Customer Needs Analysis
Profile your customer’s needs and buying behaviors.
Optimize leads, manage pipelines, and put your customers first with a Smartsheet sales template. With sales tracking and sales lead tracking, your reps are always informed, engaged, and working together.
Select a sales sheet template below to get started.
Track key client contact information and ensure everyone's working with the most up-to-date details.
Ideal for syncing outbound sales calls with mailings, ads, launches, and promotions.
This includes collapsible sections for tracking travel, phone calls, onsite visits, new accounts, and new account value.
Track the performance of multiple sales reps and their monthly activity quotas.
Track progress of multiple sales opportunities, from identification, to close, and follow up, including visual timeline.
Collaborate with sales reps and move your highest probability deals to close.
Collaborate with each of your sales reps to help them reach their individual goals
Track all of the deals in your sales pipeline by size, and collaborate with your reps to close.
Track key info on each opportunity, including rep, estimated deal value, close date, sales stage and status, contact info and next steps.
Track key opportunity info: estimated deal value, close date, probability, sales stage/status, contact info and next steps.