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A sales contract is a formal document detailing the pricing, scope of work, deliverables, timelines, and service terms for a customer to agree to and sign. Preparing one requires establishing an offering for the customer, setting the price, and indicating the terms associated with the

Estimate proposal templates let you quickly and consistently detail pricing information for your leads or prospective customers. Templates ensure all product or service options are clearly outlined in your proposal, which builds trust and can be the determining factor on whether or not someone chooses

Sales plans enable businesses to set measurable goals, identify resources, budget for sales activities, forecast sales, and monitor business progress. These all contribute to guiding the sales team toward the company's overall strategy and goals. In this article, we explore how to create a sales

Sales funnels visualize where prospects are in the buying journey of a sales process and assist in lead generation and sales forecasting. Creating a sales funnel involves understanding your company’s sales process, breaking it down into stages, and designing your funnel visual before entering customer

Using a sales forecast, business owners can create realistic projections about incoming revenue and business performance based on their current data and how they have performed in the past. Sales forecasts may cover weekly, monthly, annual, and multi-annual projections, and can be done using Google

A business proposal is a document sent to a prospective client that outlines a firm’s product or service offerings. It also explains how you will provide a solution, the cost, timeline, and qualifying information, such as your background and prior work experience. In this article,

While sales and marketing typically operate in separate silos, bringing them together through strategic sales and marketing alignment is one of the quickest ways to boost sales and improve customer retention. In this article, we provide a step-by-step guide that explains how to align sales

Sales targeting is a strategy for prioritizing the deals, leads, or sales prospects most likely to convert, or which are most profitable for your business. The idea is to optimize the efforts, resources, and time spent on sales and marketing activities to get the best

Maximizing the use of customer relationship management (CRM) software is only possible when team members know how to use its various functionalities. It is crucial they understand how the use of the tool fits into their day-to-day business processes. In this guide, we share seven

A customer relationship management (CRM) strategy is an organization’s plan of action to leverage available customer data to improve their relationship. Successful implementation of CRM strategy requires reviewing your business strategy, mapping your customer journey, understanding your team dynamics, and selecting the right tools needed

Cold emails are marketing emails you send customers who have no previous connection with your brand to build a relationship with them. Success with cold emails hinges on your ability to entice the recipient to open and read your message and respond positively to your

A sales commission structure is a system that outlines how a company compensates its sales reps for the sales they make. It also helps motivate sales professionals to maintain or improve their overall performance. Commissions can be paid out weekly, biweekly, or monthly. The first