Departmental Solutions

Quick Start Template for Complex Sales

The Challenge

Track and manage large complex multi-faceted deals.  Often following a sales methodology which requires acquisition of a wide variety of information on stakeholders, requirements, competitors and timescales.

Solution

  • Dashboard to provide visibility of deals
  • Automations to track and management key tasks and milestones
  • Boards to hold and share information amongst team members
  • Templates to ensure correct methodology is followed

Impact

  • Increased sales through greater knowledge
  • Consistent selling approach 
  • Visibility of potential threats to deal success
  • Enables collaborative selling approach 
Complex sales

Operations

Agile Project Management

Perfect for Agile Methodology. The Roadmap hosts upcoming initiatives where you can plan and keep track of all high level milestones.

Timesheets and Approvals

Streamline the timesheet input and approval process providing Clients full transparency of work done

Marketing

Campaign Planning and Execution

HR & Wellness

Quick Start Template for Employee Satisfaction

The Challenge

To maintain and review the levels of employee satisfaction and to provide individual, departmental and organisational reporting to ensure key areas can be addressed. 

Solution

  • Form to capture responses across key areas
  • Automations to identify and notify others if areas of concern highlighted and need to be escalated
  • Dashboards to visualise satisfaction levels 

Impact

  • Higher levels of motivation
  • More focused training and development
  • Greater staff retention
Complex sales

360 Appraisal

Manage a 360 view of your staff’s satisfaction comparing results from managers and subordinates to identify areas of concern

Objective Setting & Delegation

Use this template to streamline your delegation process ensuring the right jobs are done by the right people inline with strategic and departmental goals

Corporate Wellness

With the ever increasing demand for Wellness initatives in the work place,  this template will help you be aware of the well-being of your staff.

Timesheets and Approvals

Streamline the timesheet input and approval process providing Clients full transparency of work done