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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Name
  2. Team Members

Sales Preparation and Onboarding

Sales Team prep. needed.

  1. Required Sales team training
  2. Documents
  3. Who can help?

Demos & Presentations

The portfolio of presentations at the sales team disposal.

Issues and Support

Issues that need solving should mentioned here.

  1. Are there any issues?
    • Yes
    • No
  2. Issues & Issue Description
  3. Is this an issue specific to an individual?
    • Anyone who might have a particular question that needs addressing.
  4. Possible Solution
  5. Who can help solving this issue?
  6. Issue Status

Sales Teams Comissions & Quotas

Here are the quotas established for the sales team

Sales Teams in Action – Current Status

Ready and active sales teams.

  1. Current Revenue
  2. Percentage of Revenue Quota reached
    • 0%
    • 25%
    • 50%
    • 75%
    • 90%
    • 100%
  3. Number of sales deals
  4. Percentage of Sales Quota reached
    • 0%
    • 25%
    • 50%
    • 75%
    • 90%
    • 100%
  5. Any feedback or observations?
  6. If both percentages hit 100% in the due time, the card goes to ”Reached Quota”. If not, it goes to “Unreached Quota”

Reached Quotas

Unreached Quotas

Inactive Teams

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