In sales and CRM, there are several essential tasks that contribute to the success of managing the customer relationships, driving sales, and achieving the business objectives.
Sales and CRM saves time and cost of the salesperson and performance by keep tracking all the activities in one place.
It has an extensive functionality on each stages of the sales process that helps the salesperson to accomplish his task very easily.
This will make more fun and energetic way of working on this template.
The sales and CRM template has been designed to improve the performance of sales activities on the organization. The essential activities like prospecting and lead generation, project need assessment, customer engagement, solution presentation and demo, negotiation and objection handling, closing, and post sales support can be carried out on this template efficiently.
Prospecting and Lead Qualification
Keep all your team notes organized in a single doc by duplicating this page for each meeting.
Meeting Notes 1
Meeting Notes 2
Keep track of each meeting or discussion topic in a new row, and add details in the notes column. Row order is based on the date, which can be changed in the table’s sort option.
View all, including past topics
Proposal and Quote Generation
When preparing the proposal and quote for a customer, there are several things to consider like scope and deliverables, pricing and payment terms, value proposition, timelines, and flexibility etc., So, Add your ideas to the clucket list, and remember to vote, as well.
Everyone has free range to say how they’re feeling about the proposed strategy. Use their language, reference previous discussions or meetings and incorporate relevant details in the sentiment. This consolidated feedback shows that you have listed and are focused on their specific requirements.
Check to show everyone's sentiment ( submitted with average sentiment of )
Negotiation and Objection Handling
Ideas Discussed & Alternative Concerns
AI-generated action items
Add topics below, and choose a date to be discussed. Managing the closing of a deal with customer is critical stage in the sales process. It involves finalizing the agreement, obtaining commitment and ensure the smooth transition towards implementing the solution or delivering the product. So, add the topic that outlines the agreed terms, deliverables, pricing, and the issues that resolved to the customer satisfaction.
Click to show completed topics