Sales Operations | Wrike Templates for Project Management

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!

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

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

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.

<p>Ready to try this template in Wrike?</p>

Install in existing account

How do I set up the template if I’m an existing user?

You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.

Click the ‘+’ button in the upper-right corner of your workspace.
Select ‘Space’.
On the page that opens, hover over the use case you want and click ‘Preview’. You can use the search bar above the list to look for the required template.
Now, you can see more information about the use case. Click ‘Select’ to create a space.

You can add this template to an existing space.

Are there any prerequisites to install the template?

Yes, there are.

To use this template, you need to have at least the Business plan or up. Check our plans here.
This template is available only to account owners. Check your role in your account.
To use this template, you need the following features available in your account: projects, folders, tasks, dashboards, request forms.
This template is available in English only.

Why can’t I find this template in my account?

Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the template, feel free to reach out to the Wrike support team.

Sales Operations Template

Accelerate Sales Excellence

Why you need this template

Requests are missing key details

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

Tracking and reporting progress can be tedious

Ready to try this template in Wrike?

How to install this template in your account

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