Playbooks & Tools
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Sales Operations Strategy Scorecard
Tools January 1, 2025A template to document your sales operations objectives, initiatives, measures, and targets for the next 12-18 months.
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Sales Playbook Template
Tools January 1, 2025An all-in-one playbook of information to help your sales reps sell your product/service in the most effective way.
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Sales Presentation Template
Tools January 1, 2025We created the Sales Presentation Template to provide you with a standardized presentation deck.
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Sales Productivity Metrics (Daily)
Tools January 1, 2025A worksheet to capture daily sales productivity metrics (dials, demos, etc.) for sales reps.
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Sales Productivity Metrics (Monthly)
Tools January 1, 2025Use this tool to collect Productivity Metrics, based on using our Daily Productivity Report template for each sales representative.
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Sales Productivity Metrics (Quarterly)
Tools January 1, 2025Use this tool to collect quarterly productivity metrics, based on using our Sales Productivity Metrics tool on a monthly basis.
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Sales Proposal Template
Tools January 1, 2025Use this template to provide your reps with a standardized and professional sales proposal.
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Sales Recruiting Assessment
Tools January 1, 2025Use this tool to measure your organization's sales recruiting effectiveness.
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Sales Script Template
Tools January 1, 2025A template to create a standardized sales script that helps your new reps perform faster.
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Sales Skills Assessment
Tools January 1, 2025Use this to evaluate the skills of new hires or seasoned veterans on your sales team.
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Sales Support Checklist
Tools January 1, 2025A checklist to ensure you have provided all the tools your sales team will need.
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Sales Support Effectiveness Survey
Tools January 1, 2025A survey to benchmark and collect data for sales support effectiveness.
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Sales Training Assessment
Tools January 1, 2025Use this to evaluate your company's sales training effectiveness.
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Sales Training Framework
Tools January 1, 2025Use this sales training framework to define the activities required to successfully create, plan, and execute a sales training plan.
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Sales Training Maturity Model
Tools January 1, 2025Our Sales Training Maturity Model was designed to help organizations by providing a road-map for improving their sales training efforts and capabilities.
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Sales Training Playbook
Playbooks January 1, 2025Use this step-by-step playbook and set of 27 premium tools and templates to develop a consultative approach to selling.
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Sales Training Training Course
Tools January 1, 2025This course has 6 video modules that will help you train sales reps on a consultative approach to selling.
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Scrum Master Checklist
Tools January 1, 2025Use this Agile Marketing tool to quickly review how well your team is doing.
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Search Engine Optimization (SEO) Training Course
Tools January 1, 2025Discover how SEO works and which best practices are required to get on to the top rankings to get free traffic. This course goes from fundamental concepts to intermediate optimizations, and then advanced implementation of SEO strategy.
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Selecting an Org Structure for Marketing
Tools January 1, 2025This How-To Guide was designed to help you understand what the common Marketing organizational charts look like, the pros and cons of each structure, and how to select the best org structure for your company.
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