Sales service management template
Manage, track, and report on sales requests from quote support to contract reviews.
best for
Sales
key features
Help desk
Manage requests
Resolve incidents
What is a sales service management template?
This template provides sales teams with a central place to quickly triage and respond to requests for support, reviews, or approvals needed to keep deals running smoothly. Customized request types and form templates collect the information you need, and workflows help you stay on top of progress.
What does the sales service management template include?
Customer portal
Create a service portal with customizable request types and workflows to meet your sales team’s needs.
Sales request types
Use editable request types for common sales requests or create your own that are specific to your team’s services.
Workflows for sales
Utilize a library of workflow templates, including customer issue escalation, pricing requests with approval, and sales proposal.
Knowledge base
Provide answers to common sales questions using a self-service portal. Leverage a knowledge base that surfaces relevant articles to deflect requests.
Collaborate with ease
Make it easy for employees to submit sales support requests, and for your team to manage them in one central location. Use comments, statuses, and notifications to share updates and collaborate on requests in real-time.
Smooth workflows
Use workflows to provide transparency of progress, and queues to help organize requests by priority and see what others are working on. Customize how you receive incoming requests from email, chat tools, and request portals to suit how your team likes to work.
Secure sharing
Enable your sales team to share information and manage sensitive requests in a secure space. Protect the privacy of your external customers and prospects mentioned in requests by using permissions to manage who can find, view, and comment on them.
How to get started with the sales service management template
This template uses Jira Service Management to manage, track, and report on sales requests - from quote support to contract reviews.
