About this template

Sales Team Onboarding CRM Template accelerates rep ramp-up with structured training. Track progress, identify gaps, and ensure new hires are deal-ready faster.

What’s included

Boards

Accounts Board - This board is designed to organize and track all relevant information about the companies your sales team interacts with. It includes columns for Name, Domain, Contacts, Deals, Industry, Description, Number of employees, Headquarters location, and Company profile. By consolidating all these details in one place, the Accounts board helps manage workflow stages by providing a comprehensive overview of each company, their key contacts, and ongoing deals. It connects different aspects of the sales process by linking company contacts and associated deals, ensuring your team has all the necessary information to effectively manage accounts.
Leads Board - The Leads board is essential for tracking the status and progress of potential clients. With columns for Name, Status, Create a contact, Company, Title, Email, Phone, Last interaction, and Active sequences, this board helps manage the workflow stages from initial contact to conversion. It organizes all lead information, allowing the sales team to quickly identify high-priority leads and follow up on recent interactions. This board ensures that leads are effectively nurtured and moved through the sales funnel.
Contacts Board - The Contacts board centralizes all personal information about the individuals your team is engaging with. Columns include Name, Email, Accounts, Deals, Deals value, Phone, Title, Type, Priority, Comments, Company, and Activities. This board helps manage workflow stages by providing detailed contact profiles that link to relevant accounts and deals. It allows the sales team to prioritize and track interactions with key contacts, ensuring that all communication is logged and visible to everyone involved in the sales process.
Deals Board - The Deals board is crucial for tracking the progress and status of each sales opportunity. With columns for Name, Stage, Owner, Deal Value, Contacts, Accounts, Expected Close Date, Close Probability, Forecast Value, Last interaction, and Quotes & Invoices, this board helps manage workflow stages from initial proposal to closing. It organizes all deal-related information and connects different aspects of the process by linking deals to accounts and contacts. The Deals board provides forecasts and probabilities, enabling the sales team to prioritize efforts and maximize their chances of closing deals effectively.

Dashboards & Reports

Annual Target - This dashboard helps the sales team understand the long-term goals and track progress toward meeting annual sales targets, providing a clear overview of the overall performance.
Monthly Target - It breaks down the annual targets into monthly objectives, allowing the team to focus on short-term goals and measure monthly performance, which is crucial for new team members to stay on track.
Average Deal Value - This dashboard helps the sales team understand the value of each deal and set benchmarks for new team members, aiding them in identifying high-value opportunities.
Active deals - Forecasted Revenue - It shows the potential revenue from active deals, helping new team members prioritize and focus on deals that are likely to close soon.
Deal status distribution - This dashboard provides insights into the current status of all deals, helping new team members understand where deals are in the sales pipeline and identify any bottlenecks.
Actual Revenue by Month (Deals won) - It tracks the actual revenue generated from deals won each month, providing performance metrics to measure success and motivate new team members.
Pipeline conversion - This dashboard shows the conversion rates at different stages of the sales pipeline, helping identify areas where new team members can improve.
Activity tracker - It monitors the activities of the sales team, providing insights into their engagement and productivity, which is essential for onboarding managers to ensure new team members are active.
Forecasted Revenue by month - It predicts revenue month-by-month, allowing new team members to understand future expectations and adjust their strategies accordingly.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by sales stages, helping new team members focus on advancing deals through the pipeline efficiently.
Deals Stages by Rep - It shows the progress of deals attributed to each sales rep, enabling managers to track the performance of new team members and provide targeted support.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on the month they were added, helping new team members understand the timeline and pace of deal closures.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that new team members are promptly informed about incoming emails, keeping them engaged and responsive to potential leads.
When an email is opened → Notify item subscribers with a message - It helps new team members know when their emails are being read, allowing them to follow up at the right time and increase engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation simplifies the process of adding new contacts, ensuring that new team members keep their contact lists organized and up-to-date.
When a lead is created → Set its status to 'New Lead' - Automatically updating the status of new leads helps new team members quickly identify and prioritize fresh opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - It ensures that the 'Last interaction' date is always accurate, helping new team members keep track of their engagements and follow-ups efficiently.

Frequently asked questions

How can this template help me onboard new sales reps efficiently?

This template provides a structured onboarding process with predefined tasks and timelines, ensuring new sales reps understand their responsibilities and expectations from day one. It includes training modules, progress tracking, and performance metrics to help you monitor their development.

What features does this sales onboarding template include for training new hires?

The template includes features like training schedules, task assignments, goal tracking, and feedback sections. It also offers resource links for training materials and quizzes to assess knowledge retention.

How can I track the performance of new sales team members using this template?

You can track performance through detailed progress reports, KPI dashboards, and regular check-ins. This template allows you to set and monitor sales targets, training completion rates, and individual performance metrics.

What are common mistakes to avoid when using a sales team onboarding template?

Common mistakes include not customizing the template to fit your company's specific processes, neglecting to set clear expectations, and failing to provide regular feedback. Ensure you tailor the template to your needs and maintain consistent communication with new hires.

Can this template help me set realistic sales goals for new hires?

Yes, the template includes goal-setting features that allow you to establish realistic and achievable sales targets based on historical data and market conditions. It helps you align new hires' objectives with overall team and company goals.

What are the best practices for using this template to onboard a remote sales team?

For remote onboarding, ensure you utilize the communication and collaboration tools within the template, schedule regular virtual check-ins, and provide clear and accessible training materials. Consistent monitoring and feedback are crucial for remote team success.

How can this template help scale the onboarding process as my sales team grows?

The template is designed to be scalable, allowing you to add new hires and customize onboarding plans as your team grows. It supports multiple users and integrates with other tools to streamline the onboarding process and maintain consistency across the team.

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