Tools

Sales Recruiting Assessment

Sales Recruiting Assessment - Use this tool to measure your organization’s sales recruiting effectiveness in terms of recruiting process, candidate validation, candidate fit, turnover & management, and metrics.

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Professional Development Plan

Professional Development Plan – Use this tool to assist you with gathering measurable feedback regarding an employee’s past performance, attitude, and ability to do their job.

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Marketing/Business Alignment Tool

Marketing/Business Alignment Tool – This prescriptive tool provides benchmarks for marketing/business alignment. Maturity areas include: communication, competency-value measurement, governance, partnership, systems & technology, human resources.

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Sales Analyst Job Description

Sales Analyst Job Description – Use this template to create a Sales Analyst Job Description.

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Tradeshow Lead Capturing Form

Tradeshow Lead Capturing Form - The purpose of this tool is to assist you with in documenting interactions that take place during a tradeshow. This tool can be used in conjunction with the Tradeshow ROI Calculator and the Lead Scoring Index Tool.

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Product Profitability Matrix

Product Profitability Matrix – Use this tool to evaluate each product and identify profit drivers, profit centers, resource constraints and steady performers.

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Website Design RFP Template

Website Design RFP Template - The purpose of this tool is to help you design a Request for Proposal (RFP) for Website Design Consulting Services.

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Territory Management Checklist

Territory Management Checklist – The purpose of this tool is to provide a checklist for managing sales territories. Implementing a strategic sales territory management process will reduce travel time & expenses, increase health of your account base, and help to generate more sales.

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