This tool is designed for use by business-to-business marketers (B2B) and/or marketers that require a sales force to sell to the trade or end users. It will help you determine if your organization's sales capabilities are in line and appropriate for helping your organization compete and achieve your overall business financial goals.

This tool will help you determine the optimum size of your sales team based on the number and types of customers/prospects that you have, the frequency of calls that must be made to them, and the percentage of time that salespeople can devote to actually making calls on customers/prospects.

Use this tool to calculate the size of your marketing campaign and the number of leads that you need to generate from the campaign in order to achieve the desired gross revenue for the campaign based on the average transaction value.

Use this tool to evaluate each sales opportunity to determine if it is a “Win-Win,” “Winnable” or “Worth winning.” Why use this tool? The underlying purpose is to help better allocate your resources to sales opportunities that fall into the aforementioned quadrants, rather than spending time, money and other resources on opportunities that will not convert or take too long to convert to a sale.

Use this tool to compute the number of calls to prospects that sales representatives need to make a week in order for your company to achieve its annual sales goal. 

This tool will help you conduct “what-if” analysis for optimizing your sales coverage for either a direct sales force that has face-to-face contact with customers/prospects or a telesales sales force based in a call center. The tool will calculate the expected gain or loss in closes, revenues and profits based on the variables that you enter. 

Use this template to develop your long term sales (account) plans for each of your prospect or client (customer) account for your sales organization.

Use this template to develop your account executive’s sales account plans for each of your prospect or client (customer) accounts for each of your sales associates in your sales organization.

This tool calculates the sales leads needed in the pipeline to achieve a given revenue target for a specific period based on the values entered into the input boxes on this tool. The computations are tied to a specified period and not a specific marketing program or campaign.