Effectieve samenwerking in teams

Teams die effectief samenwerken sluiten 30-40% meer deals dan individuele agents. De reden? Gedeelde kennis, load balancing, en complementaire skills. Maar collaboration vereist duidelijke protocols en tools.

Deze guide toont je hoe je Tesoro CRM gebruikt voor naadloze team collaboration.

Clear ownership rules

Primary agent (Deal Owner):

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

Supporting teamlids:

• Assist met viewings indien owner niet available
• Provide market insights en expertise
• Cover tijdens vakantie/ziekte
• 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 en approval
• Senior agent voor negotiations
• Legal/financial specialist indien 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, vrijdag)

• 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 voor specific requests
• Shared notes visible to team
• Task assignments with deadlines

Instant messaging (urgent only):

• WhatsApp/Slack voor 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