Executive Briefing
Align executives and key stakeholders with collaborative summary docs that contain live, actionable data.
When an important deal is closing, everyone needs to be on the same page. Keep executives and team members in-the-loop and updated on details around your opportunities and clients. Customize this template to keep stakeholders aligned on key themes, opportunities and obstacles, and break down complex information into a short well-structured document.
@mentions
Just like Twitter and Facebook, @mention teammates to bring their attention to your notes.
Embedded Spreadsheets
Organize and structure information so all parties can see and comment on the details with clarity and ease.
External Sharing
Share documents with stakeholders who don’t work in Sales Cloud and keep everyone on the same page.
Recommended TemplatesSee All Templates
Commercial Banking Relationship Plan
Drive pipeline and client value with actionable, collaborative relationship plans.
Commercial Loan Close Plan
Streamline bank financing processes with live data, action items, and real-time collaboration in a single view.
Client Notes
Share information effortlessly without siloed applications, disconnected email, or isolated chat threads.
Account Plan for Financial Services
Supercharge advisor productivity and maintain a holistic view of your client’s financial needs.
Proposal Plan for Financial Services
Win contracts faster by combining live data, action items, and collaboration in a single view.
Meeting Plan
Boost productivity with standardized call and meeting notes.
1:1 Meeting Notes
Track goals between managers and reports in the context of live CRM data.
Financial Services Team Hub
Win as a team and celebrate your team’s achievements in one centralized document.