Tools

Project Tracking System

Project Tracking System – Use this tool to track your projects in terms of Product, Channel, Item, Owner, Due Date, and Status. You can view Completed and On Hold projects and Reports for all items.

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Adopting Consultative Selling

Competitive Positioning

How a prospect competitively positions your company is a critical factor when engaging in the buying/selling process. Fundamentally, positioning is about aligning your business with theirs, so that a clear synergy can be visualized by the prospect.

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Focus Group Best Practices

A focus group is a controlled group interview of a target audience demographic. The interview is often led by a facilitator who covers a set series of questions or topics. Benefits of focus group sessions include: increased customer satisfaction & brand perceptions, and informing product development decisions.

Focus groups are a key component to an effective market research program. Generating qualitative feedback in this medium can be more insightful than standardized surveys.

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Design a Lead Generation Scorecard

“Lead Generation refers to the creation or generation of prospective consumer interest or inquiry into a business’ products or services. Often lead generation is associated with marketing activities, such as cold-calling, targeted at generating new sales opportunities for a company’s sales force.

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Account Executive Job Description

Account Executive Job Description – Use this template to create an Account Executive Job Description.

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Develop Customer Centricity with CRM

Contrary to popular belief, Customer Relationship Management (CRM) is not a system, or a technology, or a simple application. CRM is a holistic strategy that places customers at the center of all business operations. Some call this customer-centricity; others coin this approach as listening to the “voice of the customer.”

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Balance Sheet

Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).

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Market Research Best Practices

Market research is the process of systematically gathering, recording, and analyzing data regarding customers, competitors, and market conditions, to help organizations make better business decisions about the development and marketing of new or existing products and services.

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Net Promoter Score and the Ultimate Question

If you are wondering about the fate of your customers and the long term growth potential of your business, look no further…all you have to do is ask!

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Developing Stronger Leaders

From an organizational perspective, leadership can be defined as: the ability to influence, motivate, and enable people to attain goals and contribute toward improving the effectiveness and efficiency of an organization. Use our Management & Leadership Maturity Assessment to evaluate your organization’s Management & Leadership Program Maturity.

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