Everyone can easily contribute to the table within the limits of the rights allocated to them. RowShare can streamline processes and help to gain productivity and efficiency, boosting motivation in your teams.
Thanks to its ease of use and the types of columns that guide the entries, people can directly contribute to the pipeline, seize opportunities, and update them in real time.
Create a table with key information pertaining to the “client,” then a table with one-off information for the mission that will be linked to the “client” table. Generate your contract with the template and the variables in the table.
Create a document base
You can combine files related to clients, your NDAs, contracts, service orders, plus information pertaining to them such as articles of incorporation (sent and signed), contract end dates, reminder dates, or even comments.
Automatize lead follow-ups
Thanks to Zapier, which helps to integrate RowShare into Office 365 or Gmail, every email receives can be automatically entered into a lead follow-up table with an automatic reminder date.
Discover All Tables for Sales:
Set targets and measure the goal attainment.
Easily track and qualify new leads.
Record your professional appointments and useful information for comprehensive meeting tracking.
Create a contact list and automatically generate visitor’s passes in vCard format.
Gather sales and cost information. Measure and compare expected and actual Margin.
Present your opportunities better in a table that allows you to include all relevant information.
Sales Commission Calculation
Automate the calculation of account manager’s incentive!
Sales Forecast Tracker
Allow Sales reps to input their forecast and track attainment.
In this post, we gathered 21 out-of-the-box tips from sales coaches, business leaders, influencers and thought leaders from all over on how to deal with the different challenges that sales professionals face on the daily.
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