PointClear has developed a comprehensive Lead/Revenue Calculator that factors in metrics frequently ignored in the planning process, and addresses other shortcomings often found in these sorts of tools. This is a model you can adjust to fit your company; so multiply, add zeros, adjust percentages or make whatever other changes you feel will shed light ... Read Post
Tools
Deal Assessment Scorecard
It is always better to have less but more highly qualified opportunities in your pipeline than it is to have a lot of poorly qualified ones. Resources and focus are better served where you have a realistic chance of success. This tool will help you evaluate opportunities and see if they are worth pursuing. Read Post
Mobile App Testing Checklist
Without a doubt, mobile apps can provide great benefits to small business owners. With mobile apps, a small business can reach new customers and provide a better experience to existing ones in a convenient way. However, these benefits can only be delivered when the mobile app works as expected. Many businesses don’t realize the importance ... Read Post
Sales Opportunity Evaluation Scorecard
Identify and evaluate any sales opportunity to prioritize your sales pipeline and keep it accurate and actionable. Learn How to Identify a Good Sales Opportunity Nancy is a sales rep for a company that sells office furnishings. They include chairs, desks, couches, conference tables and any other such items needed. Nancy’s company generally qualifies opportunities with this ... Read Post
The Account Profiler
Qualify accounts and track information about contacts, sales account profile, and sales in process. Knowing Your Buyer The first and most important thing you’d like to know about the decision-makers in your prospect company is: what is motivating them to be interested in your product or service? In other words, you want to discover the ... Read Post
Your BANT Sales Qualification Tool
Salespeople know that qualifying opportunities with the BANT Method (budget, authority, need, and timing) is quick and effective. Try our version of Bant sales qualification too for free. Budget + Authority + Need + Timing The first thing to know when sounding out a prospect company, of course, is if there is a budget available. In ... Read Post
Qualifying Lead Opportunity Tool
Increase the chance of a successful close with a free tool to help you effectively qualify any opportunity in your sales process. Clearly Defining the Opportunity Defining an opportunity can only be done through communication with the prospect company, as in-depth as possible. It may be possible with the initial person who contacted you in ... Read Post
The Raybec Sales Effectiveness Scorecard
Sales strategist Robert Beckerman has designed a tool to help you build stronger relationships with prospects and clients. Are Your Sales Methods Effective? Are you ready to ask yourself some really important and possibly difficult questions? The answers to these 10 questions will help sales professionals focus on core issues that may be holding them ... Read Post
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