Work OS
•
10-40 employees
Core Sales
Built for small and medium businesses, this ready-to-deploy package puts your entire Sales function on auto-pilot, with best-practice deal management and CRM hygiene automations.
What's Included:
Transform your sales operations from chaotic to crystal-clear with our comprehensive Sales Operating System. Designed to keep your CRM pristine and your pipeline moving.
🏆 Sales Pipeline Management
Deal tracking from lead to close
Automated pipeline stage progression
Intelligent lead scoring
Sales forecasting
Opportunity health tracking
📄 Ready-to-Use Templates
Sales call scripts
Meeting follow-up templates
Proposal frameworks
Contract templates
Customer qualification checklists
Deal review documents
⚡ Smart Automations
Lead qualification routing
Follow-up reminders
Meeting scheduling
Proposal deadline tracking
Sales activity logging
Deal stage transition alerts
📅 Built-in Scheduling
Weekly pipeline reviews
Quarterly sales strategy sessions
Sales coaching meetings
Customer touchpoint tracking
Performance evaluation
🔄 Workflows That Work
Lead capture and routing
Opportunity qualification
Proposal creation and approval
Contract negotiation
Customer onboarding
Account management
📊 Complete Visibility
Real-time sales dashboards
Conversion rate analysis
Sales velocity metrics
Individual and team performance tracking
Win/loss ratio insights
🤝 Collaboration Tools
Internal deal collaboration
Communication tracking
Stakeholder updates
Cross-team handoff management
🎓 Sales Enablement
Sales methodology frameworks
Best practice playbooks
Training and coaching resources
Performance improvement guides
Turn your sales team into a predictable revenue generation machine. Install Core Sales OS and transform how you track, manage, and close deals.
Tags
What's Included
Automated Workflows
18
Process & Procedures
12
Dashboards
4
Recurring Schedules
6
Automated Rules
15
Fields & Formulas
8
Templates
20
Installs
The following packages will also be installed.
Tasks
Work Model
Meetings
Work Model
Deals
Work Model
Contacts & Companies
Work Model
Notes
Work Model
Workflow
Work Model
About this creator
Traction Pty. Ltd.
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