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Sales Management Templates

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Sales Management Templates


30-60-90 Day Sales Plan Template

Once you have been assigned to the role of sales representative, you need to know what steps to take during the first months. In this 30-60-90 Day Sales Plan Template we suggest you dividing this period into three smaller periods, such as 30 days, 60 days and 90 days. You can use the template to learn what tasks to perform during each of the periods.

30-60-90-day-sales-plan-checklist.zip 3 Kb


Sales Analysis Template

Analysis of sales activities is based on some indicators, such as Working Capital Turnover, Annual Sales Growth, Affordable Growth Rate and Breakeven Percentage. These indicators help define whether your business reaches higher sales performance. Use the following template to learn more.

sales-analysis-checklist.zip 4 Kb


Sales Audit Template

This Sales Audit Template will help everyone who needs to assess efficiency of Sales department in a company. With a help of this template you will be able to determine whether money is being lost through inefficiency in salespeople’s approaches, poor document management, or lack of professional skills.  

sales-audit-checklist.zip 3 Kb


Sales Business Plan Template

Sales business planning creates a link between sales activities and business objectives. It is a kind of business strategy that determines ways of achieving business value through sales revenue. In this Sales Business Plan Template we talk about 4 basic steps for planning sales business activity.

sales-business-plan-checklist.zip 3 Kb


Sales Call Template

Sourcing new sales leads and attracting new customers are two crucial forces that make a company succeeding. Salespersons who know how to make sales call opening and closing will lead sales and attract new customers. The given below sales call template describes how to make a productive sales call.

SalesCallChecklist.zip 4 Kb


Sales Commission Plan Template

A sales commission plan creates a strong incentive to sell the right products to the right customers, with growing profitability. It is a way to generate leads and gain more revenue. Read this Sales Commission Plan to learn how to plan for sales commissions.

sales-commission-plan-checklist.zip 4 Kb


Sales Compensation Plan Template

A sales compensation plan is a document that manages sales relationships between your company and sales agents. It is a way for the company to put its marketing strategy into operation. Use this Sales Compensation Plan Template to learn what key components are included in such a plan.

sales-compensation-plan-checklist.zip 3 Kb


Sales Coaching Template

You can use this Sales Coaching Template to learn basic skills and abilities required for successful sales experience. The Template gives you suggestions regarding using AIDA model in sales training. It also lists tips on conducting negotiations with prospects and customers.

sales-coaching-checklist.zip 6 Kb


Sales Cycle Template

This Sales Cycle Template is composed for managers who wish to organize Sales department in their companies. With a help of this template you will find out what stages make up a sale, starting from a sales lead, up to after-sale support.   

sales-cycle-checklist.zip 4 Kb


Sales Development Plan Template

Sales development is a continuous process that consists of several stages such as Managing target customers, Focusing on top performers, Implementing sales development model, and Measuring ROI. In this Sales Development Plan Template we describe the steps. This document helps understand how to reach sales growth.

sales-development-plan-checklist.zip 3 Kb


Sales Execution Template

Sales execution can be presented as a process that aims to deliver a product or service to the target audience. This process consists of three steps including Pre-sale, Sale, and Post-sale. The following Sales Execution Template describes how to take these steps.

sales-execution-checklist.zip 2 Kb


Sales Enablement Template

Sales Enablement Template is created to help you in defining some critical areas where you can invest into for making your salespeople to perform better. With a help of this template you can learn more about important sales technology, motivation and organizational behavior.

sales-enablement-checklist.zip 3 Kb


Sales Follow Up Template

This sales follow up template is designed to help salesmen who would like to understand basic sales follow up techniques and invent their own methods to retain their customers. Correct sales follow up strategy can bring you more profits by continual process of convincing customer to buy from you again and again. You can learn this sales follow up template to know some ideas and methods on how to build and develop win-win relations with customers.  

sales-follow-up-checklist.zip 4 Kb


Sales Forecasting Template

This sales forecasting template can be very helpful to those who need to drive sales forecasting as a self-assessment tool for their companies. The real value of making forecasts is an opportunity to take an objective look at the future of your business, so that you can recognize how healthy it is and what directions you need to choose for future development. With a help of this sales forecasting template you can find out main steps of this process, learn some sales forecasting examples and methods, as well as essential factors, tools, and assumptions.   

sales-forecasting-checklist.zip 8 Kb


Sales Goal Setting Template

A successful sales representative is always purpose-driven. It means this person knows what goals to achieve by sales and how. That’s why goal setting plays the central role in sales process success. Read this Sales Goal Setting Template to learn how to plan for sales goals and objectives.

sales-goal-setting-checklist.zip 3 Kb


Sales Handover Template

The following Sales Handover Template describes three essential steps in planning for the transfer of sales activities. Each of the steps in this document includes a range of tasks that specify the step and make it more practicable. You can use the template as an additional guide for planning sales transfers in your sales department.

