GAP Analysis Tool (Basic) - GAP Analysis is an excellent method for brainstorming how to improve your processes and operations. Use our GAP Analysis Tool to document target items, current state, goal state, timeline, and action items for resolving the GAP.
Sales Operations Prioritization Tool - Use this tool to evaluate your sales operations initiatives based on their strategic fit, economic impact, and feasibility. Once you have ranked each project, view the bubble matrix chart and communicate the findings of your analysis.
Sales Operations Strategy Scorecard - Use this tool to document Sales-based objectives, initiatives, measures, and targets, for the next 12-18 months.
Sales Effectiveness Strategy Scorecard - Use this Sales Effectiveness Scorecard to document sales-based objectives, initiatives, measures, and targets, for the next 12-18 months.
Sales Analysis Tool – Use this tool to analyze product/service sales, channel sales, sales by representative, market segments, and sales team goals.
Sales Call Reporting Tool - The purpose of this tool is to assist you with reporting on sales call results. This tool can be used in conjunction with Key Account Plans to strategize and report on new business opportunities with senior management.
Sales Productivity Metrics (monthly) – Use this tool to collect productivity metrics, based on using our Daily Productivity Report template for each sales representative.
Operations Manager Job Description – Use this template to complete an Operations Manager Job description.
Sales Training Assessment - Use this tool to assess your sales training effectiveness in terms of Process, Self-Management & Planning, Business Development, Sales Presentations, Relationship Management, and Closing Sales.
