Sales Plan

If you wish for your business to become scalable, profitable and sustainable at a quicker pace, you'll have to start from creating a decent sales plan which will be flexible and intuitive enough for everyone involved in your sales processes to follow.

Infinity's sales plan is suitable for executives, managers, team leaders, experienced salespeople, but also for newcomers to learn everything about sales processes in your business.

With Infinity's Sales Plan template, you'll be available to create an easy-to-follow, yet advanced structure in order to define necessary steps to learn and boost your sales month by month, quarter by quarter, and year by year.

With a combination of a clutter-free structure, customizable fields, and limitless interface, your sales team will always stay in the loop of all the steps necessary to nurture and turn an attracted contact into a satisfied, problem-free and returning customer.

Your loyal and established salespeople will become more motivated to fulfill their daily and weekly responsibilities and never skip a single task regarding communication with either leads or customers.

Newbies will learn the process in no-time and quickly be a part of the well-oiled machine called your Sales Plan.

Having a sales plan, you'll take your business' revenue and profit to the next level!

Client Sales Process

Have you ever wondered why so few agencies can say that they are successful in finding and closing new clients?

Because only two-third of them follow a client sales process!

But with Infinity's Client Sales Process template, you'll have a ready-made flexible pipeline which will help you:

  • Capture new potential clients

  • Qualify and understand potential clients' needs

  • Pique their interest with performing successful audits

  • Turn potential clients into recurring & paid clients

Follow Infinity's Client Sales Process template to find more leads, close more potential clients and boost your business' KPIs in no time!

Client Onboarding

Once you've successfully closed a new client for your agency, you'll need the right approach to prepare everything for the kick-off stage and start bringing results to your clients.

With Infinity's Client onboarding template, you'll have each step of your Client Onboarding Process defined by phases, which clearly define the steps necessary to fulfill the beginning of your cooperation with the client.

Input your client information, upload necessary documentation, create a strategy, define account management, establish communication flow and never worry about missing a single detail about the quality of service you're providing.

Order Tracker

Whether you’re the owner of an e-commerce website or you’re managing an actual physical store, you’ll need to make sure to keep track of the customer orders.

Having a well-organized database of all the orders that go through your store is crucial for keeping tabs on the whole sales process.

With Infinity’s Order Tracker template you’ll be able to streamline the ordering process and keep all the important information in one place.

Track details such as the customer shipping addresses, product models sold, quantity of goods sold, shipping status, total prices of orders, arrival dates, and much more. With the Reference attribute, you’ll also be able to link your order tracker with the product inventory and thus keep all the information about products and sales in one place.

Sales Pipeline

An effective sales pipeline needs to be able to help you and your sales reps keep all the parts of the sales process together and flowing smoothly. 

Our Sales Pipeline template is built to help you do exactly that. It's simple enough so everyone can update it, but complex enough to help you keep track of all the elements of the sales process that you need to track. Of course, you can further adjust and upgrade this template to suit your needs. 

With this template you can account for all the potential clients, important dates in the communication process, you can estimate the values of the contract and note down all important updates that happen along the way. 

The main view of this template is the table (spreadsheet) but you can use different tabs to explore other views and experiment with the customization options that will help you highlight different sets of data and only see what you need to see. 

Sales CRM

If you want your sales process to run like clockwork, you’ll need a tried and true strategy that lets you keep track of all the important aspects.

Infinity’s Sales CRM template will help you make sure that the process runs smoothly every time.

A good sales CRM template needs to account for numerous different details. You’ll need to know who your leads are, what is their status, who is your person of contact, which team member is responsible for each particular lead. Plus you’ll have many other details such as dates, predicted amounts, metrics and so on. All of these elements need to be tied together in one place so your whole sales team can have a clear view of the plan.

Use Infinity’s table to build a transparent and coherent CRM, link related information with references and keep track of important dates in the calendar.