In this article, we will help you to understand the sales and CRM templates and menus related to it.
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Overview
The Sales & CRM category templates display a variety of sales templates of work management to help store the different types of sales contacts for the organization and make information about every interaction available to everyone. You can always modify your templates at the personal level and can convert them to a custom template for other managers to use.
To learn more about other domain templates and related menus, read more.
Sales & CRM Templates
Sales Contacts
The Sales Contacts template allows teams to maintain a repository of different types of sales contacts for the organization.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using the Sales Contacts Template
- Data Management: Store important data about your leads, customers, and partners in an organized way that is easily accessible to all team members.
- Improved Security: All contact information can be stored securely on the project board.
- Dashboard: Use the dashboard to stay up to date on upcoming interactions to ensure that you never miss an event.
Card Type List
- Sales Contact: Represent multiple types of relationships: a lead, customer, or vendor.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Sales Pipeline
The Sales Contacts template allows you to track your sales opportunities, and visualize their progress through the different stages of the sales pipeline. Also, monitor your sales funnel and pipeline value.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using the Sales Pipeline Template
- Better visibility and collaboration: The visual representation enables the entire sales team to be cognizant of where each lead is in the pipeline.
- Improved organization and accountability: The board provides a structured framework where every member knows the high-priority tasks at hand and the person it is assigned to.
- Use the dashboard to help you get an overview of the ongoing sales and also monitor the sales pipeline value, cycle time, and other valuable information.
Card Type List
- Sales Lead: Represent a prospective lead and track persistent information about them as they through the pipeline.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Post-Sales Handoff
Transition your customer seamlessly from the Sales Team to the Customer Success team. Create a streamlined process, assign responsible stakeholders, and ensure a smooth onboarding experience for your customers.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using Post Sales Handoff Template
- Smooth Transition: The smoother the transition from the Sales Team to the Customer Success Team, the happier the customer is going to be.
- Improved Tracking: Keep track of the cost of onboarding and customer satisfaction to take remedial action wherever necessary.
- Customizability: Customize the board to match your process and implement a streamlined process that everyone can easily follow.
Card Type List
- Customer: Represent a customer and helps you to track the onboarding status, the associated costs, and the customer satisfaction rating.
- Risk: The team can record all the risks that they foresee and take necessary actions to mitigate them.
- Action Items: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.