Sales Team Resources
Template
Pipefy´s Sales Team Resources Template is useful for structuring and managing a sales team, tracking its progress, and effectively taking care of the team´s resources. With this template, it becomes easier and more practical to organize sales teams.
Template structure
See how this template is structured. As this is just an example, you can customize it.
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1. Name
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2. Team Members
Sales Preparation and Onboarding
Sales team prep needed.
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1. Required Sales team training
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2. Documents
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3. Who can help?
Demos & Presentations
The portfolio of presentations at the sales team disposal.
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1. Presentation Portfolio
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2. Demo/Presentation Procedure
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3. Required Equipment
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4. Required Software
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5. Required Documents
Issues and Support
Issues that need solving should be mentioned here.
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1. Are there any issues?
- Yes
- No
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2. Issues & Issue Description
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3. Is this an issue specific to an individual?
- Anyone who might have a particular question that needs addressing.
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4. Possible Solution
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5. Who can help solving this issue?
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6. Issue Status
Sales Teams Comissions & Quotas
Here are the quotas established for the sales team
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1. Total Revenue Quota Goal
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2. Sales' deals
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3. Quotas must be achieved by:
- This quota's due date.
Sales Teams in Action - Current Status
Ready and active sales teams.
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1. Current Revenue
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2. Percentage of Revenue Quota reached
- 0%
- 25%
- 50%
- 75%
- 90%
- 100%
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3. Number of sales deals
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4. Percentage of Sales Quota reached
- 0%
- 25%
- 50%
- 75%
- 90%
- 100%
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5. Any feedback or observations?
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6. If both percentages hit 100% in the due time, the card goes to ''Reached Quota". If not, it goes to "Unreached Quota''