Enterprise Sales Template
Enterprise Sales Template
Provide a better buying experience for your clients, clearly present your value proposition, and close more deals on schedule with Dock’s enterprise sales template.
Who this template is for
Enterprise sales professionals, such as enterprise sales reps, sales managers, and sales executives looking to level up their enterprise sales methodology, ditch follow-up spreadsheets, and move upmarket.
What this template is for
Aligning B2B sales teams, startups, and SaaS companies with decision-makers during the sales lifecycle through an all-in-one digital sales space. Dock’s enterprise sales template is a single, customizable, and shareable space that provides a clear and organized structure for presenting products or services, outlining value propositions, and presenting relevant information and resources to buyers.
How to use this template
- Start by creating a free account in Dock. Sign up in seconds and get access to all of Dock’s templates, including this one.
- Create a new workspace and choose the Enterprise Sales template. This will set up a pre-built digital sales room designed for complex, multi-stakeholder deals.
- Customize the template to suit your business and clientele. Add your branding, update key sections, and tailor the content to reflect your sales process. Start by crafting a clear and persuasive value proposition highlighting the benefits of the products or services offered. Then, embed your sales collateral, including product demos and deep dives, customer service and free trial support information, security, product pricing and ROI, and customer case studies.
- Save that as a new template. If you’ve made modifications you want to reuse, save your version to keep things consistent across your team.
- Create a new personalized workspace for each client from that template. Before or after your first sales call, spin up a fresh workspace for each prospect, adding deal-specific details.
- Introduce your client to the digital sales room early in the sales process. After the first demo, position the workspace as their go-to resource for decision-making. Create a mutual action plan for your sales team and prospective buyers, defining the procurement process required to complete the sale. Use it to align on next steps, share sales materials, and streamline communication.
- Keep linking back to the digital sales room throughout the buyer journey. Then, work with your buyer champion to move the process forward, remembering to focus on their needs at every step. Every touchpoint—whether it’s pricing discussions, security reviews, or contract negotiations—should point prospects back to the workspace. The more they engage with it, the more likely they are to buy.
What’s in this template?
Executive Summary
Give your customers a place to land with a page summarizing the business engagement, including a table of contents, key contact information for your customer support team, your pitch deck, and the mutual action plan.
Product Overview
Use multimedia content to introduce potential clients to your product features, highlighting any unique features or capabilities that set them apart from competitors. Include embedded demo videos to give potential clients additional context for their specific use case.
Business Case
Here’s where you can make your case for how you solve your customers’ pain points. Include financial projections, ROI calculations, a product roadmap, and key success metrics like ARR and NPS, and how your product will help achieve them.
Sales Pilot Plan
This section gives your customers a more detailed implementation plan. Provide a timeline, points of contact, success criteria, and your to-do list as you move forward through the sales cycle. You can also upload recordings and transcripts from any additional meetings, as well as enablement material for your customers to increase product adoption. This section also has space for embedded analytics to measure the success and provide recommendations for next steps.
Case Studies
Case studies featuring well-known partners and clients in your target audience highlight the value and benefits of key deliverables, demonstrate credibility and expertise, and build confidence in your ability to deliver high-quality products or services.
Pricing Proposal
This section presents pricing and product package options to potential clients. The pricing options section can also include information about payment terms, financing options, and any other relevant details that may impact the overall cost of the sale.
Competitor Comparison
Show how your product or solution stacks up to your competitors with multiple options for feature-by-feature tables, as well as high-level analysis.
Customer Success
Provide an overview of the customer service clients can expect after purchasing the product or service. Include information about the support options available, and any relevant policies or guarantees that apply. This helps set expectations and build confidence in their ability to deliver high-quality customer service.
Why use this enterprise sales template?
The enterprise sales process can be challenging, often involving large businesses or organizations with complex, formalized, and time-consuming purchasing processes that require multiple stakeholders across the company to buy in on your product.
To be successful in enterprise sales, professionals must be able to effectively communicate the value of their products or services, build relationships with key decision-makers, and navigate these complex processes with a detailed, professional, and comprehensive sales pitch.
Dock’s enterprise sales template can help sales teams and professionals navigate these challenges and simplify the purchase process through a defined enterprise sales playbook that keeps your sales team and the buying team on the same page. That way, you can meet your sales goals and deliver a great customer experience at the same time.
This free template can serve as a single consistent presentation space for all the necessary information and resources, including pricing details, terms and conditions, and any relevant documents or files. Present relevant case studies and success stories, helping to build credibility and demonstrate the value of the products or services, and give a clear and concise summary of the project scope and objectives, helping to set expectations and ensure that all parties are on the same page.
Additionally, Dock's enterprise sales template includes analytics and data tracking feature integrations that allow sales teams to track and analyze their sales efforts. These features can help sales teams understand the effectiveness of their sales pitch and identify areas for improvement, allowing them to refine their approach and increase their chances of success.
With Dock’s enterprise sales plan template, sales reps always know what information is being shared, who’s looking at it, and how to best support stakeholders through every step along the way to landing new business.
Here’s what else the enterprise sales template can do for you:
Streamline the sales process
- Create a single, customizable space for collecting and presenting all necessary information and resources so stakeholders can always find what they need.
- Identify important points of contact on your sales team so stakeholders always know who to reach out to with specific questions.
- Establish a sales timeline that works for both parties and keeps stakeholders in the loop about what they need to do—and when.
- Create a step-by-step mutual action plan that builds trust and confidence, making it easier for buyers to say yes to your product.
Manage customer relationships with consistency and scale
- Manage and organize customer relationships, including the ability to assign tasks, establish milestones, give updates and set deadlines.
