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Pre-sales Deal Support Template

Using this template, you may improve responsibility and cooperation in your sales deal process.

Template Configuration
7

Task status

New

Call Notes

Demo & Customer discovery

Contracting

Customer onboarding

Finished

Closed

3

Task type

High
Low
Medium
1

Custom field

Team

Template Details

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.

How to Manage Sales Deal Support Using Our Template

  • 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.

The Template Default

Task Status: ☹[Call Notes]👌[Demo & Customer discovery]🖐❎[Contracting] [Customer onboarding] [Finished]
Task Type: [High] [Medium] [Low]
Custom Field: Team(text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Team

Reminder:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

RELATED RESOURCES

  1. Miller, Raegan. “Forest Service Proposes Young Growth Timber Sale near Thorne Bay - KRBD.” KRBD, 26 Sept. 2022, www.krbd.org/2022/09/26/forest-service-proposes-young-growth-timber-sale-near-thorne-bay.
  2. “Pre-Sales - Staff.Wiki.” Pre-Sales - Staff.Wiki, staff.wiki/205,Page,presales,KB.aspx. Accessed 27 Sept. 2022.
Creator
Other Info

Built in 2022-09-27 18:00:19

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