[Use Case Templates] Sales Operations 💰

Hi there 👋

We love seeing your discussions around our Use Case Templates 🤗 We have plenty more templates to speak about, and today, we’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. 

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. 

Accessing Wrike’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 you’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 😊

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.

Let’s take a deeper dive into what’s available in this template.

1) The folder called “0. Set up your sales operations process” is there to get you started with organizing a sales operations flow. There, you’ll be able to get instructions on how to get going. 

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

access sample request forms by clicking on the green “+” 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 space’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. 

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 “2. Manage sales operations projects” folder. 

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 👇

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