Sales Operations Metrics Dashboard - 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.

Service Level Agreement Template – Use this Service Level Agreement Template as a framework to formally define the level of service between two parties where one is the customer and the other is the service provider.

Lead Generation Prioritization Tool – Use this tool to evaluate your Lead Generation 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.

Management & Leadership Strategy Scorecard – Use this tool to document your Management & Leadership objectives, initiatives, measures, and targets for the next 12-18 months.

Cash Flow Forecast – Use this tool to create a cash flow forecast and to monitor actual cash flow.

Marketing Automation Vendor Evaluation Matrix – Use this vendor evaluation matrix to compare potential Marketing Automation solutions. For each parameter, rank vendors based on their ability to deliver on your requirements.

Tradeshow ROI Calculator - Use this tool to determine the ROI, in quantitative and qualitative terms, from industry Tradeshows and Conferences.

Marketing Automation Vendors Matrix – Use this matrix to learn more about key vendors who provide marketing automation solutions.

Project Charter Template - Use this project charter template to document: Project Purpose, Definition of Scope, and Project Plan

Whenever your company has a conference, be it is just a meeting or if it is a weekend corporate event, it is important to make sure you keep on task so that the event can move ahead as scheduled. The easiest way to do this is to use a conference timeline checklist.