sales-handover-checklist.zip 3 Kb


Sales Improvement Plan Template

Any company involved in sales needs to realize that sales activity takes one of the central positions within the framework of business development. Intensive sales activity ensures higher profits and therefore better re-investment opportunities. Read this Sales Improvement Plan Template to find out what areas need to be improved to reach growth in sales.

sales-improvement-plan-checklist.zip 2 Kb


Sales Incentive Plan Template

Sales intensive plans (SIPs) incorporate sales-related metrics and goals to assess contribution of sales force. SIPs are great because they help exploit new business opportunities and increase motivation of sales personnel. In this Sales Incentive Plan Template you can find out what key components are included in a SIP.

sales-incentive-plan-checklist.zip 4 Kb


Sales Lead Template

This Sales Lead Template will be useful for all those specialists who are in charge of managing their corporate sales policies, and therefore need to be guided on how Sales Leads can be generated and systematically transformed into actual sales.  

sales-lead-checklist.zip 3 Kb


Sales Letter Template

This Sales Letter Template is created to support all salesmen who are in charge of creating sales letters for communicating their business offers to potential customers. With a help of this template you can find out what essential sections form up a sales letter, along with some tips and comments.  

sales-letter-checklist.zip 3 Kb


Sales Management Template

This sales management template gives you a complete review over the main controls that should be established on the enterprise to ensure effective its sales function. This document contains all-round sales management advice on the aspects and activities that you need to take care of regularly. This sales management template provides you with a list of activities, techniques, basics and metrics used to establish good administrative and directive efforts over the sales team.

sales-management-checklist.zip 4 Kb


Sales Meeting Template

Many frontline and experienced sales professionals suggest using detailed agendas for preparing and managing efficient sales conferences and meeting sessions. The Sales Meeting Template will show you how to develop a meeting agenda. It’ll also give you several valuable suggestions and tips on better sales meeting planning.

sales-meeting-checklist.zip 5 Kb


Sales Objections Template

It is always a critical and hard task of salespeople and support specialists to process sales objections and customer complaints.  This Sales Objections Template is intended to help your sales & support staff to effectively handle customer issues and resolve objections. The template is recommended for use in sales training workshops.   

sales-objections-checklist.zip 4 Kb


Sales Opportunity Plan Template

Planning for sales opportunities is a business-critical process that can be presented as a sequence of several steps, such as Discovery, Analysis and Development. In this Sales Opportunity Plan Template we follow this idea. The template describes each of the steps. You can use it as a to-do list for planning your future sales activities.

sales-opportunity-plan-checklist.zip 2 Kb


Sales Order Template

This Sales Order Template describes how to manage a typical sales order in 5 major steps. Specialists from sales teams can use it as an additional guide. The template can be uploaded into VIP Organizer. You can use this software to edit and modify the template.

sales-order-checklist.zip 4 Kb


Sales Performance Template

This Sales Performance Template is created for business managers and owners in order to help them in defining essential areas and KPIs to be monitored on the Sales team’s activities to know if they have potential to work better. With a help of this template you can check what measures are to be taken under control in your corporate Sales department.   

sales-performance-checklist.zip 3 Kb


Sales Planning Template

This sales planning template describes workflow and examples of this process, along with giving some possible solutions. It is very important for sales planners to be aware of different factors and methods used for this arrangement, so their can reach really in-depth approach through creating multi-level sales strategy taking into account different factors. This sales planning template is composed of several smaller sales planning worksheets covering different topics such as sales planning steps and solutions, components of this process, etc.  

sales-planning-checklist.zip 4 Kb


Sales Presentation Template

Sales Presentation template is a 'to do list' for you to plan and prepare everything for a good sales presentation. Use this Sales Presentation template as a Template to avoid any smallest detail that can ruin successful impression upon the prospect. Sales Presentation Template

Sales Presentation Template

Sales Process Templates

This sales process template is created to help all beginners in sales and all business managers who would like to get their sales process improvement. It is impossible to give a strict sales process step by step plan on all aspects, because there is only a common definition of sales process stages, while each company and each salesman may contribute own vision and experience into sales process design to match many different specifics. This sales process template gives you the general sales process overview along with practical recommendations.  

