Sales and Marketing Templates

The application templates designed for the Sales and Marketing departments allow you to customize your SharePoint site or sub-site with various tasks in mind. Whether you need assistance tracking sales leads, marketing campaigns or even contacts, these application templates can help put you on the right track. Further customization can allow you to tailor the application to fit within the needs of your team or business.

Contacts Management

The Contacts Management application template helps teams manage contact information that needs to be shared among team members. The application template allows teams to enter contact information through a web based interface or through Outlook 2007. When used in conjunction with Outlook 2007, team members can ‘subscribe’ to receive updated contract information whenever other users make changes to a contact.

Event Planning

The Event Planning application template helps teams organize events efficiently through the use online registration, schedules, communication and feedback. Role based dashboards offer specific information for various event members such as speaker, guest, staff, vendor, and delegate and attendee home pages.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

Integrated Marketing Campaign Tracking

The Integrated Marketing Campaign Tracking application template helps marketing managers track the implementation and success of outbound marketing activities. The template allows a manager to create marketing activities and track the results of those activities, such as responses generated and sales completed. The template contains multiple methods of analyzing the success of the campaigns including automated calculations and Office Excel 2007 templates for more detailed analyses.

This template is available in English only.

Product and Marketing Requirements Planning

The Product and Marketing Requirements Planning application template enables teams to manage the process of collecting and documenting requirements for new products. The site provides several Microsoft Office 2007 templates providing useful techniques for Marketing, Product and Steering committee actions as well as a template for meeting notes and financial information.

This template is available in English only.

Sales Lead Pipeline

The Sales Lead Pipeline application template helps teams manage the sales pipeline by tracking leads, opportunities, contacts, and accounts. Through role-based dashboards, team members can track sales information, assign open opportunities and gain visibility into the status of overall leads entered into the application template.

To view this sample site with read-only access, please enter the username demo@mysharepoint.org with password testing when prompted.

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