Sales Mate

Why did I create this template?

I initially created this template for a friend, who founded an IT development shop to help him manage his sales pipeline.

What's inside the template?

• Thought out lead database with battle tested parameters
• Business view on probability adjusted pipeline value
• Action-based view with visibility on next steps and days since last contact for each lead
• Adjustable commissions for your network of affiliates and an overview of payable commissions
• Visual calendar to track follow-ups

How to use the template?

Simply start tracking your deals and leads in the main CRM and your sales organization (deal owners or affiliates) in the nested database for people management. Adjust as necessary, but the template comes with best practice paramaters for you to take advantage of and is ready to go.

What are the benefits of the template?

For any service-based small business or freelancer, this is a simple but powerful tool to manage the sales process and sales cycle.