Deal desks, territory plans, commission, pipeline hygiene and partner referrals. The operational tools a CRM never quite covers.
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7 guides, 42 prompts.
Route discount requests by depth and deal size, give approvers the context to decide in minutes, and keep a record of every exception granted. Prompts to build it, and what it takes to run it.
6 prompts
Find the opportunities distorting your forecast, name who owns each fix, and make hygiene a short weekly list rather than a quarterly clean-up. Prompts to build it, and what it takes to run it.
6 prompts
Split accounts into territories, load quota against them, and see the coverage and fairness of a plan before you commit to it. Prompts to build it, and what it takes to run it.
6 prompts
Calculate commission from the plan rather than from a spreadsheet nobody can audit, show every rep how their number was reached, and handle the disputes as data. Prompts to build it, and what it takes to run it.
6 prompts
Register referrals, protect them for a defined window, show partners the status of their own deals, and calculate what you owe. Prompts to build it, and what it takes to run it.
6 prompts
Contacts, organisations, interactions and a small pipeline, for the teams whose relationships do not belong in the sales CRM. Prompts to build it, and what it takes to run it.
6 prompts
Assemble what you already know about an account, add what is public, and keep the result so the next person does not start from nothing. Prompts to build it, and what it takes to run it.
6 prompts
Deploy what your teams build, put SSO in front of it, connect it with managed credentials, and give every app a named owner.
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