Sales Operations Template
Increase sales productivity with this Wrike template to streamline processes, increase alignment, and reduce friction, so sales and account managers can focus on winning deals.
Requests are missing key details
Launch a dynamic request form in Wrike that collects all the relevant information you need to begin your project and auto-assigns ownership to the appropriate team member based on the request.
It’s difficult to plan, prioritize, and balance workloads
Wrike’s dynamic work intake forms provide a clear way to prioritize and manage incoming requests. Dashboards make it easy to check the pulse of all your projects at a glance, with full visibility into what team members are working on at any given time.
Tracking and reporting progress can be tedious
Identify dependencies and project milestones with Gantt charts. Increase team visibility and share progress and success with visual reports and dashboards. With complete transparency into status and workflow — nothing slips through the cracks and team accomplishments are easily highlighted.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Sales Operations” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Sales Operations“ template, feel free to reach out to the Wrike support team.
