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Sales Tools/Templates

Bringing you the latest tools, templates and checklists you can download to improve your personal sales, management and business practices.


Customer Service

Customer Service Representative Job Description (CPSA)



Marketing

Marketing Rough-in Planner (CPSA)

Identify productive marketing strategies/ventures.


Sales Management

Candidate Sales Presentation (role-play)

Ask sales candidates to "sell" you a product or service during a job interview.

Cost of Sales Tool (template)

Useful in determining which of your customers are providing the best return for the company. Determine the cost-of-sales percentage and gross profit per customer.

Ethics Questionnaire for Sales Representatives (CPSA template)


Ethics Questionnaire for Sales Managers (CPSA template)


Ideal Sales Candidate Profile (CPSA template)

Key characteristics, competencies and skills

Individual Leadership Development Plan Worksheet New


Key Sales Competencies for Sales Representatives (CPSA)

Outline of "must have" competencies for sales representatives. For a detailed listing, click here

Sales Candidate Recruitment Plan (CPSA)


Sales Expense Policy (CPSA)

Written policy guidelines for common sales expenses.

Sales Expense Report (CPSA)

Business expense report to track and approve expenses.

Sales Representative Job Description (CPSA)


Sales Management Job Description (CPSA)


Offer of Sales Employment (CPSA)


Sales Representative Knowledge and Skills Evaluation (CPSA)


Sales Representative Consultative Selling Skills Evaluation (CPSA)


Sales Representative Attitude and Motivation Evaluation (CPSA)


Sales Territory Objective Plan (CPSA)

Build departmental objectives and developing territory performance expectations for salespeople.

Telephone Reference Check (CPSA)

Ask questions of a candidate’s references and record the answers.


Sales

Building Rapport with Four Styles of Communicators/Buyers (CPSA)

Tactics and strategies for adapting your communication style to different buyers.

Competitor Analysis Outline (CPSA)

Analyze your competitors by industry, product or segment.

Competitive Advantage Statement (CPSA)


Customer Value Equation (CVE) (CPSA)

Definition of the elements that make up your Customer Value Equation

Follow-up Letter (template)


Sales Compliance Principles, Strategies and Tactics (CPSA)

Listing of the 8 sales compliance principles that form the sales process.

Sales Pipeline Funnel Diagram (CPSA)


Sales S.W.O.T. Analysis (CPSA)

Breakdown the (S)trengths, (W)eaknesses, (O)pportunities and (T)hreats to selling your company’s products/services in the marketplace.


Self-improvement

Personal Development Plan (CPSA)

Outline your personal and professional goals.


Training Resources

Ball Toss Exercise

Meeting ice-breaker to get participants to mingle and form groups.

Creative Thinking Exercise

Encourage your meeting participants to brainstorm.

Crossing the Line: Co-operation Versus Competition Game

Game for fostering cooperation between sales and other departments.

Customer Connection

Team-building exercise for encouraging proactive customer service.

Hertzberg Motivators and Hygiene Factors Diagram


Maslow′s Hierarchy of Needs Diagram


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