FREE TEMPLATES
Sales Tracker
Here is a Bit document that you can interact with and see in it's entirety.
Bit documents are collaborative and fully customizable based on your needs.
What is a Sales Request Tracker Template?
Sales request tracker is a way for everyone in the sales department to see the types of questions and issues have been coming up and the results of those issues. It allows other departments to collaborate and come up with solutions to issues.
Why Sales Request Trackers are Important?
Sales request trackers are an important way of ensuring that everyone is coordinating and working together on resolving issues and understanding how and when to communicate with prospective customers about their inquiries. Having a central tracking document helps to eliminate email chains and chat messages that get buried.
What You Should Include in Sales Request Trackers?
Title
Message to the Team
Part 1: Submit Request
Part 2: Result Tracking
Part 3: Next Steps
Key benefits of Making Your Sales Request Tracker on Bit.ai?
Bit is an collaborative interactive modern document platform that allows you to incorporate smart content inside of your documents. Businesses from across the globe are using Bit for fast beautiful documents.
Here are some of the man benefits of using Bit:
- Collaborate in real-time
- Interlink sales request tracker and other documents
- Create fully responsive documents
- Create private sales dashboard documents only visible to yourself or your team.
- Track engagement on shared sales dashboard documents with publishers, partners, etc.
How to Make Your Sales Request Tracker Interactive?
Recommended power links and files you can add to your Bit document sales request tracker:
- Web links
- PDFs, PowerPoint in Google Drive/OneDrive
- Google Sheets, OneDrive Excel, Airtable
- Social Media posts
- YouTube, Vimeo
- Draw.io, Lucidcharts
