Collaborating With Team Members

Align strategies, avoid duplicates and inspire each other!

Updated over a week ago

They say that "Teamwork makes the dream work" - but how does that work in Ocean.io? Some great benefits are waiting when you join forces!

3 Benefits to rule them all

Benefit 1: Align strategies and share shortcuts to filters ✂️

Once you've aligned on an outreach strategy, load the right filters with just a few clicks.

Benefit 2: Avoid working on the same leads🫸

With one single source of truth, you can immediately see which companies are already bookmarked or even approached by looking at the plugin from the CRM.

Benefit 3: Use each others' example-customers to hunt for fresh meat 🎯

Using relatability is an incredibly effective selling method for your products or services. Did their competitor have success thanks to a sale your colleague made? Bring it up in a sales conversation and grab their attention on the spot.

Concrete examples

Share your filters across teams

To jump back where you left off, you can save filters in the platform. Typical filters that our users save as they'll apply at all times anyway are company size, company location, website technologies, et cetera.

If they can help your team members - save them as "Team filters":

Use lists to avoid working on the same leads

Each lead saved to a list will be clearly marked as such in the "List" column and in the quickview. That way you can make sure your work doesn't overlap with that of your team members.

Automatically avoid adding items to your new lists that are already on someone else's list by enabling the option to "Skip if already on a list"

And last but not least, when you've loaded one of your lists, by disabling items in the filters that are "In CRM" or "Exported" already.

Find lookalikes to Won deals

On the home page of the Ocean.io app, check out the newly closed deals of your team members. They probably closed for a reason, and could be a great source of inspiration for future deals!

Click on "Find lookalikes" to generate a list within seconds of similar companies that could be great potential new clients too!

Invite your colleagues

To get started, head over to your User management page and look for the "Add user" button. It should be peaking at you from the right top of your screen.

There's a user limit for each organization - contact sales if you need more users.

Note that only Admins have access to this page.

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