Using this template, you may improve responsibility and cooperation in your sales deal process.
Demo & Customer discovery
The template simplifies the process of inviting cross-functional stakeholders, tracking action items, and connecting Tracup to platforms such as Salesforce.
A salesperson is responsible for networking and initiating contact with prospects, setting up customer meetings, and sending proposals. Salespeople will usually have a personal quota they have to meet every month. The pre-sales process begins when the initial contact is made with the prospect.(“Pre-Sales - Staff.Wiki”)
Sales agreements may go at any speed, but with information fragmented across tools and poor handoffs, they won’t move rapidly. Instead, sales teams may use our template to optimize the process. The template simplifies the process of inviting cross-functional stakeholders, tracking action items, and connecting Tracup to platforms such as Salesforce. With a defined procedure in place, sales teams can provide superior customer experiences that eventually lead to the sale.
Save your own templates to adhere to standard practices. Long checklists in documents or spreadsheets become obsolete and difficult to follow. Save your own unique template to ensure that no steps are overlooked.
Create smooth transitions between tools and teams. When an opportunity arises, you may immediately initiate project creation by linking Salesforce and Tracup.
Assign tasks to clarify duties. Assign assignments with due dates so that everyone knows who is working on what to move the opportunity ahead.
|Task Status:||☹[Call Notes]👌[Demo & Customer discovery]🖐❎[Contracting] [Customer onboarding] [Finished]|
|Task Type:||[High] [Medium] [Low]|
|Task View:||List, Board. File, Wiki|
|Custom Field can be shown:||Create Time, Expire Date, Assignee, Type, Team|
Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.
If you have problems during the use of the template, please contact the Tracup team.
Built in 2022-09-27 18:00:19
Since commissions account for a sizable portion of a salesperson's salary, it's crucial to track commissions accurately and precisely. However, many find this work complex and challenging for it's easy to lose exact track of numerous sales data.
For effective commissions tracking, a lot of sales management professionals employ Tracup's commission tracking template. Commission Info template from Tracup provides more accurate payouts, bigger transparency, streamlined workflow, and enhanced insights into your business.
To collect more specific and detailed information for salespersons' salary accounting， this free simplified and professional tool reaches a helping hand to people working in the information commission office!
You wouldn't believe how simple it is for a lead to get lost. Additionally, since leads are the lifeblood of the sales department, it would be extravagant to allow even one to be lost. When your lead volume increases, you'll need to compile a list of leads. The Sales Lead List template by Tracup can provide you with a useful tool to attract more potential leads.
Using our Sales Lead List template, you can collect all of your leads into one list, keep a detailed record of the latest person who contacts you, and sort and filter leads with countries, companies, sources and other factors.
This Lead List template brings sales workers the closest monitoring of leads' contacts progress.
This template acts as a coach by keeping tabs on your performance as you complete tasks and move deals forward.
It determines your average conversion rate so you may know how many fresh leads to obtain and what tasks to finish in order to reach your goals. Real-time reports let you know if you're on track and allow you to change your course as necessary.
Designed for product providers and service-based companies, the Sales Price List Template from Tracup displays all columns you need about sales price, investment amount, and product category.
Professionally created price lists and menus are no longer prohibitively expensive. With the help of Tracup product price list maker, you can create favorable price lists and menus that enhance your company's offerings and boost sales.
You can quickly print and distribute your file with the assistance of our user-friendly custom fields. You can also choose what you want to change and have it changed right away whenever you wish to edit prices or other items.
Wondered how to track every payment of every client? Feeling befuddled when asked to show a historical record? Cannot collect all bills and checks in one simple sheet? Tracup's Clients Payment History Template works to solve your problem.
We have you covered if you are managing all of your payment transactions. You can easily handle both your personal and business payment transactions with the help of this Tracup Clients Payment History Template. You'll be able to document all of your financial transactions and be prepared if someone requests verification or a payment record.
Tracup improves traditional payment forms by upgrading into a clear, flexible, and agile list to meet all your demands in client payment tracking and management.
Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further