Sales Process Template
Provide your seller's context by editing the cards and columns on this template to reflect your sales process from prospecting to hand-off.
Tools and insights to help you:
- Provide context to your sales process
- On-board new reps to your organizations sales process
- Centralize collateral for the corresponding steps in your sales process
Start with this template to create your workspace.
Make the cards yours by adding your micro-content.
Invite your team and start benefiting from your masterpiece!
"We actually pull up different cards during our sessions, and our reps talk about what they’ve learned, they ask clarifying questions, and then we modify cards as we go so that current best practices are captured and immediately available to all. Reps add content that they want to refer to in the future, because of how easy Kiite is to use."
"Being able to create playbooks and add several dimensions to the content while making it EASIER to navigate is amazing. The constraints of a spreadsheet have been lifted, and you don't have some of the ridiculous attributes of [other tools] that make them a nightmare."