Grow your revenue- resources for sales teams
Looking to bring more structure into your sales team’s efforts? Then look no further! We have the resources for you.
Every business should review their teams to make sure that tasks are being completed accurately, efficiently & consistently.
In this article we’ll look at how the Adworth Sales Template set can help you streamline your business & increase sales-
The Company Structure
This may seem like a simple thing to cover, but it’s importance can’t be overstated. A simple sheet goes a long way in outlining the structure of your business.
Top tips when editing this template:
- Group people with the same title together
- Include assistants' names where necessary
- Add email addresses where required
This template is great for showing the support that sales people can leverage if they need it.
Organogram template : features
- Editable Excel document
- Uncomplicated structure
- Easily reproduced if needed
The next step in our sales resources is the sales process-
The Sales Process
A sales process document is vital in providing structure to your sales force. It helps your team prospect, qualify leads and ultimately close deals.
Top tips editing this template:
- Keep sentences short & punchy
- Include names & contact info of key support personnel
- Update often to reflect your changing business
Sales Process : features
- Editable PowerPoint document
- Designed to be easily legible
- Includes the sales process cycle
Now that you’ve got the basics done, it’s time to train your staff!
The Sales Training Manual
Training your sales team doesn’t need to be difficult. We’ve put together a comprehensive manual to help your team successfully sell your offerings.
Top tips when editing this template:
- Ensure it's updated frequently to reflect changing tactics
- Keep text short and punchy
- Include pictures for visual interest
Sales Training Manual Template : features
- Editable Word document
- Designed to save you time by including hints and relevant links for more information
- Easy editing
- Includes monthly KPI tracker document
- Includes motivation ideas
Note on sales training- selling is a team sport. Focus on building support for your sales staff and you’ll see their motivation grow.
Additional documents in this pack include-
The Stock Keeping Process
There’s no point in having excellent sales if you have stock issues. This will just result in frustrated sales agents and clients alike. Make use of our stock control template to ensure your business can provide your goods or services as sold.
Top tips when editing this template:
- Always ensure it's kept up to date
- Have a policy that staff report inconsistencies immediately
- Make one person responsible for updating this template
Stock Sheet Template : features
- Fully editable Excel document
- Designed to save you time by including auto-calculation on totals & VAT
- Colour-coded for easy identification
- Profit margin calculation included
The Weekly KPI tracking
Key Performance Indicators (KPIs) are vital sales resources when measuring the success of your team’s efforts. You can use these metrics in reports on how the team is doing, or in individual assessments.
Top tips when editing this template:
- Set a day (e.g. Friday) when KPIs are emailed to the relevant line manager
- Ensure copies are saved judiciously
- Be sure to check each indicator to ensure it's relevant to your business
Weekly KPI Tracker Template : features
- Fully editable Excel document
- Allows sales agents to list potential clients
- Give sales agents control of their sales
- Helps management with staff evaluations
The Commission Claim Process
Sales agents need a document to track commissions. Give your team the tools to managing their own income by using this commission claim form.
Top tips when editing this template:
- Make sure the client has met your company's payment terms prior to adding to the claim form
- Be sure to edit the commission percentage cell
- Ensure staff submit to management for sign off
Commission Claim Form Template : features
- Fully editable Excel document
- Designed to save you time by including auto-calculation on total commissions due
- Easy for finance team to use
- Easily trackable with space for invoice numbers
Looking to purchase this document template set?
Do you have any questions about the sales resources template set? Reach out to us here and we’ll respond within 24 hours.
Hey, I'm Kalyn. I hope you enjoyed reading this post.
If you want our team’s assistance, reach out here
Subscribe
Login
0 Comments
Newest
Jump to:
About Us
South Africa’s first integrated business building platform, built with flexible protocols to scale with your business goals. Join us at any stage of your entrepreneurial journey and gain access to everything you need – all under one roof.
