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Use this tool to define, track, and report on your key sales operations metrics and key performance indicators. All the metrics can be easily customized to suit your organization's needs.

Use this tool to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.

Use this tool to document Sales-based objectives, initiatives, measures, and targets, for the next 12-18 months.

Use this prescriptive self-assessment tool to evaluate your organization’s Sales Operations Maturity. Rate your compliance with best practices across the following dimensions: Recruitment & Retention; Consultative Sales Training; Sales Process; Sales Tools; Sales Productivity Management; Sales Analysis & Forecasting; SFA/CRM; Sales Compensation; Sales & Marketing Alignment; Sales Leadership & Management. Once you have completed the assessment, you will immediately be provided with results and recommendations for improvement.

Use this tool to measure your organization's sales recruiting effectiveness in terms of recruiting process, candidate validation, candidate fit, turnover & management, and metrics.

Use this dashboard template to track metrics related to your distributors. Key Metrics can include: Revenue by Product, New Ideas for R&D, Customer Satisfaction, Win Loss Percentage, Reach, Total Accounts & Total Employees.

Use this tool to assess your sales training effectiveness in terms of Process, Self-Management & Planning, Business Development, Sales Presentations, Relationship Management, and Closing Sales.

Use this template to create a Sales Analyst Job Description.

This prescriptive tool provides benchmarks for alignment and can be used to identify perceived gaps in alignment between the sales and marketing departments. Alignment areas include: organizational relationships, metrics & value-measurement, lead generation & pipeline management, culture, systems & technology, messaging & materials.

Join our Analysts as we identify & discuss the 6 key areas of sales & marketing alignment.