The Sales and Marketing Pack is an excellent solution for operating a more proficient marketing or sales department. This collection of Excel templates offers you tools and forms to create a foundation for effective control and management today.
Key Resources include:
The Credit Application for business-to-business credit applications with Credit History to help you keep track of a customer's past credit performance.
The Direct Marketing Program Analysis helps calculate the revenues, costs, and the break-even point associated with each marketing program.
The Historical Cash Flow creates parallel monthly cash flow statements.
The Mileage Tracker keeps track of traveling expenses.
Monthly Sales Projections helps project sales and compare them to actual sales.
The Project Report helps report your project milestones and accomplishments.
The Project Cost Summary records project costs and compares them to actual project costs.
The Quotation Request presents detailed project tasks and costs.
The Sales Commission Report tracks a sales representative's information necessary to calculate a commission.
Sales Goals tracks monthly sales targets for several products and compares them to the actual data.
The Sales Planning Worksheet plans weekly sales through revenue and expense activities per representative.
The Sales Prospect Form is used to record contact and correspondence information on a sales prospect.
The Sales Projection Form is a form to forecast product sales via existing and new customers and planned versus actual figures.
For whom: Great for small business owners, sales executives, sales & marketing managers, entrepreneurs and others
What it does: It provides with more than ten highly functional templates to manage sales and marketing activities at your company.
Designed by: MBAs with dozens of years of sales and marketing experience. Design is based on expert marketing models followed by thousands of successful business professionals.