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Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.

Results for “Sales”

Template Generator


Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.

Sales for Digital Marketing Services


A comprehensive workflow for digital marketing services sales, visible to all stakeholders.

Sales Lead Qualification


A business process aimed at identifying the best business opportunities to boost revenue through the optimization of the sales process using Pneumatic tools.

Sales Pipeline


The Sales Pipeline is a critical tool in any organization, designed to visualize the inflow of business, track deals at different stages, and facilitate personalized customer interactions to advance prospects through the sales cycle.

Sales Pitch


Use Pneumatic sales pitch template to connect your product with potential buyers and convince them to purchase your offer.

Sales Promotion Management


A systematic approach to monitor and increase sales through promotion strategies.

Sales Prospecting Plan


A comprehensive plan for managing and tracking prospects' statuses, visualizing each stage of their journey, and connecting your prospecting process to the Sales Pipeline to deliver qualified leads to your team.

Sales Quotation


The Sales Quotation process is a critical operation that begins when a potential buyer shows interest in your products or services and requests a quote. It involves providing an itemized list of offerings, along with their prices, payment terms, and delivery details.

Sales Team Resources CRM


A structured process for managing and tracking the progress of a sales team and the effective use of company's resources.

B2B Sales


The idea behind the B2B sales SOP is to collect as much information as possible about the prospect to make them a highly personalized offer and reduce the need for negotiation.

Customer Retention


The customer retention process is aimed at engaging with existing customers with a view to maximize customer loyalty and keep them buying your product or service.

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Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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