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Sales The tool I want is a
People Management
Hiring? Training? Promoting? Disciplining? Relocating? Firing? It is all here. If you are looking for a tool that helps motivate, manage, reward, or recognize people, this is the place to start.
Commission List Table

Commission Policy

High-Performing Sales Reps

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Boilerplates
Contracts? Forms? Expense reports? Sign in sheets? Administrative processes or details? This "boilerplate" area is the place to look to find those generic yet time consuming documents.
Buyer Motivation Guide

Large Account Opportunity Form

Reg. Sales Mgr. Commission Plan

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Presentations
Never presented to the Board of Directors? Have to present your annual plan to your boss? This presentation area is the place to go to see how other people have put together their presentations to get their budget or plan approved; receive a "yes" on a new proposal, or "dodge the bullet" when things do not go as planned.
Lead Flow Overview

Quarterly Sales Review Presentation

Sales Model Strategy Presentation

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Spreadsheets
Forecasts. Budgets. Financial statements. Annual operating plans. Ratio analysis. ROI models. This spreadsheet area is the place to find that model that is already built - you just add the content! Don't stress about formulas, graphs, or getting the page to print correctly - we have take care of that for you!
Daily Sales Report by Sales Rep

Channel Major Account Forecast

QTR End Channel Buy Models

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Plans
Business plans. Marketing plans. Sales plans. Support plans. International plans. Raising money. Going out of business. Everyone does plans - for nearly every major project. Come to this "plans area" and see how others thought through and solved the problem or created the opportunity!
Product Champion Sales Plan

Sales Account Strategic Process

Strategic Account Business Plan

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Complete Programs
Save time by coming to this "complete programs area". We have packaged up individual tools into "solution suites" to save you time and money. These solutions can be departmental specific like, "How to hire a controller" to cross functional solutions that integrate sales, marketing, and finance!
Vendor Profitability Analysis

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Checklists and Audits
You can't know everything - yet your boss expects you to. Never hired a PR agency? Have to outsource telemarketing? Need to choose an investment banker? These audits and checklists enables you to leverage the experience of others to ask all the right questions! Don't get surprised! Before you try something new, come to this area and make sure you ask the tough questions that can come back to bite you another day!
Roles & Responsibilities Matrix

Sales Closing Checklist

Solve Quarter End Crunch

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Top 10 Tools
Buyer Motivation Guide

Daily Sales Report with Mon. Summary

OEM Account Management Plan

Overcome Cold Calling Nightmares

Product Sales Forecast Spreadsheet

Reg. Sales Mgr. Commission Plan

Sales Representative vs. Quota

Sample Commission Plan

Strategic Account Business Plan

Sales Variable Comp Plan
Free Samples
Cross Funct. Strat. Acct. Processes

Large Account Opportunity Form

Lead Flow Overview

Product Analysis

Purchase Order Log









Most Wanted Tools
Develop a quote and proposal system

Leave compelling voice mail

Conduct a Sales Review

Smooth QTRLY Revenue Streams

Minimize Returns and Rotations

Increase order size

Increase lines per order

Increase revenue per customer

Stabilize a Demoralized Sales Dept.

Announce a Major Sales Shortfall
 
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