Infographics

Virtual Meeting Checklist

Virtual Meeting Guide

Whether you’re preparing for a virtual board, client, internal team, or vendor meeting or simply looking to boost your virtual meeting skills, this guide serves as a resource. The overall goal is to help teams navigate the world of virtual meetings with ease and confidence.

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Overcoming Sales Objectives

Overcoming Sales Objections

Our guide equips you with an understanding of common sales objections and effective techniques to confidently address them. Learn how to navigate conversations with potential clients and turn objections into opportunities for success.

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Employee Annual Review Form

Designed to streamline the performance review process, this resource offers a structured approach for evaluating your sales representatives’ achievements and identifying areas for improvement.

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90-Day Sales Manager Onboarding Plan

Effective onboarding is essential to integrating new hires into your organization. Our 90-day onboarding plan will provide you with a clear roadmap of tasks and objectives that will help your new sales manager succeed.

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Gaining a Competitive Advantage in the New B2B Buyer Funnel

Gaining a Competitive Advantage

The B2B funnel is changing the way sales are converted. What’s changed? What can sellers do to adapt and gain a competitive advantage moving forward? Our infographic dives into these questions and more.

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7 Ways to Enhance Sales Performance

If you are ready to improve sales performance, make sure you are incorporating these 7 items into your strategy. Complete with a library of helpful articles, this tool will guide you in taking your organization to the next level.

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Sales Strategy Checklist

Mapping out the key elements of your sales strategy will ultimately lead to improved results. Follow our checklist to ensure you are covering the right components.

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Social Media Plan Checklist

To ensure the success of your social media marketing efforts, it’s important to have a solid plan in place. Use this checklist to guide your social media planning process:

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Sample Client Survey

Learning from what worked to secure past customers can inform and enhance how you sell to new and similar customer types. See our example to help you create your own client survey.

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Roleplay Feedback Tool

Roleplays are an essential part of sales training and development. Use our tool to provide relevant feedback on the sales scenario(s) you are practicing.

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Sales Plan Checklist

Building a plan of action to help your organization and sales team achieve their goals is easier than you may think. Our checklist will provide the key elements to incorporate for an effective sales action plan.

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Job Description Template

Our template will provide the necessary elements to create a well-thought out job description, which will help you attract talented candiates with the qualifications and experince you require.

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Sales Compensation Checklist

The ideal sales compensation plan motivates your team to take actions that help them – and the company – make the most money. Download our checklist for tips on how to compensate your sales team based on your goals.

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