Sales | RFP Seller

Manage efficiently your deals with a dedicated Powell Teams template.

RFP_2x.png

Template settings

The following settings will be imported when you will create your template:

  • Channels & tabs:
    • General
    • 1 πŸ™ Customer content - all content shared but the customer
    • 2 πŸ“† Planning
    • 3 πŸ›  Technical review
    • 4 πŸ’² Commercial discussion
    • 5 ☒ Competitors
    • 6 🧾 Proposal and legal
  • Privacy: Private
  • Classification: HBI
  • Minimum number of owners: 2
  • Guest allowed: No
As an advice, we recommand to complete the template with the following additional configurations on your side: learn more on how to update a gallery template
  • Tabs you can add
    • General: a SharePoint to display the sales department intranet page
    • 1 πŸ™ Customer content - all content shared but the customer: a website to display the public website of the company and a OneNote to keep the customer meeting notes
    • 2 πŸ“† Planning: a Planner to organize and schedule the RFP process
    • 3 πŸ›  Technical review: a SharePoint page to centralize all the technical documentation that could be userfull for the RFP, a PowerPoint or website to have the product roadmap available in the channel
    • 4 πŸ’² Commercial discussion: a Dynamics 365 page to have the access to the deal page in 1 click
    • 6 🧾 Proposal and legal: a SharePoint page to display the legal and pricing document and ressources
  • Naming convention exemple: πŸ† RFP πŸ† | Location | [Team name]
  • Profile exemple: Sales team
  • Tags you can add: Location (choice), Business (choice), Product (choice)
Was this article helpful?
0 out of 0 found this helpful