Templates

Account Scoring Index

Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.

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Advertising Evaluation Matrix

Advertising Effectiveness Matrix – Use this tool to evaluate the effectiveness of advertising concepts.

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Establishing a Brand Scorecard

Brand management is the application of marketing techniques to a specific product, product line, or brand. It seeks to increase the product’s perceived value to the customer and thereby increase brand franchise and brand equity.

Marketers see a brand as an implied promise that the level of quality people have come to expect from a brand will continue with present and future purchases of the same product. This may increase sales by making a comparison with competing products more favorable. It may also enable the manufacturer to charge more for the product.

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Website Redesign Best Practices

Over 70% of mid-sized organizations are currently involved in a website redesign initiative, or have one planned for this year. Before you go to your CFO to get some budget for this program, conduct a brief website effectiveness audit to build the need.

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Account Status & Action Plan Tool

Account Status & Action Plan Tool – Use this tool to provide a high level report on the status of key accounts.

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Achieving Corporate Sales Targets

Preparing for the Planning Process

  • Step 1 - Build a Sales Growth Team: build a small, cross-functional team and develop a Sales Growth Team Charter. Hold a kick-off meeting to set sales planning goals, schedule meeting times, and get organized for the planning process.
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Activity Report Template

Activity Report Template – The purpose of this tool is to document each activity, or result, that you have completed from the past week or month.

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Writing Business Strategy Plans

Prepare for the Planning Process

  1. Build a Strategic Planning Team - engage a cross-functional planning team to represent each department’s needs. Hold a kick-off meeting to set strategic planning goals, schedule meeting times, and get organized for the planning process.
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Marketing Governance Best Practices

Marketing has the unenviable reputation as the line of business that is not held accountable for achieving specific, measurable, bottom-line results. Finding a bean counter that does not view Marketing as a cost center - producing intangible results - is a daunting task.

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Cold Calling Best Practices

“Cold calling is the process of approaching prospective clients, typically via telephone, who have not agreed to such an interaction. The word "cold" is used because the person receiving the call is not expecting the call or has not specifically asked to be contacted by the sales person.”

- Source: Wikipedia

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