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Use this tool to assess the alignment between your Sales and Marketing functions.
Use this to calculate the overall financial impact that Marketing Automation can have on your business.
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 matrix to obtain info about key marketing automation vendors.
Use this to document risks, assess their impact and probability, and develop risk mitigation plans.
Use this to create a graphical representation of the duration of your marketing initiatives over a time period.
Use this to clarify roles and responsibilities in cross-functional/departmental projects and processes.
Use this tool to define, track, and report on your key lead generation metrics.
This tool enables you to easily create charts for actual and forecasted revenue.
Use this tool to evaluate your organization’s management & leadership capabilities.
Use this tool to define, track, and report on your key management & leadership metrics.
A dashboard to collect, analyze, and communicate KPIs and metrics for sales & marketing.
Use this to evaluate your management initiatives based on their strategic fit, economic impact, and feasibility.
Use this to define, track, and report on your key sales operations metrics and key performance indicators.
Use this to define, track, and report on your key marketing metrics.
Use this tool to evaluate your organization’s Sales Operations Maturity.
Use this process diagram to communicate your lead generation & nurturing process.
Use this tool to evaluate your organization’s lead generation program maturity.
Use this tool to analyze your organization and identify gaps in your capabilities.
Use this tool to collect Productivity Metrics, based on using our Daily Productivity Report template for each sales representative.
Use this to document target items, current state, goal state, timeline, and action items for resolving gaps.
Use this to determine your required annual growth rate to meet your desired revenue goal in 3 years.
We created the Sales Presentation Template to provide you with a standardized presentation deck.