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Sales Forms and Templates
Format: Word Document | Free Download
This Word document is a template that one company used to develop a Sales Strategy for Multiple Channels. Developing an integrated sales strategy is important for every business that is selling to multiple channels. This tool looks at sales strategy for each channel, reseller programs, sales and marketing programs, distribution strategy, and much more.
Format: Powerpoint Document | Free Download
This PowerPoint presentation is a template for presenting a quarterly sales review to executive staff. This tool includes a quarterly review of the last quarter, an outlook for the coming quarter, internal issues, objectives, and much more.
Format: Powerpoint Document | Free Download
This PowerPoint presentation is a template for developing a Corporate Sales Report Presentation. Developing a Corporate Sales Report Presentation is important for communicating your sales in the past and future prospects. This tool covers trends, market forces, business model, and much more.
Format: Powerpoint Document | Free Download
This PowerPoint presentation is a template of a sales model strategy based on product line, ideal customer profile, and direct and indirect channels. Developing a sales model strategy is crucial to maximizing sales productivity and customer satisfaction. This tool includes objectives, methodology, product market map, sales model by product cycle, market channel map, channel access map, customer needs map and much more.
Format: Powerpoint Document | Free Download
This PowerPoint tool presents the proven, winning components of any Strategic Sales Process. Developed from multiple sources, this presentation can be used to either train a sales force in the fundamentals of strategic selling or as a reference for experienced sales personnel. Topics include focusing on the sales opportunities, finding a "possible fit", making sure the communication channels remain open, making the buying decision, and getting the order.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a Senior Account Rep. Developing a Compensation Agreement for a Senior Account Rep is important for establishing performance expectations. This tool allows you to clearly communicate targets, quotas, commissions and payouts.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for an SI Account Manager. Developing a Compensation Agreement for a SI Account Manager is important for establishing performance expectations. This tool allows you to clearly communicate targets, quotas, commissions and payouts.
Format: Word Document | Free Download
This Word document is one company's example of how to deal with all of the things that happen in the last few days of a quarter - and how to pro-actively improve these issues for the next quarter. Solving the Quarter End Crunch is important for any company that has to report quarterly revenue and profit numbers. This tool covers demand forecasting, major account management, sales operations, manufacturing and warehouse capacity, and much more.
Format: Powerpoint Document | Free Download
This original PowerPoint material was gathered during an 18-month research project and given as part of an executive workshop that looked into the trouble some very successful high tech companies had as they grew to eventual success. This section of the Growth Traps and Beyond material describes the role of Strategy and Strategic Intent in the planning process. Strategy is an integrated set of actions taken by a company that produces a sustainable advantage over the competition. This presentation discusses the importance of strategy and the strategic planning process, provides a number of different strategic models, comments on the necessity of using different strategies based on the company's growth stage, and talks to the traps inherent at each stage of the company's growth.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a Territory Sales Rep. Developing a Compensation Agreement for a Territory Sales Rep is important for establishing performance expectations. This tool allows you to clearly communicate target, quotas, commissions and payouts.
Format: Powerpoint Document | Free Download
This original PowerPoint material was gathered during an 18-month research project and given as part of an executive workshop that looked into the trouble some very successful high tech companies had as they grew to eventual success. This section of the Growth Traps and Beyond material describes the importance of customer satisfaction and the satisfaction opportunities that can occur when there is a gap between what the customer expects and what they are currently receiving. There are four elements of Total Customer Satisfaction Management -- managing customer relationships, measuring value perception, achieving high quality performance, and supporting the "value creators". This presentation discusses all of the above and deals with the satisfaction "gaps" that can occur if any of the above is missing or is not working properly.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a VAR Account Manager. Developing a Compensation Agreement for a VAR Account Manager is important for clearly communicating your expectations. This tool includes targets, quotas, commissions and payments.
Format: Word Document | Free Download
This Word document is a Compensation Agreement for a VAR Sales Team Leader. Developing a Compensation Agreement for a VAR Sales Team Leader is important for clearly communicating your expectations to your employees. This tool includes targets, quotas, commissions, and payments.
Format: Word Document | Free Download
This Word document is an excellent example of how to communicate your Variable Compensation Plan to Sales personnel. The document includes administrative aspects of the plan as well as provides examples of how the Plan would pay out based on achievement of specific sales targets. 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, and includes examples of how the plan might work.
Format: Excel Document | Free Download
This Excel spreadsheet provides a complete review of the profitability of your vendors. Developing a vendor profitability tool is crucial to your profits as well as to be able to remain competitive in the marketplace. This tool includes vendor sales history, the cost of doing business with the vendor, a form to request better pricing and terms from a vendor, before tax profitability on a vendor and much more.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for a weekly sales report by sales rep with monthly and quarterly summary information. Developing a system to track weekly sales by sales rep is crucial to maximizing sales rep productivity and ROI. This tool includes days of week, rep names, summary roll ups and more. Also includes charts of the resulting information.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for a detailed annual sales forecast. Developing a Worldwide Annual Sales Forecast is important for understanding expected revenue for each quarter. This tool includes forecasting by geography or product for each quarter, as well as a yearly total.
Format: Excel Document | Free Download
This Excel spreadsheet is a template for a worldwide sales forecast with various scenarios built into the model. Developing a Worldwide Multi Scenario Sales Forecast is important for exploring the implications of each "what if" sales level. This tool includes templates for forecasting an expected sales level, a best and worst case, major account projections, actual sales, and much more.
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