Effective Team Collaboration Best Practices

Teams that werk effectief samen close 30-40% more deals than individual agents. The reason? Shared knowledge, load balancing, and complementary skills. But collaboration requires clear protocols and tools.

This guide shows you how to use Tesoro CRM for seamless team collaboration.

Clear Ownership Rules

Primary Agent (Deal Owner):

• First point of contact for client
• Responsible for deal progression
• Updates CRM status and notes
• Coordinates viewings and negotiations
• Receives primary commission

Supporting Team Members:

• Assist with viewings if owner niet available
• Provide market insights and expertise
• Cover during vacation/sickness
• Receive partial commission (pre-agreed %)

Team Collaboration Indicators:

• Tag teamlids in Tesoro: @mention in notes
• Add collaborators to deal
• Define role: Assistant, Specialist, Manager oversight
• Track contribution for commission split

When to Involve Team

High-value deals (>€500K):

• Add manager voor toezicht and approval
• Senior agent for negotiations
• Legal/financial specialist if complex

Specialist Expertise Needed:

• Luxury properties: Luxury specialist
• Investment properties: ROI/financial expert
• International buyers: Language specialist
• Commercial properties: Commercial specialist

Coverage/Capacity:

• Multiple viewings same time
• Agent on vacation
• Overload of active deals
• Urgent client need while in meeting

Daily Stand-up (15 min, elke ochtend)

• Each teamlid shares: (2 min each)
• Yesterday's wins/challenges
• Today's top priorities
• Where help is needed

Weekly Team Meeting (60 min, Friday)

• Pipeline review (20 min): Team KPIs, stuck deals
• Knowledge sharing (20 min): Market insights, best practices
• Planning (20 min): Next week's coordination, coverage

Communication Channels

Tesoro CRM (primary):

• All deal-related communication
• @mentions for specific requests
• Shared notes visible to team
• Task assignments with deadlines

Instant Messaging (urgent only):

• WhatsApp/Slack for immediate needs
• Client emergencies
• Last-minute schedule changes

Email (formal/external):

• External communications
• Documentation requiring trail
• Weekly summary reports

Phone Calls (complex/sensitive):

• Complex negotiations strategy
• Sensitive client situations
• Conflict resolution