Hubspot has created three new templates to help people manage their pipeline, forecast sales and visualize their sales funnel.
The templates are intended to make salespeople more productive and allow marketers to check in on the progress of their sales team. By going to the HubSpot website, you can now download a Sales Pipeline Template, Sales Forecast Template and a Sales Funnel Template.
End result: the next best thing to a CRM. Check out previews of each below.
Check out the Sales Forecast Template.
Check out the Sales Funnel Template.
A CRM is a perfect tool if people run out of space in the templates or want a better way to track contacts and deals. In addition, HubSpot CRM would offer much better reporting than an Excel template, it allows you to have multiple pipelines, easily work with team members and you don't have to mess around with any Excel formulas. To learn more about how Ambition can help map out your sales pipeline analytics, check out Ambition Forecaster.
Ambition: Sales Performance Accountability Software
Ambition is a sales management platform that syncs every sales organization department, data source, and performance metric on one easy system.
Ambition clarifies and publicizes real-time performance analytics for your entire sales organization. Using a drag-and-drop interface, non-technical sales leaders can build custom scorecards, contests, reports, and TVs.
- FiveStars: Adam Wall. Sr. Manager of Sales Operations .
- Filemaker: Brad Freitag. Vice-President of Worldwide Sales.
- Outreach: Mark Kosoglow. Vice-President of Sales.
- Cell Marque: Lauren Hopson. Director of Sales & Marketing.
- Access America Transport: Ted Alling. Chief Executive Officer.
Watch Product Walkthroughs:
- ChowNow. Led by Vice-President of Sales, Drew Woodcock.
- Outreach. Led by Sales Development Manager, Alex Lynn.
- AMX Logistics. Led by Executive Vice-President ,Jared Moore.
Read Case Studies:
- Clayton Homes: HBR finds triple-digit growth in 3 sales efficiency metrics.
- Coyote Logistics: Monthly revenue per broker grew $525 in 6 months.
- Peek: Monthly sales activity volume grew 142% in 6 months.
- Vorsight: Monthly sales conversations grew 300% in 6 months.
Contact us to learn how Ambition can impact your sales organization today.