Sales Operations Template

Increase sales productivity with this Wrike template to streamline processes, increase alignment, and reduce friction, so sales and account managers can focus on winning deals.

Accelerate Sales Excellence

Sales operations managers enable sales teams to become more productive and effective by defining and managing a strategic selling system that supports sales and revenue acceleration. 

Wrike empowers sales operations teams to standardize, optimize, and automate sales workflows. Sales operations managers can simplify processes so that sales and account managers can spend more time on engaging with leads and closing sales opportunities. By implementing best practices, breaking down silos, and reducing friction, sales teams can achieve and scale operational efficiency as the sales force and deals expand. 

With Wrike’s sales operations template, you can quickly optimize processes and prioritize and manage requests — including creating reports, troubleshooting issues, and managing CRM data. You can also plan and execute initiatives, monitor operation flows, and share real-time progress to help your sales team achieve revenue targets. Imagine having a more streamlined way to manage sales leads, ensuring timely distribution to sellers for immediate outreach that results in successful deals!

Why you need this template

Requests are missing key details

Requests are missing key details

Launch a dynamic request form in Wrike that collects all the relevant information you need to begin your project and auto-assigns ownership to the appropriate team member based on the request.

It’s difficult to plan, prioritize, and balance workloads

It’s difficult to plan, prioritize, and balance workloads

Wrike’s dynamic work intake forms provide a clear way to prioritize and manage incoming requests. Dashboards make it easy to check the pulse of all your projects at a glance, with full visibility into what team members are working on at any given time.

Tracking and reporting progress can be tedious

Tracking and reporting progress can be tedious

Identify dependencies and project milestones with Gantt charts. Increase team visibility and share progress and success with visual reports and dashboards. With complete transparency into status and workflow — nothing slips through the cracks and team accomplishments are easily highlighted.

Ready to try this template in Wrike?

Ready to try this template in Wrike?

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Ready to try this template in Wrike?