Sales Process Flowchart Template [Download]
Use this sales process flowchart template to guide your potential customers from first conversion to close.
Sales Performance Review Template: Enhance Your Team’s Success
Here’s a downloadable sales performance review template that helps you assess your sales team against their quota and objectives.
Sales to Customer Success Handoff Template [Download]
Make a smooth and seamless transition for new customers by using this sales to customer success handoff template.
Lead Scoring Template: Improving Sales Efficiency
Prioritize the best leads by using this lead scoring template. Learn how to determine what characteristics make a high quality lead.
Software Evaluation Template: Choose The Right Tech For Your Business
Here’s a customizable software evaluation template that will help you assess different vendors and choose the right one for your company.
5 Steps To Create an Ideal Customer Profile (Free ICP Template)
Building your ideal customer profile (ICP) will improve website conversion, win rates and retention. Use this ICP template to get started!
Sales Meeting Cadence Template (+ Excel Example)
Do you have an operating rhythm for your meetings? It’s when you have a set of consistent meetings that have a specific objective and involve the right stakeholders that aim to address one specific goal. In a sense, it’s a meeting cadence that helps your company move towards your goal. Each meeting provides a checkpoint…
What Is MEDDIC Sales Process And How to Use It? (+ Free Template)
The MEDDIC sales process is a step-by-step qualification methodology that can help salespeople focus on winnable deals. As you know, unqualified opportunities can drag on for long sales cycles. MEDDIC helps reduce the risk by providing important questions to determine if an opportunity is worthy of pursuing. In this blog post, we’ll outline the steps…
Apollo.io Review 2024: An Honest Assessment
Looking for a powerful sales tool to help you find and connect with new prospects? Check out our Apollo.io review, the all-in-one platform.
Mutual Action Plan: How to Close Deals Faster
A Mutual Action Plan (MAP) is a joint plan between buyer and seller that outlines the necessary steps to complete a buying process. This working document outlines the critical steps to close a deal, including milestones, deadlines, and roles and responsibilities.