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A template to quickly document the role and responsibilities for this position.
An analysis tool to evaluate corporate accounts based on 6 key criteria.
A template to quickly document the role and responsibilities for this position.
A charter template to set the mandate and outline responsibilities for a sales growth team.
A template to document your sales operations objectives, initiatives, measures, and targets for the next 12-18 months.
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 tool to evaluate your organization’s Sales Operations Maturity.
A dashboard to collect, analyze, and communicate KPIs and metrics for sales & marketing.
Use this tool to assess the alignment between your Sales and Marketing functions.
Use this tool to measure your organization's sales recruiting effectiveness.
Use this tool to collect quarterly productivity metrics, based on using our Sales Productivity Metrics tool on a monthly basis.
Use this tool to collect Productivity Metrics, based on using our Daily Productivity Report template for each sales representative.
Use this to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility.
Use this to assess key accounts, forecast future sales, key success factors, and competitors.
Use this to define, track, and report on your key sales operations metrics and key performance indicators.
Use this to evaluate the skills of new hires or seasoned veterans on your sales team.