Templates

Partnership Application Form

Partnership Application Form – Use this customizable tool to formalize and standardize the partnership application process in your organization.

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Formalizing The Sales Support Function

At the highest level, the Sales Support function is responsible for ensuring that the Sales & Marketing departments have the tools, resources, and systems they need to achieve current and future sales revenue targets. Use Demand Metric's downloadable Director of Sales Support job description to formalize the role of sales support in your organization.

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Meeting Minutes Template

Meeting Minutes Template - Use this template to document meeting discussions and action items.

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Standardizing Project Management

Many organizations operate in a state of mild chaos because of poor project management processes. This summary will provide the business case for implementing a formalized project management policy, methodology, and toolset. Review the Action Plan to obtain 11 downloadable templates and tools to assist you with creating your own customized project management procedure.

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Analyzing the Profitability of Product Lines

Firms that do not analyze the individual profitability of their product lines risk wasting time and money chasing the wrong opportunities. Salespeople who spend the majority of their time chasing large, low margin sales, close the odd big deal, but do so at a very high opportunity cost. Does this situation sound familiar to you?

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Overhaul your Sales Support Process

Many organizations suffer from a lack of alignment between Sales and Marketing. Part of the problem is that most marketing departments don't view sales support as one of their most important functions. Be proactive in your effort to work with Sales. Start by opening Demand Metric's downloadable Sales Support Checklist to identify where your gaps are. Following is list of 16 tools and templates that you can use to overhaul or create an effective sales support process.

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Product Development Schedule

Product Development Schedule - Use this tool to create a work breakdown structure for new product developments.

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Sales Growth Teams Drive Revenue

Achieving ever-increasing revenue targets requires that new recruits and average performers are equipped with the right tools, resources, training, and knowledge. Establishing a Sales Growth Team can help you transfer sales & marketing Best Practices from your top performers to those who need them most. Use Demand Metric's downloadable Sales Growth Team Charter template to set a mandate for this new team.

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Post Conference Survey

Post Conference Survey – Use this survey to determine the quality of conferences you attend.

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Running Effective & Actionable Meetings

When properly planned and executed, meetings can efficiently communicate ideas, solve problems, and generate action items. Unfortunately, many managers waste time by holding unnecessary or ineffective meetings.

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