How well your team members work together determines how well your team performs.

Team leaders who manage to increase team collaboration can expect to see better performance and higher employee satisfaction.

One important way to improve team collaboration is to make sure you’re using the right collaboration tools to execute projects well and work efficiently.

Right now, a quarter of organizations aren’t doing so holistically.

25% of organizations don’t leverage software suitable for effective team collaboration on informal projects, despite this consuming 20% of their productive time at work.

Fortunately, this is expected to change, with 75% of project professionals believing that the use of collaboration tools for teams will increase.

In this article, we’ll break down how to select the right tool, software, or technology for better team collaboration.

What tool does your team need to work efficiently?

The short answer to this question depends on the team.

Different teams depend on different team management tools to run their day-to-day operations. The best tool to support collaboration is the one you can customize to suit your specific needs.

Whether your team is tackling day-to-day operations or executing a one-off project, they’ll need a collaboration tool or team tool, to help them get their work done.

When we say, ‘team tool’, we’re talking about platforms that go beyond standard communication tools, like email or chat apps. The right tool must help you collaborate and stay in sync with your team.

We’ll walk through some common team tools for 4 different departments — human resources, sales, marketing, and customer service — along with how to get set up for each.

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Human resources (HR) team tools

HR teams rely on team tools to do things like keep up-to-date records of their employees, track and manage their contact details, recruit new employees, onboard them, and manage their benefits once they’ve arrived.

HR professionals know that a remote team, or a distributed team, might be harder to keep track of when it comes to engagement with remote work. That means HR teams will need to further rely on team tools.

Here’s an example of how one team uses to keep track of employees using our employee information template.

team tools hr employee information example

By relying on, teams can collect and manage employee information all in one place. Every team member always has access to the most up-to-date information, supporting better collaboration within HR but also with the rest of the organization as a whole.

HR teams know that engaged employees are more productive.

It’s common for HR teams to track employee engagement, and deploy and run programs that support it when numbers start to fall.’s employee engagement template allows HR teams to track and manage engagement programs like surveys, diversity training, blood drives, and any other event or program that supports employee wellness.

team tools employee engagement HR team example

When it comes to recruiting new employees in-house or out-of-house, you can build your team with our recruitment pipeline template.

It keeps track of your applicant pipeline, and allows you to log your phone calls, in-person interviews, and track current team member contributions.

team tool recruitment HR example

During the recruitment process, you can use’s employee referral template to track and manage referrals separately if you want to fast-track these candidates.

With the employee referral template, you can see at a glance where you are in the hiring process and make notes concerning candidates in line for the job.

team tools HR employee referral tracking

Finally, once the right candidate has accepted an offer, you can use’s employee onboarding template to ensure they’re set up with everything needed to get started on day one.

team tools HR team employee onboarding

Within each template, HR teams can customize their team tool for any specific needs by creating different columns. They can assign tasks, create organizational buckets, and more. And every board can link together, so there’s no duplication of data.

Tools for sales teams

Sales teams use team tools that allow them to keep track of their pipeline, make sure their internal sales processes are running smoothly, and make sure that the customer is always happy post-sale.

When it comes to tracking your pipeline, you’ll need a tool that allows you to keep track of incoming leads, assign associated sales representatives, and track progress toward closing sales.

The sales pipeline template allows sales teams to do so while also allowing them to customize the information that’s tracked.

This can include deal size, product, vertical, company size, and any other relevant data depending on your industry.

team tools sales pipeline example

But, there’s a lot more that goes on behind the scenes when it comes to managing a sales pipeline.’s sales process template allows you to manage the sales process easily, observe which leads have been contacted, view sales progress, and remain on top of all steps leading up to and following closing the deal.

team tool sales process template example

Last but not least, in many cases, the deal isn’t done after it’s closed. In industries with a recurring sales cycle, sales teams will need to make sure that post-sale accounts are passed on to account management smoothly.’s post-sales project template allows sales teams to ensure that the hand-off to other teams happens as smoothly as possible. Sales personnel are also kept in the loop where needed.

team tools post sales

Solutions for marketing teams

Marketing teams need team tools to make sure their campaigns run smoothly, reach potential customers effectively, and plan their calendar for the year.

One of the best ways to ensure that this happens is by documenting and managing a marketing strategy.

Simply stated, a marketing strategy is a plan of action designed to promote and sell a product or service.

With’s marketing strategy template, you can monitor your marketing research, set and revise goals, and dive into your campaign analysis and optimization. marketing strategy template team tools

If you’re in marketing, you know that your marketing strategy depends on your budget — without enough money to execute, you won’t get far.

With’s marketing budget tracker, you can see where you might have gaps in your budget, where you might be close to hitting your spend limit, and where you might have a bit more wiggle room.

Check the status of your spending, define what you’re spending your budget on, and see your estimated and actual expenditures or profits in one place.

team tools budget tracker

Marketing team members often collaborate on the execution of campaigns and calendars.

When it comes to marketing campaigns, a platform like’s marketing campaign tracker allows you to complete the planning process and execution in one centralized workflow space.

You can see what everyone is working on in order to gain clear insight into your next steps.

team tools marketing campaign template.

The execution of your marketing calendar operates similarly to the execution of various marketing campaigns when it comes to your team tool.

Marketing teams that use often start with our marketing calendar, which allows them to collaborate and execute on asset creation, and coordination, needed for campaigns to go off without a hitch. This marketing calendar can be displayed in whatever format works best for your team — a table, timeline, Gantt chart, Kanban board, and much more.

team tools marketing calendar

Customer support team tools

The types of team tools that customer support teams use allow them to track incoming requests and efficiently address the concerns and questions of customers. allows customer support teams to build ticketing systems that help them track and manage those incoming requests.

Here’s an example of how one team uses for ticket tracking. Customer support teams can assign tickets, track progress, create reports, and much more.

team tools ticket tracking example also integrates with popular customer support software, like Zendesk, which allows teams to track trends, analyze data, and put in place robust, insightful reports.

Internally, tools like Zendesk also allow team leaders to provide feedback and assign tickets.

By integrating with Zendesk, you can automate certain actions so that task management runs smoothly. This will ensure that client data is never lost.

For example, as pictured below, a user can automatically open a ticket in by opening a ticket in Zendesk.

team tools zendesk example

In addition to this simple and common integration, you can create and manage many other automations, including status updates, team communications, and much more.

team tools customer support Zendesk automation examples

Build the perfect tool for your team to collaborate with

Choosing an ineffective team tool can break down collaboration, team communication and reduce productivity across different teams.

Make sure you select the right team tool for your department, whether that’s HR, sales, marketing, customer service, or any other team within an organization.

With, each department can customize the platform to fit the unique needs of their team. So everyone works — and shares data — in one single platform without having to sacrifice their unique processes and workflows. is the Work Operating System (Work OS) that you need to create comprehensive, realistic, and innovative tools to support better teamwork in your organization.

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