Sales management tools are applications, programs, or software that provide business owners, managers, and supervisors tools such as reporting and dashboards to help them visualize team performance and identify areas for improvement. We reviewed dozens of applications and arranged this list of the 15 best sales management tools for helping sales team leaders be most…
Sales Reports: The Ultimate Guide (+ Free Template)
A sales report is a summary of data displayed in a way that shows business owners how their teams and campaigns are performing. These reports can help organizations target and measure the right sales goals using spreadsheets or customer relationship management (CRM) software, and commonly include measuring sales activities, revenue, and leaderboards. Table of Contents…
The Ultimate Guide to Sales Forecasting + Free Template
Sales forecasting involves estimating future sales or revenue. It’s done by examining past sales performance while considering upcoming campaigns, initiatives, or marketplace trends. You can forecast sales by multiplying the value of your sales pipeline by the probability of closing those deals, or by multiplying your historical periodic performance by your current growth. Using a…
Unique Selling Proposition: Definition, Examples & Benefits
A unique selling proposition (USP) is the reason your product or service is different from the competition and answers the customer’s question, “Why should I buy your product instead of someone else’s?” Creating one for your business means identifying the factors that set you apart and crafting a message that ties them to your customer’s…
Free Sales Call Report Template: PDF, DOCX & Auto-CRM Reports
Sales call reports provide information on engagements with prospects and customers and clarity around lead or deal status. They can also highlight trends and identify areas for improvement. We’ve provided two free sales call report templates that can be printed as PDFs or saved and edited as Word documents to help you create your own….
How to Implement Sales Territory Management in 5 Steps
Sales territory management is a process sales teams use to assign leads or accounts to specific salespeople based on geography, industry, product, or account size. This eliminates overlap between sales reps and clarifies who is responsible for specific opportunities. Territories are managed by assigning segmented prospects to individual team members who are given specific goals….
The Ultimate Guide for Account Management 2020
Account management is a role for sales professionals after the sale is closed by the account executive. An account manager is the go-to person for clients and is responsible for nurturing relationships with a defined portfolio of customers, helping them find solutions to new problems, and selling them upgrades or additional products and services. How…
How to Start & Manage a Help Desk – The Ultimate Guide
Help desk professionals manage customer service requests and address support tickets. Often, they also use specific software which, when used properly, can save time, effort, and money. Creating a help desk service consists of assessing your needs, training staff, and giving them tools to help them respond to customer concerns before the competition does. We…
What Is Lifestyle Segmentation? Definition & How to Use It
Lifestyle segmentation is a categorization of target audiences by how they live, which includes activities like healthy eating, staying active, and participating in sports and other hobbies. It’s best for companies whose customer lifestyles drive their purchasing decisions like shoe purchases for active moms. Benefits include customized messaging and better rapport-building, which increases sales. If…
What is Market Share & How to Calculate It
Market share is a measurement of the percentage of an overall customer base an individual business has captured. Calculating market share for your company involves dividing the total sales for your company during a given period by the total amount of sales for a market—usually expressed in dollars—telling you how much you control. One of…
What Is a Sales Funnel? An Ultimate Guide
A sales funnel is the journey a customer or prospect follows from the time they become aware of who you are to buying your product or service. This journey can be represented by a graphical image that breaks the lead’s development out into a series of steps designed to increase engagement and trust. How a…
7 Free Estimate Templates to Help You Win More Deals
An estimate template is a reusable form that can be sent to customers to provide a breakdown of the costs associated with a project or product purchase. Estimates should include both the materials and labor involved, and these templates are designed to be easy to use for a variety of businesses. is a customer relationship…