For a limited time, we offer the following Sales Tools. All tools are free downloads for your personal use – but you may not distribute (commercially or otherwise) or make these files available for download elsewhere.
The Secret to Effective Sales Appointments – You walk into the appointment. Sit down. Shake hands. Mention the weather. You thank the buyer for the appointment. Say the same old things you say to everyone to “break the ice.” And awkwardly, abruptly move on to talk business. In this booklet, we’re replacing that old, boring approach with a new one, based on credibility, strong rapport, curiosity and smart questioning. Includes 26 tip, tactics and sample questions. PDF – Download
The Cold Call Tracking Sheet – A legal paper-sized document, this file is a simple but helpful tool for reps to track their appointment-setting ratios whether setting appointments for themselves or others. Microsoft Excel – Download
The Prospect Management Report – An easy-to-use, but powerful system for tracking and reporting the status on only your active prospects. Several helpful features include its auto-calculation of each prospect’s current sales cycle, recorded completion dates for each step in the sales process, and the ability for sales professionals to select from one of three “likelihood” gauges. Microsoft Excel – Download
The Quarterly Activity Report - This spreadsheet tool allows you to easily track the week-by-week sales activity and performance for one member of your sales team. And it’s easily customized and duplicated to be used for a complete sales team. Microsoft Excel – Download
The Daily Activity Report – Targeted at sales and service representatives, this very simple yet helpful tool assists you in documenting the day-by-day activities of your sales and service professionals, from cold calls to visits with existing customers. Microsoft Excel – Download
The Large Prospect Analysis - A tool for strategically thinking through winner larger or more complex new business. Record and share information with your partners and managers on decision-makers and influencers involved, their level of influence and personal interest in the deal, where you’re at in the sales process, competitive advantages that could or should come into play, important things that you don’t know about the opportunity, as well as a competitive snapshot, upcoming todos, and each others’ free-form notes on what should happen next. Microsoft Excel – Download
The Manager’s Coaching Log – A simple but useful document that enables a sales manager to log conversations with sales professionals to track progress towards goals to keep both parties accountable for results. Microsoft Word – Microsoft Excel – Download
The Sales Blitz Lead Sheet – If you’re conducting sales blitzes in a high activity industry, this is your lead tracking sheet. This form has been thoroughly field-tested. It’s durable, it works to collect the most pertinent information from your blitzing professionals, it makes it far easier to conduct and track the success of your sales blitzes. Microsoft Excel – Download
Sales Phone Tracker – Prospecting Pad A perfect companion for sales and small business people that use the phone to secure sales appointments. It’s easy to jot down the number of calls, contacts and appointments and calculate success ratios on a daily and weekly basis. A simple but useful tool to hold yourself accountable and keep activity levels up. PDF – Download
Sales Planner – Weekly & Daily – Easy to use desk pad which makes it very easy to keep track of proposals that need to be finished, paperwork that needs to be handed in, callbacks and target calls that need to be made and other reminders and quick notes.
PDF – Download Weekly Planner | Download Daily Planner
Account Analysis Questions – An 18-question resource to help you tactically analyze your position with existing clients and customers (focused on B2B) to assist in growing the business. Microsoft Word – Download
6 Ways to Get More Sales Appointments – It would be hard to argue, that in most b2b sales situations, nothing happens without appointments. No matter how good one sells, it can’t happen alone, you need prospects, and that all starts with the appointment. Tibor Shanto’s new e-booklet is a good but quick read and it focus on the heart of selling with six proven methods to help improve your appointment setting skills. PDF – Download
Powerful Sales Interview Questions – Whether you’re looking for a new sales position or your perfect sales candidate – this resource is for you! Built from the ground up, we’ve compiled this multi-page PDF file with sales interview questions. If you’re a sales person looking to get hired, these questions will help you prepare for your interview. If you’re a hiring manager or small business owner, use these questions to make sure you’re talking to candidates that the have the skills and qualifications you need – without unpleasant surprises. PDF – Download
The Five Principles of Sales Team Leadership – A straightforward set of principles and specific practices for local sales managers to connect with each individual on your sales team and coach them to personal success and team goal achievement. 12-page PDF – Download
All of these tools are free when you subscribe! Plus, we’ll help you gain confidence, streamline your sales routine, and better equip you to sell successfully with periodic ideas and tools and training opportunities NOT announced at SalesMarks.com.
