How to Boost Sales Team Collaboration With Pumble

Have your company’s sales been suffering due to insufficient communication? 

Are your reps getting frustrated waiting around for answers and losing leads?

You know better than anyone that in sales, speed is everything. 

If valuable hours are wasted digging through emails for context and answers, it’s time to move to a better way of working. 

What your team needs is an all-in-one communication tool that drives speed, transparency, and collaboration.

With Pumble by CAKE.com, sales teams have everything they need to:

• Stay connected, 
• Share updates, and 
• Get real-time answers that help close more deals. 

Let’s take a look at how you can use it to your advantage.  

Create “deal rooms” for high-value accounts

High-value deals rarely move forward on the strength of one sales rep alone.

RFPs bring in legal questions, product clarifications, and security requirements that can’t afford long email delays. 

Instead, sales teams can create dedicated channels in Pumble for each account — for example, #deal_acme_corp — and bring everyone involved into one shared space. Sales, legal, and product teams can swarm around the deal and answer questions instantly. 

Focusing conversations and replying in threads keeps the channel clean and easy to follow. If you send an important message that you want everyone, even those not engaged in the thread, to see, simply select the ‘Also send to this channel’ option. 

When a written reply isn’t enough, teammates can drop a quick voice or video message to clarify a complex point, or jump on a voice or video call directly from the channel to resolve questions on the spot. 

For demonstrations, share your screen in a call to walk through a solution together. 

Calls can also be scheduled in advance using the Google Calendar integration, keeping everyone aligned and on top of their meetings without switching tools. 

All relevant files live alongside the conversation. RFP documents and supporting materials can be shared directly in the channel, and call recordings can be posted afterward, so anyone joining later has full visibility into what was discussed. 

Collaborate instantly on key accounts

Instant lead response with CRM integrations

When a new lead comes in, every minute matters. The longer a prospect waits for a response, the colder the opportunity becomes. 

Yet, in many teams, new leads still sit unnoticed in a CRM until someone checks a dashboard or forwards an email. 

By connecting Pumble with tools like HubSpot or Salesforce through its Zapier integration, sales teams can automate how new leads surface. 

You can create a simple Zap that sends a message to a dedicated #hot_leads channel in Pumble the moment a new lead is created in the CRM. This instantly makes the entire team aware of the opportunity. 

From there, the first available rep can claim the lead directly in the channel, eliminating delays and unnecessary meetings. 

This setup helps reps:

• Shorten lead response time, 
• Follow up sooner, and 
• Increase the chances of conversion without adding extra tools or steps. 

Never miss a hot lead again

Empower field sales with the mobile app

For the part of your sales team that’s out on the road, getting answers and information in real time can be especially challenging. 

The Pumble mobile app closes the gap between field reps and office teams, making them feel like the whole company is in the room with them. 

Need to check inventory, confirm a feature, or get a technical answer while standing in a client’s office? With the mobile app, reps can send messages and get quick responses across multiple formats:

• 1-on-1 direct messages for private conversations,
• Group direct messages for small team coordination, 
• Channels to involve broader teams or departments, and 
• Message threads to keep related discussions organized and easy to follow. 

Additionally, voice messages can replace long texts and make it easy to explain complex points on the go, keeping the deal moving while the buyer is still engaged. 

Using Pumble as their mobile sales app, field sales teams no longer have to promise that they’ll get back to their clients. They have instant access to the right people and files no matter where they are.

Boost morale and visibility with win wires

Instead of listing closed deals in a monthly report long after they’re done, use them to build momentum and motivate your sales team.

Create a dedicated #sales_wins channel where reps can post short updates about their successes. Team members can use emoji reactions to build hype and reply in threads to congratulate each other.  

This creates a great opportunity for employee celebration and makes recognition immediate and human, turning wins into a shared experience. 

Visualizing achievements in a public channel: 

• Drives healthy competition, 
• Boosts morale, and 
• Keeps the energy high across the team far better than a monthly email ever could.

Bring your whole sales team together

Communicate in real time and close deals faster with Pumble

Learn more Sign up

Improve sales and marketing alignment

Marketing is one of the departments that works closely with sales, shaping messaging for the same potential customers sales teams speak to every day. 

This makes sales reps the perfect source of insight into real objections, questions, and requests they hear on calls. 

Instead of waiting for quarterly meetings or compiling long documents, teams can use Pumble to make instant adjustments. 

By creating a dedicated #marketing_feedback channel, sales reps and other teams can share objectives and feedback directly from prospects as they come up. 

This gives marketing immediate visibility into what’s working and what isn’t, allowing them to refine messaging on the spot and continuously improve their strategy.

Seamless handoffs to customer success

Once a deal is closed, handing the account over to a customer success representative doesn’t have to involve lengthy catch-up meetings or scattered notes. 

With Pumble, sales teams can simply add the CS rep to the group DM or deal channel where the account was discussed. 

Pumble’s unlimited message history supports knowledge sharing by giving teams instant searchable access to: 

• All past conversations, 
• Shared files, 
• Context around what was sold, and 
• Any expectations set along the way. 

The result is faster customer onboarding handoff and more confident start to the customer relationship, without unnecessary delays or repeated conversations. 

Turn every sales interaction into action

Try the ultimate all-in-one collaboration tool

Learn more Sign up

Bring external partners into the conversation

There are times when deals require input from external partners, resellers, or stakeholders outside your organization. For this, your sales team can use Pumble’s guest access feature to bring collaborators directly into the conversation securely and with clear boundaries. 

With single-channel guest access, you can invite partners into a dedicated channel created specifically for that account or deal. This gives them access only to the information and people they need, keeping the rest of your workspace private. 

When a real-time discussion is needed, teams can start a video call directly from the channel and invite external stakeholders to join using a meeting link — no Pumble account required. 

This secure collaboration will have everyone aligned and deals progressing without the risk of delays.  

Work with partners without chaos

Close deals faster with Pumble

Sales team collaboration with Pumble goes far beyond what email can offer in terms of speed, clarity, and efficiency.

Using centralized sales communication tools like Pumble for sales teams makes it easier to:

• Collaborate across departments, 
• Respond to leads and questions faster, 
• Keep secure client communication in one shared space, 
• Maintain full visibility across deals and handoffs, and
• Accelerate deal flow without adding complexity. 

If you’re looking to move sales conversations out of inboxes and into real-time collaboration, Pumble gives your team the foundation to sell faster and smarter. 

Démarrer avec Pumble