Manage your leads and win clients! Work more efficiently by using KanBo Sales pipeline template for Enterprise.

Sales Pipeline Template it’s an easy-to-use, visual, and organized way to track leads and prospects from the first contact to sign a contract.

Get a top 360-degree helicopter view of leads in your sales pipeline. Track in real-time the progress of current leads and deals with KanBo’s Sales Pipeline Template for Enterprise.

Empower your sales team with a complete overview of the Sales Pipeline and all its stages in one unified platform on any device.

Track open deals performance with analytics.

KanBo Sales Pipeline Template for Enterprise offers Kanban approach for the Sales Team. Now the Sales Team can work in an Agile way.

Plan, coordinate and execute sales activities using KanBo Sales Pipeline Template for Enterprise.

Download Template

You will need KanBo to use this template.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

You can also see this template in action by accessing our Sandbox demonstration environment now.

KanBo template Board - Sales pipeline

Key usage points for Sales Pipeline Template:  

  • Sales pipeline template with Predefined sales stages
  • Opportunities or Lead progress tracking with Kanban view
  • NEW! Opportunity or Lead responsible person and coworkers
  • Manage Meetings with Timeline and Outlook calendar integration
  • Drag and drop deals into the next stage when you’re ready
  • For Big Deals – Gantt chart and date dependencies
  • Work Real Time with Incoming emails from Prospects
  • Contextual search
  • KanBo Sales pipeline template for Enterprise is available on any device 24/7

How to work with KanBo Sales pipeline template for Enterprise?  

  1. Add a Sales pipeline template. Choose a template from KanBo ready-to-use templates gallery.
  2. Add the sales team as a user to a Sales pipeline template.
  3. Add your action items. Create KanBo Cards with Leads and Opportunities.
  4. Start. Assign team members to each Lead, Opportunity, and monitor your team sales progress at every stage.
  5. Monitoring and support for the sales team. In KanBo Sales pipeline template for Enterprise, information are always in real-time. It’s the most powerful opportunity to improve sales effectively every day and every stage.

FAQ

1. What are the benefits of using the Sales Pipeline Template?

Simple tracking Leads and Opportunities. Flexible many views for a better understanding of the sales process. Real-Time teamwork with context communication – information is secure and in place.

2. When to use a KanBo sales pipeline template for enterprise?

Start using KanBo Sales Pipeline Template for Enterprise at any time. Every moment is good when you want to improve your sales results or improve your Sales Department. When you want to optimize communication and flow of information not only in the Sales Department but also in the communication between the departments – the moment of introducing a working tool such as KanBo Sales Pipeline Template for Enterprise will be an important event for the whole company.

3. Which are Sales Pipeline Team Management Best Practices?

Here are some best practices for Sales Pipeline Team Management.

Collaboration – connect information from many departments eg. Marketing, Finance, Manufacturing and show them for C-Level Management. This is a huge outcom for sales.

Agile Working Culture – work with Agile principles, give freedom and responsibility.

Fast Decisions – Sales teams need a framework to make decisions fast, get work done and continuously improve.

Working Remotely – Enterprises and sales teams are transforming work practices to empower employees and encourage remote work processes.

3 most powerful features in Sales Pipeline

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If you really want to discover this template, choose from the options below:

A.

Just download it and use the Add Template from file feature in KanBo. Then add a new board based on the recently uploaded template.

B.

You can also see this template in action by accessing our Sandbox demonstration environment now.