Sales for Digital Marketing Services Free Template
In Pipefy’s Sales for Digital Marketing template, you have the full sales workflow for digital marketing services in a single place, and visible to all stakeholders.
Perfect your sales pitch process
In a single pipe, you can collect and organize all the important information about your digital marketing prospects. Address new requests by using a checklist to document goals, budget, marketing and communications considerations.
Next, use the Sales for Digital Marketing Services template to coordinate the team for brainstorming activities, construct your digital marketing proposal, and document specific strategies and recommendations. Then, in the same pipe, move on to the client approval process, the negotiation process, and the kickoff meeting.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Sales Prospecting Plan
Increase the speed of your active prospecting efforts with custom workflows.
Commercial Proposal for Services
Define all involved expenses, allocate your team, it’s tasks and working hours.
Exceptional pricing approval for SaaS
Manage an exception pricing approval for your Saas company.