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​Sales Department Templates

Templates for Microsoft SharePoint 2010 Standard | Enterprise


Competitive Analysis Site

The Competitive Analysis Site (CAS) application template for Microsoft SharePoint 2010 Standard | Enterprise helps teams organize and structure the work done to analyze competitors, their products and their services.  The site contains several useful techniques, including an industry calendar, links to product news and competitor’s websites and documents with templates of common competitive analysis techniques.  The site’s calendar functionality also allows users to automatically create event specific ‘sub-sites’ to manage meeting objectives, track attendees, capture notes and assign action items.  As with most Windows SharePoint Online based sites, the Competitive Analysis Site integrates with the 2010 Microsoft Office system with features such as automated alerts, RSS feeds and synchronization of Calendar items.  This site also includes a web-part to capture XML-based product and industry news feeds from external sites.


Sales Lead Pipeline

The Sales Lead Pipeline (SLP) application template for Microsoft SharePoint 2010 Standard | Enterprise helps sales teams track the status of sales leads, opportunities and closed or lost deals.  The site enables sales representatives to enter in information about a lead, including source, deal size and probability to close.  If the lead proceeds to be worthwhile, the sales representative can convert it to an opportunity, which enables them to enter additional information about the potential customer such as next steps, competitors, key product enhancements desires and close date. If the Opportunity closes positively it becomes an Account with the ability to create more Opportunities back into the system.


Inventory Tracking System

The Inventory Tracking System (ITS) application template for Microsoft SharePoint 2010 Standard | Enterprise helps organizations track inventory levels by capturing manual input of sales and new inventory purchases from suppliers.  The template enables users to track the cost and sales value of each inventory item separately as well as categorizes each inventory item into user specified groupings.  Through a main dashboard, users are provided easy to user transaction forms such as ‘log a sale’ and ‘create an order’.  The dashboard also lists low inventory and which items need to be reordered through a supplier as well as the day’s sales so far.