SalesProcessChecklist.zip 6 Kb


Sales Promotion Plan Template

Sales promotion is a challenging task that a marketer needs to perform to reach an increase in sales and attract new customers. In this Sales Promotion Plan Template we describe how this task can be done. The template explains how to analyze a product, what promotion methods can be utilized, and how to plan for promotion budget.

sales-promotion-plan-checklist.zip 4 Kb


Sales Prospecting Plan Template

When planning for the prospecting process, you\'ll need to take a comprehensive look at your individual situation in order to understand current state of sales performance and then create a plan for generating new leads. In this Sales Prospecting Plan Template you can read about three basis steps that can help your business to create new leads and gain more prospects.

sales-prospecting-plan-checklist.zip 4 Kb


Sales Prospecting Template

Prospecting is a critical activity that ensures success of any retailer. Through prospecting retail companies can attract new clients, research target markets and create a sales strategy that ensures growing revenues. In this Sales Prospecting Template you can read many tips and suggestions about prospecting.

sales-prospecting-checklist.zip 4 Kb


Sales Qualification Template

In this Sales Qualification Template, three key steps to establishing a qualified selling process in a commercial organization are described. The steps are Prospecting, Qualifying Prospects and Getting Qualified Leads. The Template will be helpful for people involved sales and marketing activities.

sales-qualification-checklist.zip 4 Kb


Sales Representative Template

Often business companies need to employ additional workforce in their sales departments in order start selling more and reach new objectives. If you have the same need you can use the following Sales Representative Template to learn how to hire the best candidates to your new vacancy.  

sales-representative-checklist.zip 3 Kb


Sales Skills Template

This Sales Skills Template will show you a list of basic skills for selling, help you learn ways for improving your current sales skills, and also give you several useful tips on how to make your skills more efficient.

sales-skills-checklist.zip 4 Kb


Sales Tax Template

The sales tax is an occupation tax imposed on sellers’ receipts. If your organization is a retailer you must take care of managing this tax through calculating the taxable amount and auditing sales activities. This Sales Tax Template will be helpful for you.  

sales-tax-checklist.zip 3 Kb


Sales Team Template

This Sales Team Template explains how to recruit, build, develop, motivate and lead a group of salespeople. It will be helpful for sales dept heads, managers and other people involved in leading and managing sales staff of a business organization.

sales-team-checklist.zip 4 Kb


Sales Target Plan Template

In this Sales Target Plan Template you can read about four steps for sales target planning. The template tells you how to analyze current situation and set sales objectives, what tasks to do to plan for sales growth, and how to check sales performance status. It will be helpful for people involved in sales analysis and improvement.

sales-target-plan-checklist.zip 3 Kb


Sales Territory Planning Template

Once a sales representative has been assigned to a new territory, the hard work begins. This person needs to understand how to reach out to current customers and prospects and what strategy is applicable to the new environment. The following Sales Territory Planning Template will be helpful for sales representatives and other professionals who need to plan for entering new sales territories.

sales-territory-planning-checklist.zip 3 Kb


Sales Transition Plan Template

Planning for sales transition helps merging and growing organizations to solve sales-related problems with ease. This activity allows ensuring that revenues do not decline and that the tendency for growth remains stable. Read this Sales Transition Plan Template to learn what aspects to consider when planning for the transition activity.

sales-transition-plan-checklist.zip 3 Kb


Sales Training Checklist

This Sales Training Template will help you to organize effective training system at your company to make your salespeople using their improved sales skills to distribute your products and service with a new level of quality. With a help of this Sales Training Template you will be able to develop conception of sales training program for your organization.

sales-training-checklist.zip 4 Kb


Pre-Call and Post-Call Template

The Pre-Call and Post-Call Template is designed to help you to get prepared for having a sales-related talk with a prospective customer by phone. You can use this template to plan for a discussion with your prospect and to address any issues or concerns that the prospect might raise during the phone call.

pre-call-post-call-checklist.zip 3 Kb


Strategic Sales Plan Template

Growth in sales can be achieved if there is a strategic plan that describes specific steps for reaching higher performance and effectiveness of sales activity. In this Strategic Sales Plan Template you can find out how to plan for sales success in 4 steps.

strategic-sales-plan-checklist.zip 4 Kb


Simple Sales Plan Template

The selling process can be presented as a simple activity that takes a range of steps, such as goal setting, plan design, progress monitoring, and success celebration. In this Simple Sales Plan Template we describe these steps. You can use this template in combination with VIP Organizer software.

simple-sales-plan-checklist.zip 3 Kb


Salesforce Template

Salesforce Template is composed to help business owners & sales managers in their efforts to team up their newly hider salespersons and to make sure they are well-trained and responsible. Using this template you can learn how well the salesforce is introduced to processes & administrative matters.  

salesforce-checklist.zip 3 Kb


Yard Sale Template

A yard sale (also known as a garage sale) is a popular event to sell used goods and unwanted items. The following Yard Sale Template explains how you can plan and advertize this event and how to display your items for potential shoppers.  

yard-sale-checklist.zip 3 Kb

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NEWS

Aug 7, 2013
VIP Quality Software today announced the general availability of CentriQS 2.0 version. With new reporting solution users can access and integrate information from all departments or business functions to present data in visually compelling formats without any additional software tools. Discover the new feature

Jul 1, 2013
VIP Quality Software team continues working on new versions of CentriQS, small business management software that features enterprise-level functionality for task management and database customization. What’s new for spring 2013


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