Tools & Toolkits

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Risk Analysis Fishbone Template

A root-cause analysis tool, or "fish-bone diagram", to identify and document potential risks.

Risk Assessment Template

Use this to document risks, assess their impact and probability, and develop risk mitigation plans.

Risk Management Plan Template

Use this template to define how risks associated with the project will be identified, analyzed, and managed.

Risk Mitigation Checklist

A checklist to help you mitigate risks and ensure success on your project.

Sales & Marketing Alignment Tool

Use this tool to assess the alignment between your Sales and Marketing functions.

Sales Enablement Metrics Dashboard

Use this tool to define, track, and report on your key sales enablement performance metrics.

Sales Enablement Plan Methodology

Use this step-by-step planning methodology and set of 35 premium tools and templates to create a comprehensive sales enablement plan.

Sales Enablement Readiness Assessment

Use this tool to help you measure your organization's readiness for a Sales Enablement initiative.

Sales Enablement RFP Template

A template to create an request for proposal (RFP) for a sales enablement system.

Sales Enablement Solutions Matrix

Use this matrix to obtain info about key sales enablement system vendors.

Sales Enablement Strategy Scorecard

A template to document your sales enablement objectives, initiatives, measures, and targets for the next 12-18 months.

Sales Forecast Tool

Use this tool to prioritize and manage sales opportunities.

Sales Forecasting Chart

This tool enables you to easily create charts for actual and forecasted revenue.

Sales Playbook Template

An all-in-one playbook of information to help your sales reps sell your product/service in the most effective way.

Sales Presentation Template

We created the Sales Presentation Template to provide you with a standardized presentation deck.

Sales Productivity Metrics (Daily)

A worksheet to capture daily sales productivity metrics (dials, demos, etc.) for sales reps.

Sales Productivity Metrics (Monthly)

Use this tool to collect Productivity Metrics, based on using our Daily Productivity Report template for each sales representative.

Sales Productivity Metrics (Quarterly)

Use this tool to collect quarterly productivity metrics, based on using our Sales Productivity Metrics tool on a monthly basis.

Sales Proposal Template

Use this template to provide your reps with a standardized and professional sales proposal.

Sales Script Template

A template to create a standardized sales script that helps your new reps perform faster.

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