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Templates, playbooks and guides
Enable your team in minutes with customizable content
on tools, revenue plays, best practices, and more.
Salesforce Lightning List Views
A template covering Salesforce Lightning list views, including inline editing, mass editing, and Kanban boards, for reps working directly in Salesforce.
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Salesforce Lightning 101 Training Manual Copy | Spekit
A Salesforce Lightning 101 training manual covering activity management and core features to help teams migrate from Salesforce Classic successfully.
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Salesforce Lighting Using Reports Template
Customize this training to give your revenue team the help they need creating reports directly in Salesforce Lighting – or any tool they’re working in.
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Salesforce Lightning Using Reports Template
Step-by-step instructions for creating, editing, and deleting reports in Salesforce Lightning, with filters, report names, folders, and best practices.
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Salesforce Classic 101 Training Template
Customize this training to give your sales team the help they need directly in Salesforce to maximize sales rep productivity and pipeline.
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Salesforce CPQ Training
Customize this Salesforce CPQ training template and surface it directly where your team is working to drive process and adoption.
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Sales Stages | Starter Kit
Get a clear breakdown of sales stages, from identifying prospects to closing deals, for improved sales performance and consistency.
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ZoomInfo Best Practices Template
Customize this training to give your sales team the help they need directly in ZoomInfo - or any tool they're working in.
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Sales Playbook Templates
Customize this sales playbook template to give your sales team the help they need when and where sales plays happen.
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