[Use Case Templates] Sales Operations ๐Ÿ’ฐ

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Hi there ๐Ÿ‘‹

We love seeing your discussions around our Use Case Templates ๐Ÿค— We have plenty more templates to speak about, and today, weโ€™d like to introduce the Sales Operations template.

Sales operations help sales teams to become more productive and effective by defining and managing a strategic selling system that supports sales. Wrike can help sales operations teams to standardize, optimize, and automate sales workflows.ย 

With this Use Case template, you can optimize processes and prioritize requests. You can also plan and execute initiatives, monitor operation flows, and share real-time progress to help your sales team achieve revenue targets.ย 

Accessing Wrikeโ€™s Use Case Templates

Just a quick reminder that Use Case templates are available in the Space creation dialogue. To use a template, start creating a Wrike Space how you usually would and youโ€™ll see the option to create this space from a pre-made Wrike Use Case template:

Please note that now not only account owners and admins can use these templates, but also those users who have the right to create spaces ๐Ÿ˜Š

Sales Operations Use Case Template

This template comes with a pre-built structure containing folders, projects, and tasks, as well as useful tools such as a request form and a dashboard.

Letโ€™s take a deeper dive into whatโ€™s available in this template.

1) The folder called โ€œ0. Set up your sales operations processโ€ is there to get you started with organizing a sales operations flow. There, youโ€™ll be able to get instructions on how to get going.ย 

The first step here is to streamline incoming requests. To submit a pre-configured request form,ย ย 

access sample request forms by clicking on the green โ€œ+โ€ button in your top navigation bar and selecting Request > Sales Operations request.

To modify a request form, select Manage forms in the upper right corner of the Request forms page and choose the request form you would like to edit. You can also create a new request form by clicking on +New form.

2) The next step and the next task is to use the following tools to manage, prioritize, and monitor requests:

Dashboards: Click on Dashboards in the Sales Operations spaceโ€™s tool section to view your sample dashboard with pre-configured widgets. Dashboards provide you with visibility into active request details, including status, priority, and assignees. Drag and drop tasks between widgets to change the status of a task in your queue.

Importance: Prioritize tasks by assigning High, Normal, and Low importance settings, and filter by importance level.ย 

Request submissions can be accessed and managed in the 1. Manage sales operations requests folder or by visiting your Dashboard.

3) Take a look at a sample project in 2. Manage sales operations projects folder. Try editing or creating a new project to see how it works. You can use dependencies to define the sequence of tasks in your project. You can also create custom fields to add critical information about your projects.

We also recommend creating a report based on the projects you have in the โ€œ2. Manage sales operations projectsโ€ folder.ย 

ย 

Do you have a Sales Operations team in your organization that could benefit from this use case template? Please comment below if you do, or share your thoughts on how this template could be adjusted to fit a different operations team ๐Ÿ‘‡

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Our Sales Operations team has a very specified custom workflow built in another platform so this wouldn't benefit them however I could see where this could benefit some other areas in our company where we have multiple request. Example: Our Operations team requesting certain reports from our data analytics team. This could possibly be a template they could start with and customize.

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Currently, we're not using these kind of use case templates.

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Thanks for sharing Shelly Erickson ๐Ÿค—

Sebastian Nemetz Are you using other templates?ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Sales aren't using any templates right now. They are simplyย  monitoring project status and milestones. Thanks for sharing! These may be helpful for us in the future.

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This is a good example that I will share with our Sales Enablement team.

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We are still working to get specific teams engaged more in Wrike, Sales being one of the outliers. As we transition off SmartSheets, this will be invaluable to helping them organize data without a lot of the up-front legwork typically necessary. Thank you!

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I'm not in Sales, but I like the idea of utilizing pre-configured request forms to streamline processes.

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Thank you for letting us know your thoughts here, everyone!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I am not in the sales space. But I have passed this onto our sales team.ย 

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We do not use wrike for anything sales (only PM), but seems nice for a team that does.

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I am not on the sales side, but this set up also looks like it could be used for support tickets from clients or from an IT team for help desk requests.ย 

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It is the same way as in most cases: incoming task via request form, generate task / project, put it to specific folders and assignees, work on it.

It seems mostly the same structure, nevertheless I like the use case templates as they give a good starting point for specific topics.

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Thanks, everyone ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We don't have a lot of use cases for sales that specifically fit this - but we do create projects from request forms to tailor the output for the work we complete for our clients.ย 

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