Keep track of your company’s cash inflows.
Build a library of customer case studies.
Create your commission management document.
Manage the entire Request For Proposal process (RFP).
Gather all your best client quotes and stories in one place.
To collect feedback from potential customers.
To organize your Linkedin Outreach campaigns.
Manage your sales process from first contact to close.
Collect and organize testimonials with this base by Josh Pigford from Baremetrics.
A handful of ready-to-run dashboard meters.
Stay on top of deals that will take your company to the next level.
Empower your sales reps to track deals in the simplest way possible.
A visual CRM to manage sales pipelines.
Organize around key accounts, understand responsibilities and context.
Watch that line go up and to the right. From maker Jonathan Lakin.
Make each call count by capturing important details on how best to follow up and go forward—before you forget.
Be fully prepared for your sales meeting with key notes and questions you need to ask—or think you may be asked—so you’ll already have the answers.
Record information about your orders in an easy way.
Capture all the information about your clients in one document.
Track information and activity about your leads.
Present your training services and outline the contract terms.
List items, quantities, unit prices, and total costs.
Outline the terms of the relationship between you and your client.
Solicit proposals for any type of service.
Keep track of all your outreach (and digital PR too) efforts.
Get a list of employees by position within a company.
Enrich a list of emails.
Visualizing the transitions between pipeline stages.
A CRM template by Salesforce to manage contacts.
Visualize your sales process
Enrich a list of companies.
Visualize and present your sales funnel.
Track and manage your sales leads.
Track your sales opportunities.
Keep a clean playbook as a Sales team to yield better results.
To help you generate leads.
Track the performance of multiple sales reps.
Take care of your incoming sales leads.
Create a sales sheet that outlines your product or service.
Manage your entire sales process in one system.