Tools for Managing Sales
Choose from our huge selection of customizable tools or themed bundles
that best support your sales need.
Top Sellers
What's Included:
Sale Management Toolkit (eBook)
30+ Customizable Tools for Sales Leaders
8 Facilitated Sales Workshops for your Team
2 Hours of 1:1 Coaching
Bonus Sales Tool
Early Access to all New Content Releases
Complete
Sales Management Bundle
VIP Bundle
Themed Bundles
Prepare Bundle Includes:
- Purpose, Vision, Mission & Values
- Brand Image
- Target Market & Persona
- SWOT Analysis
- Competitor Analysis
- Unique Value Proposition (UVP)
- Competitor Analysis Worksheet
- Proven Process Worksheet
Plan Bundle Includes:
- Forecasting & Tracking Spreadsheet
- Sales Pipeline Funnel Template
- B2B Sale Cycle Template
- Team Structure Spreadsheet
- Sales & Marketing KPIs
- Reports for Sales & Marketing
- Marketing Strategy Template
- Sales Strategy Template
- CRM Evaluation Checklist
- Lead Source Checklist
People Bundle Includes:
- Compensation Plan Spreadsheet
- Team Structure Job Profiles
- Sales Candidate Interview Checklist
- Onboarding Template for New Hires
- Sales Policy Guidelines
Performance Bundle Includes:
- Sales Pitch Deck Template
- Sales Script Template
- Performance Management Schedule
- Performance Management Check-in
- Sales Performance Review
- Effective Sales Meeting Agenda
Progress Bundle Includes:
- 8-Step Sales Process
- Needs Analysis Guide
- Overcoming Objections
- Best Questions for Customer Insights
- Value Calculator
Individual Tools
Prepare:
Purpose, Vision, Mission & Values
Check, refine, and clarify your company’s key statements.
Brand Image
Generate descriptions used to guide the visuals and words that represent the company in all sales and marketing materials.
Target Market & Persona
Identify the group of potential customers that will benefit most from your offerings, and most likely to buy what you’re selling.
SWOT Analysis
Increase the knowledge and awareness of factors that impact the company’s strategic plans and validate the target market(s).
Competitor Analysis
Identify your company’s competition in the market, with a focus on specific product, service, or price differentiators.
Unique Value Proposition
Create the statement used to clearly inform potential customers of your offerings, solutions, benefits, and key differentiators.
Proven Process
Create the visual representation of your “promise delivered” that reflects the key steps of how your company delivers its offerings to its customers.
Plan:
Forecasting & Tracking
A customizable spreadsheet that helps you set annual revenue forecasts, with a built-in mechanism for tracking performance.
Sales Pipeline Funnel
Track your sales process. It is the architecture behind the set-up of your company’s own tracking system.
B2B Sales Cycle Template
Outline the high-level workflow involved in securing new business, from lead generation to sales and customer loyalty.
Team Structure Spreadsheet
Spreadsheet used to decide what customer-oriented roles are required to reach your company’s revenue goals.
Sales & Marketing KPIs
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Marketing Strategy Template
Editable template includes brand strength, lead generation, conversion to sales, customer retention and loyalty and competitive advantages.
Sales Strategy Template
Editable template that defines how corporate revenue goals by sales type, individual sales rep, time. It defines approach and tactics to be implemented by the sales team to reach targets,
CRM Evaluation Checklist
Evaluate the most important software for your company and ensure you get the fields needed to produce critical reports.
Lead Source Checklist
Identifies all possible lead sources appropriate for your company, which then guides the setup and tracking of these sources to each customer record.
Reports for Sales & Marketing
Dual-purpose table that lists the report by name and identifies the column headers that are of greatest benefit for quick review and/or sorting.
People:
Team Structure Job Profiles
Reference tool to support your previous work from the Team Structure Spreadsheet. It is used to ascribe the right role to the right person.
Sales Candidate Interview
Checklist is a curated list of questions appropriate for evaluating candidates for various sales roles.
Onboarding Template for New Hires
Template designed to ensure that the newest member of your team is well-prepared and can hit the ground running. It outlines what will happen in the first few days and weeks in their new role.
Sales Policy Guidelines
Guidelines that include how to manage expenses, work with account lists, properly maintain data, secure leads, and opportunities, properly save, and share files, follow CRM processes, manage, and track performance, and more.
Compensation Plan Spreadsheet
Customizable spreadsheet to help you design the right plan for both the company and the individual.
Performance:
Performance Management Schedule
Reference tool for managing the sales and marketing teams’ performance on a weekly and quarterly basis. It also assists with annual planning and time management.
Performance Management Check-in
Reference tool for weekly check-ins with the teams. Identifies WHO to meet with on a regular basis, WHAT to ask so that you get insight into their activities, and what to LOOK for that indicates whether they are on track or off-track.
Sales Performance Review
Helps guide your conversation with each salesperson, identify strengths and opportunities for improvement, and set goals that may be in addition to their sales targets
Effective Sales Meeting Agenda
Designed for salespeople who need regular meetings but feel they never have time. Includes top 5 key topics to cover in each meeting.
Sales Pitch Deck Template
Customizable PPT that allows you to represent your company’s story, product, and value proposition. It walks the reader through key elements that explain the product’s features, advantages, and benefits.
Sales Script Template
Customizable template for new sales conversations (email. phone, in-person). Includes framework for the beginning of the pitch (evocative opener), middle (key benefits) and ending (call to action).
Sales Collateral Checklist
Coming Soon!
Progress:
8-Step Sales Process
Training tool designed to ensure that salespeople follow the most effective approach when representing your company. It is a proven process for securing sales results.
Needs Analysis Checklist
Effective tool for discovering information about a customer’s needs. It is designed with a series of questions that will allow a prospect to share details of their company and business needs so the salesperson can understand how your company’s solution meets their needs.
Overcoming Objections
Designed to help salespeople formulate their own responses based on approved verbiage. It can be used to train a sales team on how to expect and navigate customer questions, anticipate, and overcome potential objections, and close more deals.
Best Questions for Customer Insights
Open-ended questions to reveal deeper insights about the customer (preferences, feelings, overall satisfaction around your offer. Information gained from these conversations can then be used to guides next-level sales and marketing activities.
Value Calculator
Calculator to be used judiciously for showing how your company’s solution can help save time and/or money. Effective way to show value when the objection of price vs. value arises.
Value Pyramid
Sales team exercise to help find reasons beyond price that are elevated above your basic Features & Functions. Identifies value elements that will Connect or Inspire your customers to buy from YOU, and not your competitor.