drop updates or questions right on the account or contact record. Everyone can see the history, and it never gets lost.
- Assign follow-ups. Don’t just say “someone should call them”—assign a person and a due date. Otherwise, nothing will happen.
- Share research and insights. Found a relevant news article or buyer trigger? Attach it to the account. Saves everyone from redundant Google searches.
What doesn’t work: General channels for “prospect updates.” They get noisy fast. Keep conversations tied to specific accounts.
Step 4: Make Meetings Useful (and Short)
You still need syncs, but if you’re using Aomni right, you can cut the meeting time in half.
- Review the live pipeline. Don’t waste time with slide decks—pull up the real prospect list and walk through it.
- Spot blockers fast. If a deal’s stuck, comment right there in Aomni so follow-ups are tracked.
- Assign action items on the spot. No more “I’ll send you an email later.” Assign tasks in the meeting, visible to everyone.
Pro tip: Rotate who runs the meeting. It keeps everyone honest and stops one person from dominating.
What to ignore: Fancy dashboards for the sake of dashboards. Focus on what helps you take action, not what looks impressive in screenshots.
Step 5: Keep Your Data Clean—Together
Collaboration falls apart if your data is garbage. Make it everyone’s job to keep things tidy:
- Set a once-a-week clean-up time. Ten minutes Friday afternoon works. Review stale records, update bad info, and clear out duplicates.
- Make updating mandatory, not optional. No updates, no credit for the lead.
- Reward accuracy. Shout out the person who keeps the cleanest pipeline, not just the person who closes the biggest deal.
Real talk: If you don’t enforce this, your pipeline will turn into a junk drawer in a month.
Step 6: Use Analytics—But Don’t Drown in Them
Aomni has analytics, but more isn’t always better. Here’s what actually helps:
- Track conversion rates, not vanity metrics. How many prospects are moving to qualified? Where are things stalling?
- Spot patterns. If one segment responds better, share that insight and double down.
- Review as a team. Don’t just let managers hoard reports. Everyone should see what’s working (and what isn’t).
What to skip: Endless custom reports. Pick 2-3 numbers that matter, review them, and move on.
Step 7: Iterate and Improve (Without Getting Fancy)
No process is perfect. The best teams tweak things as they go instead of waiting for “the perfect setup.” Every couple of weeks, ask:
- What’s slowing us down? Is a step in Aomni causing more pain than it solves?
- What’s working? Double down on it.
- What can we cut? Simpler usually means faster.
Pro tip: Make process changes in small batches. Don’t overhaul everything at once or you’ll just confuse people.
Summary: Keep It Simple, Keep It Honest
Collaboration in Aomni isn’t magic. It’s about getting your team to actually work together, share what they know, and keep things tidy. Skip the bells and whistles—focus on shared lists, clear tasks, and visible updates. Most importantly, keep talking as a team and tweak your process as you go. Simple, honest, and just effective enough to get the job done.