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Collaborating Across Sales & Implementation

How sales and implementation teams share information in Firehose.

Written by Chad Deely

Firehose gives both sales and implementation teams access to the same underlying CRM records — companies, contacts, and deal history — so context is not lost when a customer transitions from sales to implementation.

Shared CRM records

Implementation reps can view the full sales activity history on any company or contact record. This includes emails, logged activities, notes, and the deal history from the sales pipeline.

Deal handoff

When a sales deal is closed, it becomes available in the implementation pipeline. Implementation reps pick up the deal from there and continue the timeline with their own activities.

To dos across teams

To dos can be assigned to any member of the workspace, across teams. This allows sales reps and implementation reps to hand off follow-up tasks as needed.

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