Geekbot templates shorten the time it takes to build customizable workflows for automated, recurring, or ad-hoc communication and task workflows. The Sales Report template helps you stay in sync with your sales team, even when working remotely.
The Sales Report template provides a structured format for team members to share their progress, challenges, and plans for the day. Configure the workflow settings, such as the schedule, the participating team members, and the public or private channel in which Geekbot will broadcast updates. This is a scheduled (or on-demand if you prefer) report that helps the team members answer prompts such as How many meetings did you setup today?, How many new leads did you create today?, or Anything blocking your progress?.
Geekbot templates are pre-built workflows based on best practices, helping you get set up in seconds. Sales Report lets your team easily report on sales goals and progress while helping you track your team’s performance.
Yes, you can track your team’s engagement. Geekbot can post an engagement summary showing team participation (as well as nudge any team member who’s yet to report). Updates include who’s associated with the standup, whether someone is OOO or offline, the participation percentage, and a little motivation. Learn how to post an engagement summary.Read more here
Yes, find out how to schedule an email summary here
To access the Sales Report template on Slack or Microsoft Teams, log in to your Geekbot account and click the + New Workflow button. Then, select the Sales Report template from the available options. The workflow will always trigger automatically on the schedule you provided or you can manually trigger it directly inside Slack or MS Teams by typing report.
The template is free to use for anyone in the Free or Paid plans.