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Sales Forms and Templates
Format: Word Document | Free Download
This is a Word document that defines what motivates people to buy products and services. Developing this guide is important for understanding why customers buy your product or services. It will help you to plan future marketing efforts. This tool looks at motivators, buyers needs, questions to ask, and final solutions.
Format: Word Document | Free Download
This Word document is a template for the development of a commercial sales practices summary when selling to the U.S. Government. Development of a commercial sales practice summary can be essential for growth in your sales department. This tool outlines government special item numbers, discounting policies, types of customers, concessions, and other important information.
Format: Word Document | Free Download
This Word document is a simplified sample commission policy. Developing a sales commission policy is important for setting expectations relative to the payment and timing of commissions and should be included in your Employee Handbook. This is a simplified policy example -- you will need to incorporate verbiage on commissions at termination, achievement of minimum thresholds, etc. based on company specific data. For a sample of the actual commission agreement given to a salesperson, please refer to any of the agreements in the Sales section on our site.
Format: Word Document | Free Download
This Word document provides a review of Computer Reseller Definitions. Developing a list of definitions can be a time consuming task. This tool outlines terms such as mail order, VAR, system integrator, and software only store.
Format: Word Document | Free Download
This Word document is a sample Compensation Agreement for a Director of Channel Sales. Developing a Compensation Agreement for a Director Of Channel Sales is important for outlining performance expectations. This tool clearly shows targets, yearly quotas, commissions and payments, and other vital information.
Format: Word Document | Free Download
This Word document is a template for establishing a distributor contract agreement. Developing a Distributor Agreement is important for any company that sells through channels. This tool provides a look at definitions, sole distributors, ordering procedures, prices, support, and much more.
Format: Word Document | Free Download
This Word document is a template for establishing the guidelines by which two companies will accept purchase and sales transactions via electronic media. In today's environment, many companies are looking for ways to run their businesses more efficiently and more productively. By using electronic data exchange, the chances for errors are reduced and the delays typically found when using a paper-based system are minimized. This document establishes the guidelines and formats by which an electronic data exchange can be facilitated.
Format: Word Document | Free Download
This Word document defines the functions of Electronic Data Interchange (EDI) transmissions. Developing an understanding of the EDI processes can provide a competitive advantage over your competitors. This tool includes the benefits of EDI, requirements of implementation, purchase orders, inventory, and much more.
Format: Word Document | Free Download
This Word document is a template establishing product champions within your company. Developing a Product Champion plan enables you to dedicate resources on the sales of a specific product line. This tool includes current issues, sales, product, account, channel, product champion solutions and more.
Format: Word Document | Free Download
This Word document is a template of qualifying questions that one software firm used to make its sales people more effective. Developing a qualifying questions list for your sales people to use is an important part of the sales process. This tool includes a application questions, implementation, managing assets, technical issues, and more.
Format: Word Document | Free Download
This Word document is a template for tracking your purchase orders. Developing a Purchase Order Log template is important for tracking the status of orders. This tool allows you to track request date, authorization date, order date, vendors, amount of purchase, and other vital information.
Format: Word Document | Free Download
This Word template is for developing a quarterly rebate strategy. Developing a Rebate Strategy Plan is important for clarifying performance goals and payouts for reaching those goals. This tool looks at buy-in possibilities, performance, payouts, discounts, and more.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a Regional Sales Manager. Developing a Compensation Agreement for a Regional Sales Manager is important for setting performance expectations. This tool allows you to clearly communicate targets and quotas, in addition to providing information about commissions and payouts.
Format: Word Document | Free Download
This Word document is a template for developing and understanding the steps required to complete an effective Sales Account Strategic Process. Developing a sales account strategic process is essential to increasing sales profits. The tool focuses on the customer, the customer's needs, and the potential benefits of selecting your company's product as a solution.
Format: Word Document | Free Download
This Word document is one company's example of an annual sales and support plan and presentation. Developing a Sales and Support Plan is important for understanding your core competencies and ability to carry out the sales of your products. This tool includes a new sales model, major account "push" model, inside sales "pull" model, operations, support, management principles, and much more.
Format: Word Document | Free Download
This Word document is a great checklist of strategies and questions for sales people to use to close more business. Developing a Sales Closing Checklist is important for increasing creativity and closing more sales. This tool covers your personal commitment, account management, resources, competition, and more.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a Sales Manager. Developing a Compensation Agreement for a Sales Manager is important for establishing performance expectations. This tool includes targets, quotas, commissions and payouts.
Format: Word Document | Free Download
This Word document is a detailed example of one company's Annual Sales and Support Plan. Developing a complete Annual Sales and Support Plan is an important part of your overall business plan. This comprehensive tool includes continuous improvement, a learning organization, country specific strategies, strategic goals and issues, account actions, and much more.
Format: Word Document | Free Download
This Word document is a sample Commission Plan that could be used for Regional and Strategic Account Managers. The tool includes plan specifics but does not include worksheets or payout calculations. Most sales personnel have a portion of their cash compensation identified as variable based on the achievement of certain sales quotas or targets. This particular tool outlines the terms and conditions of payouts under such a variable compensation plan.
Format: Word Document | Free Download
This Word template is for comparing your product to your competition's products. Developing a Competitive Product Table is important for comparing your products to your competition. This tool includes product price, features, warranty support, and more.
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