- Easily keep all materials up-to-date and consistent, ensuring you always present a professional and cohesive image to potential customers.
- Duplicate existing templates quickly and easily, then customize individual templates to suit each customer as needed.
Make it easy for customers to buy from you
- Use analytics and data tracking features so sales teams can track and analyze their sales efforts, smoothing workflows and informing future sales strategy and initiatives.
- Empower salesperson and buyer relationships by sharing information and resources in one easy-to-use space.
- Guide your customers through the entire customer journey, including trial support, video calls, and suggested next steps towards implementation, onboarding, and support by clearly outlining the project scope, objectives, and purchasing steps.
Related Templates
How do I use this template?
Sign up for Dock for free. From there, you can open the Enterprise Sales Template, customize it to your sales process, and duplicate it as many times as you need. You can also save your own version as a new team template.
Is this template free?
Yes. Dock is free to try with up to five client-facing workspaces. Every paid plan includes unlimited workspace and template usage.
Can I modify this template?
Absolutely. You can edit the template structure, swap in your own content, and save personalized versions for different sales motions or industries.
Can I personalize this template for every client?
Yes, that’s the whole idea. Each workspace is a one-to-one link that you can tailor for each buyer—add custom pricing, personalized intros, relevant case studies, and anything else they’ll need.
Can I share this template with my team?
Yes. You can keep templates private, share them with specific teammates, or make them available across your whole workspace. Dock gives you full control over who can access and edit templates.
What is an enterprise sales template?
An enterprise sales template is a reusable workspace structure designed to help sales teams manage long, multi-stakeholder deals. Instead of building a new follow-up doc or slide deck for every prospect, reps can use a standard template to organize the deal, including demo recaps, pricing, mutual plans, and legal docs—all in one place.
It’s especially useful in enterprise sales where deals involve long timelines and multiple steps with different stakeholders, such as security reviews. The template gives both the seller and buyer a shared source of truth to track everything that happens between demo and close.
What is an enterprise sales workspace?
An enterprise sales workspace is a live, digital environment where sales reps and buyers collaborate during the sales process. It’s often used to centralize sales content, align on mutual action plans, and make it easier for buyer champions to share info internally. With Dock, you can turn your workspace into a single link that gets reused and customized for each new deal.
What should you include in an enterprise sales template?
A solid enterprise sales template typically includes:
- A personalized welcome message or video
- Demo recordings or key slides
- Pricing and packaging info
- Mutual action plan
- Legal/security documents
- ROI calculators or business case decks
- Relevant case studies or customer logos
Dock makes it easy to keep all of this organized and up-to-date, and to spin up new versions for each client.
When should you use an enterprise sales template?
Use it any time you’re managing a complex deal—especially when the buying process includes multiple stakeholders, a security review, or legal back-and-forth. If your reps are constantly chasing email threads or resending links, it’s time to switch to a workspace template.
Enterprise sales template best practices and tips
Using a template like this one can help build an effective sales strategy. Consider:
- Introducing the workspace during your live sales call so the buyer sees it early.
- Customizing the intro section to show you’ve done your homework.
- Adding a mutual action plan so buyers can track what’s next.
- Keeping it buyer-focused—only include what helps them make a decision in real time.
- Using Dock’s analytics to track who’s engaging with what and follow up accordingly.
Enterprise sales template mistakes to avoid
- Don’t overload the workspace with too much content—curate, don’t dump.
- Avoid generic intros or “template-y” language. Personalize it to your prospect’s specific jobs-to-be-done and how your product can help solve them.
- Keep your workspace up-to-date with the latest information as you receive it. Adding call recordings, new how-to information or demos, and updated pricing information keeps everyone on the same page.
How to share an enterprise sales template internally
Once you’ve customized a version of the template that works for your team, you can save it in Dock’s shared template library. You can keep it private, share it with specific team members, or roll it out across your org. Templates help standardize your sales motion without making reps start from scratch.
How to share an enterprise sales template with clients
Drop the Dock link during your call and walk them through the workspace live. After the call, send a short follow-up with the same link. Because it’s a living workspace, you can keep adding new info without sending another attachment—and the client always has the latest version. It also gives buyer champions an easy way to share your solution internally without forwarding long email threads.
What is enterprise sales?
Enterprise sales refers to the process of selling products or services to large businesses or organizations. Enterprise sales is typically characterized by high-value transactions and long sales cycles, as large businesses or organizations often have complex purchasing processes and require a more detailed and comprehensive sales pitch.
What is the difference between enterprise sales and small business sales?
The target customers for enterprise sales are typically large companies with more complex and formalized purchasing processes, while the target customers for small business sales are smaller, independently owned companies with simpler purchasing processes. The types of sales involved in enterprise sales are generally more complex and involve a longer sales cycle, while the types of sales involved in small business sales are typically simpler and involve a shorter sales cycle.
What are the most important enterprise sales metrics to track?
In enterprise sales, the key metrics aren’t just about activity—they’re about momentum. Some of the most useful metrics to track as you work toward your revenue targets include:
- Sales cycle length: How long it takes to close a deal, from first touch to contract
- Win rate: The percentage of qualified opportunities that turn into closed deals
- Deal engagement: How often buyers are interacting with your workspace or content
- Multi-threading depth: How many stakeholders are involved and engaged
- Sales forecasting accuracy: How close your predicted close date and amount were to reality
Tracking these benchmarks across your sales team helps you spot patterns, coach reps, and refine your sales strategy as you work toward your business goals. Dock's analytics make it easier to connect these metrics back to deal activity—so you can prioritize the right opportunities and hit your sales targets.
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