Boost your sales and marketing team's productivity with over 10 versatile templates, including Credit Application, Credit History, and Direct Marketing Analysis. Streamline your sales activities, manage customer data efficiently, and increase your success rate with ease.
If you're searching for a powerful Excel templates pack to smoothly run your sales and revenue efforts, then the Sales & Marketing Pack is a must-have. This pack consists of various tools such as Credit Application, Credit History, Direct Marketing Analysis, Historical Cash Flow, Mileage Tracker, Monthly Sales Projections, Progress Report, Project Cost Summary, Quotation Request, Sales Commission Report, Sales Goals, Sales Planning Worksheet, Sales Prospects, and Sales Projections.
The FastStart Sales and Marketing Pack serves as an excellent foundation for effective control and management of your marketing or sales department. The Credit Application is a tool for business-to-business credit applications, whereas Credit History helps you keep a close eye on a customer's past credit performance.
For Direct Marketing, the Direct Marketing Program Analysis enables you to calculate the revenues, costs, and the break-even point for each program, enhancing its effectiveness. Through Historical Cash Flow, you can create monthly cash flow statements in parallel to analyze your finances.
For keeping expenses in check while traveling, Mileage Tracker helps track traveling expenses. Further, Monthly Sales Projections enable you to project sales while also comparing them to actuals to create a useful analysis. Progress Report helps report project milestones and accomplishments, while Project Cost Summary records all project costs for better expense management.
The Quotation Request presents detailed project tasks and costs, Sales Commission Report captures rep's necessary information to calculate a commission, and Sales Goals tracks monthly sales for various products along with their actuals. The Sales Planning Worksheet presents a structured plan to keep your sales team working towards your desired objectives.
Overall, the Sales & Marketing Pack is an essential tool for effortless sales and revenue efforts while ensuring better control and management of your sales and marketing department.
The FastStart Sales and Marketing Pack serves as an excellent foundation for effective control and management of your marketing or sales department. The Credit Application is a tool for business-to-business credit applications, whereas Credit History helps you keep a close eye on a customer's past credit performance.
For Direct Marketing, the Direct Marketing Program Analysis enables you to calculate the revenues, costs, and the break-even point for each program, enhancing its effectiveness. Through Historical Cash Flow, you can create monthly cash flow statements in parallel to analyze your finances.
For keeping expenses in check while traveling, Mileage Tracker helps track traveling expenses. Further, Monthly Sales Projections enable you to project sales while also comparing them to actuals to create a useful analysis. Progress Report helps report project milestones and accomplishments, while Project Cost Summary records all project costs for better expense management.
The Quotation Request presents detailed project tasks and costs, Sales Commission Report captures rep's necessary information to calculate a commission, and Sales Goals tracks monthly sales for various products along with their actuals. The Sales Planning Worksheet presents a structured plan to keep your sales team working towards your desired objectives.
Overall, the Sales & Marketing Pack is an essential tool for effortless sales and revenue efforts while ensuring better control and management of your sales and marketing department.
What's New
Version 5.0: N/A