Maximize Sales Potential With Optimized Workflows
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Effortless Sales Tracking and Management Experience the future of Sales with Vabro–a platform designed for modern, efficient Sales.
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No need to start from scratch! Generated by Vabro Genie AI and crafted with input from sales experts, Vabro's comprehensive templates include:
Effortlessly manage task organization and progress
Instant task templates for easy delegation
Track goals and align team performance
Collect and organize information effortlessly
AI-crafted replies to speed up collaboration
Manage tasks with a clear escalation process
These templates include sample goals, objectives, and key results, helping teams align with overall organizational goals.
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:
No more messy or confusing setups for teams! Vabro simplifies personnel onboarding with predefined roles
tailored to various functions. These roles ensure that everyone understands their responsibilities from the start,
enabling teams to work efficiently and effectively.
Establish and manage your organization’s structure, settings, and operations seamlessly.
Manage workspaces, invite team members, and customize settings for seamless collaboration.
Play a pivotal role across projects, workflows, and DevOps. Set up projects, prioritize user stories, and review completed work.
Oversee Kanban Boards and Backlogs to ensure smooth and organized workflows. Kanban Managers can set WIP limits,
adjust board settings, and optionally review completed task groups and tasks.
Active participants in Scrum, Kanban, and DevOps. Collaborate and execute tasks directly from the boards,
contributing to project and workflow success.
Plan
Are you struggling to provide clear direction, align teams, and track progress toward achieving strategic 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 activities are
organized, planned, and managed efficiently.
Vabro Genie AI, the artificial intelligence engine of Vabro, is used extensively throughout the platform and across all Vabro
subscriptions. It 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.
Vabro Genie AI 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 or disorganized setups—streamline your escalations seamlessly with Vabro.
Is your sales team still relying on 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 and 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.
Streamline issue resolution with automated workflows and clear escalation paths
Enhance team collaboration with structured forms for quick and efficient data collection
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