Filter by Topic
The Sales Analysis Tool can be used to review products/service sales, channel sales, sales by representative, market segments, and sales team goals.
Use this matrix to obtain info about key marketing automation vendors.
Use this to document risks, assess their impact and probability, and develop risk mitigation plans.
Use this to create a graphical representation of the duration of your marketing initiatives over a time period.
Use this to clarify roles and responsibilities in cross-functional/departmental projects and processes.
Use this database to ensure your marketing collateral is up-to-date and well distributed.
This tool enables you to easily create charts for actual and forecasted revenue.
Use this tool to evaluate your organization’s management & leadership capabilities.
Use this tool to define, track, and report on your key management & leadership metrics.
A dashboard to collect, analyze, and communicate KPIs and metrics for sales & marketing.
Use this to evaluate your management initiatives based on their strategic fit, economic impact, and feasibility.
Use this tool to assess the alignment between your Sales and Marketing functions.
Use this to define, track, and report on your key marketing metrics.
Use this tool to evaluate your organization’s Sales Operations Maturity.
Use this process diagram to communicate your lead generation & nurturing process.
Use this tool to evaluate your organization’s lead generation program maturity.
Use this tool to define, track, and report on your key lead generation metrics.
Use this tool to collect Productivity Metrics, based on using our Daily Productivity Report template for each sales representative.
Use this to document target items, current state, goal state, timeline, and action items for resolving gaps.
Use this to determine your required annual growth rate to meet your desired revenue goal in 3 years.
We created the Sales Presentation Template to provide you with a standardized presentation deck.
Use this tool to determine net income or (loss) by recording income and expenses.
Use this to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility.