Babe said it best, when you and your broker aren’t communicating, that’s when things fall through the cracks.
“The way a team plays as a whole determines its success. You may have the greatest bunch of individual stars in the world, but if they don’t play together, the club won’t be worth a dime.” – Babe Ruth
It is important to set you and your broker up for success by establishing the proper channels to communicate. Sounds simple enough right? Unfortunately, it is easier said then done.
Let’s jump in to the basics:
When managing a broker, effective communication is crucial to ensure alignment, collaboration, and success. Here are some of the best communication tools that can help you streamline communication with your broker team:
Email: Email remains a staple for professional communication. Use it for formal announcements, sharing important documents, and providing updates that require documentation.
Satellite (https://www.everydoor.co/): This is a food specific platform you can use to get rid of dealing with outdated sell sheets, hunting down distributor codes, or simply wanting to engage those representing your brand. They’ve built a platform for the new era of CPG. A platform that makes your team more efficient and your partners more engaged, so you can focus on what matters most: building a lasting brand.
Video Conferencing Tools: Video conferencing platforms like Zoom, Microsoft Teams, or Google Meet are ideal for virtual meetings, presentations, and face-to-face discussions. They enable real-time communication regardless of geographical locations.
Project Management Software: Tools like Asana, Trello, or Monday.com can help you manage tasks, track projects, and assign responsibilities. They provide transparency and accountability for ongoing projects and sales campaigns.
CRM Software: When your broker sales team interacts with customers, a Customer Relationship Management (CRM) system can help centralize customer interactions, track sales activities, and manage leads and opportunities. More on this in a future lesson.
Collaboration Suites: Platforms like Microsoft Office 365 or Google Workspace provide a suite of tools for document collaboration, real-time editing, and sharing resources like spreadsheets, documents, and presentations.
File Sharing Platforms: Tools like Dropbox, Box.com, Google Drive, or OneDrive are essential for your broker to have all of your marketing materials, pricing, etc. at their fingertips.
Email Newsletters: Regular email newsletters can be used to provide updates, share success stories, and showcase new products or strategies.
Feedback and Survey Tools: Platforms like SurveyMonkey or Google Forms can be used to collect feedback from your broker team, helping you identify areas for improvement and gather insights.
When selecting communication tools, consider the preferences of your broker team, the nature of your business, and the specific communication needs you have. Don’t just have something to have it! Make sure it is effective.