Experience the future of Sales with Vabro–a platform designed for modern, efficient Sales.
Tailored for teams of all sizes.
Skip the hassle of building processes from scratch! With Vabro Genie AI, our templates are crafted by product management experts to streamline every phase of your product lifecycle:
To visualize workflows seamlessly.
To streamline task assignment and tracking.
To focus on critical tasks or issues.Estimates,
To organize tasks in an efficient way.
To manage critical issues with precision. Collaboration, Forms To gather information effortlessly.
These Templates include sample Goals/Objectives and Key Results, helping align teams with overall Organizational Goals/Objectives. Use them as-is or customize them to suit your team's needs.
Top 5 Workflow Templates for Sales Needs
Get a jump-start with pre-built templates, specifically tailored for:
Simplify Project Setup with Vabro Genie AI!
Crafted with expert insights, our Sales templates come fully equipped with:
Break down work into manageable components for operational excellence.
Visualize progress effectively in dynamic operational environments.
Organize and track operational activities with precision.
Plan schedules and resource allocations accurately.
Ensure that operational workflows align with organizational priorities seamlessly.
Whether you use them as-is or customize them to fit your needs, Vabro Templates make getting work done easier.
Top 3 Sales Project Templates to Start Right Away
Start fast with ready-to-use templates designed for:
Sales CRM
Implementation
Sales Pipeline
Automation
Sales Analytics &
Reporting
Dashboards
No more messy or confusing set up for teams! Vabro simplifies the process of personnel onboarding with predefined roles tailored to various functions. These roles ensure everyone knows their responsibilities from the start, enabling teams to work efficiently and effectively.
Plan
Are you struggling to provide clear direction, align teams, and track progress toward achieving strategy Goals within your company? With Vabro, you can define and manage your organization’s hierarchy, set Objectives, and track Key Results to ensure that all Sales work is organized, planned and managed efficiently.
Set High-level Objectives (OKRs such as "Reduce response time by 25% in Q2" to align teams and ensure everyone contributes to achieving the Objective.
Break down Objectives (OKRs) into actionable Key Results for measurable progress and team alignment.
Analyze and Monitor Key Results, such as ‘Ticket Resolution Rates and Escalation Trends’ directly within Vabro.
Vabro Genie AI, an Artificial Intelligence engine of Vabro which is used extensively throughout the platform, and across all Vabro Subscriptions. Vabro Genie AI boosts team productivity by suggesting improvement opportunities, enhancing collaboration, minimizing unnecessary documentation, and much more.
AI-driven configurations can be utilized to set up Workspaces effortlessly.
Pre-built templates for ticket resolution, complaint management, Client feedback and many more can be used to
utilize personnel time effectively.
AI can be used to instantly replicate entire Projects, Workflows, User Stories, Task Groups, or Tasks, saving time
while maintaining consistency.
AI can be leveraged to generate detailed User Stories tailored to your Sales needs, ensuring clarity and
actionable insights for your team.
Vabro Genie generates relevant Task Groups and Tasks with all the essential details.
Automatically set Priorities, Acceptance Criteria, and Categories to keep Tasks organized.
Simplify approvals with AI-generated reasons and descriptions for approval or rejection.
Unlock actionable insights with AI-driven analytics, providing detailed performance reports and real-time metrics to optimize
Sales workflows and enhance decision-making.
Vabro Forms enables Sales Teams to gather inputs from external Clients and teams from other Workspaces/Solutions inside your company.
Is your team still using traditional communication methods across teams? Upgrade to Vabro for modern, streamlined collaboration and efficiency with customizable forms. This will enable you to:
No more complex and disorganized setups—streamline your escalations seamlessly with Vabro. Is your Sales team still using outdated communication methods? Struggling to track escalations effectively? Switch to Vabro to assign escalations across teams and levels, ensuring nothing is missed and resolutions are timely.
Visualise
Vabro's Sales Solution offers powerful views to enhance visualization, planning, and execution. Some of the views are:
Never miss a deadline! Track marketing campaign schedules, content launches, and promotional events on a clean, color-coded
calendar—perfect for time-sensitive marketing Tasks!
Drag, drop, and track with ease—organize marketing Tasks, campaigns, and deadlines for seamless project tracking and reporting.
Stay agile and keep your team focused!
Visualize marketing Tasks flowing smoothly from “To-Do” to “Done”—Kanban-style! Perfect for managing various stages of your
campaigns, from planning to execution.
Stay on track, hit key campaign milestones, and align your team with ease, ensuring deadlines and objectives are met.
Analyse & improve
Transform your Marketing operations with actionable insights. Vabro offers robust analytics to help you measure and optimize your team’s performance.
Popular Reports
Track SLA compliance, Lead Time, Cycle Time, WIP Aging, and Throughput to identify bottlenecks, boost efficiency, and enhance client satisfaction.
Task Reports for
Detailed Insights
Dive deeper into individual Task performance with Task Summary and Detailed Task Reports. Track resolution times, monitor deadlines... more
Task Reports for Detailed Insights
Dive deeper into individual Task performance with Task Summary and Detailed Task Reports. Track resolution times, monitor deadlines, and pinpoint areas for improvement to streamline your processes. Less
Form Reports for
Customer Trends:
Analyze Sales inquiries, ticket trends, and resolution rates in real time with Form Reports. These insights help you prioritize key areas, boost...more
Form Reports for
Customer Trends:
Analyze Sales inquiries, ticket trends, and resolution rates in real time with Form Reports. These insights help you prioritize key areas, boost satisfaction, and proactively address recurring issues. Less
Comprehensive Performance Reports
Gain insights with Lead Time, Cycle Time, WIP Aging, and SLA Compliance Reports. Track aging Tasks, monitor SLA adherence, and identify bottlenecks to ensure timely resolutions and smoother Workflows.
Advanced Filters
Vabro’s Advanced Filters let you sort reports by Relevance, Task Group, Status, Assignee, Team, Board, and more, offering a comprehensive filter for quick, actionable insights that no other tool offers.
Vabro offers multiple additional features to improve productivity and increase Return on Investment (ROI) for Legal Teams.
Manage roles, permissions, and invitations to ensure smooth operations.
Enables accurate effort Estimation in a gamified manner with real-time team collaboration for Agile Projects.
Connect Vabro with your favorite tools for a seamless Workflow experience.
Automate repetitive Tasks to save time and reduce manual effort.
Monitor time spent on Tasks to improve efficiency and meet SLAs.
Link User Stories and Tasks in Vabro to establish clear dependencies, ensuring seamless Workflow progression and timely delivery.
Stay informed about Project or Workflow progress as a spectator without actively participating.
Communicate with team members in real-time for faster issue resolution.
Our customer satisfaction scores have skyrocketed since switching to Vabro. It’s the perfect tool for organizing and prioritizing our Customer Support workflows