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“I like to think of sales as the ability to gracefully persuade, not manipulate, a person or persons into a win-win situation.” – Bo Bennett, renowned US author, and entrepreneur.
This quote has tremendous significance for businesses. When you have an efficient sales team, you can expect business growth and increased customer trust and loyalty. Your company’s brand image is also enhanced, and you can reach out to a larger audience, meet their needs, earn revenue, and earn positive reviews.
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Having a decent sales team helps you in many ways. Some of these are:
- An improvement in how you maintain customer relationships
- An enhanced customer experience, which often leads to customer retention
- A boost in collaboration
- Smarter goal alignment
- Improved Feedback
- Better lead generation
- Enhanced customer service
- Access to Improved data
After looking at all these positive impacts of having a good sales team, you might want to ensure that your salespeople have every tool they need to monitor progress and do their jobs better. A sales checklist is a handy tool that allows you to do that.
If you are a salesperson, you will also appreciate a sales checklist that allows you to see progress on your goals and carve a plan. If you are looking for a decent sales checklist, then you at the right blog. Here, you can view and download the top 10 sales checklist templates with examples and samples and use them as per your needs.
All the templates are great to look at, 100% editable and customizable, and have some content ideas that you can use as they are or edit to meet your needs. You can use these decks to be presentation-ready in a few minutes, with this saved time being devoted to generating more sales or achieving more goals.
Do you want a customer checklist template, too? Consider top 10 customer checklist templates with samples and examples.
Let’s explore our best-in-class sales checklist templates.
Template 1 Virtual Sales Enablement Checklist PowerPoint Presentation Slides
This PPT Template, a digital transformation deck, assesses the status of digital advancement in an organization and highlights concerns, such as high infrastructure costs, service delays, etc. The deck incorporates a comparative analysis to check the extent of the existing digital enablement of an organization. This digitalized business PPT displays trends associated with digital enablement and their consequences. It also focuses on dimensions where an organization can advance the use digital technology, such as operations and processes, workflow, applications, etc. The Digitization framework module also assesses staff performance, firm capabilities, and training to enhance their existing skill set. Lastly, it exhibits the need for a Chief Digital Officer and their 30-day action plan and aids in determining the impact of the implementation of digital enablement and securing adequate budget. Get it today.
Template 2 Checklist to Sharpen Opening Conversations in Sales Training PPT
Opening conversations are critical in every sales pitch or attempt. Thankfully, this deck focuses on the guidelines for developing or sharpening the opening sales conversation. It highlights that our opening conversation must be brief, clear, precise, relevant, and unique. It also explains each of these in detail. For instance, if something is brief, it won't require too much time to say. Get it today!
Template 3 Checklist for Sales Lead Generation
Using this PPT Template, which defines the checklist for sales lead generation, you can easily gain full control of the arena. It creates a long-lasting impression and focuses on essentials like finding prospects using social media, referrals from existing clients, blog writing, revisiting lost opportunities, attending networking events, implementing email sequences, and working with a personal network. Get it today!
Template 4 Sales Onboarding 30-, 60-, and 90-Day Checklist
The following deck highlights a checklist for sales onboarding for 30, 60, and 90 days to engage and train new salespeople who have joined an organization. It includes goals like learning goals, action goals, and personal goals that have to be attained in 30, 60, and 90 days. For instance, one must learn the goals and values of the organization in 30 days or craft a plan to update the sales strategy in 90 days. Get it today!
Template 5 Sales Team Pre-Boarding and Induction Checklist
This slide focuses on pre-boarding and induction of new sales recruits. The PPT Template also mentions pre-boarding steps like engaging with the new sales recruits 15 days before they start the job, sending them the key content, sharing success stories, etc. It also focuses on email and administrative preparation tasks like ensuring that the email of the new hire is accessible, sharing HR information, providing them with the agenda for the first day, etc. Get it today!
Template 6 Quarterly Checklist for New Product Launch and Sales Plan
You can use this PPT Layout if you have launched a new product or are about to launch one. It focuses on stages like product development, closed beta, open beta, and product launch. It also specifies how many quarters will be needed for each stage and who will take ownership of which tasks. The PPT Template also shares the completion status. Get it today!
Template 7 Sales Enablement Checklist PowerPoint Template
If you want better sales enablement, then this PPT Template is an impressive choice. It focuses on marketing activities like planning content creation around the sales pipeline, using sales feedback to create content they can use, ensuring sales content lines up with sales methodology, etc. The PPT Slide highlights sales activities like giving marketing visibility to the sales pipeline, offering feedback on content usage, providing marketing visibility into buyer behavior, etc. Get it today!
Template 8 One-Pager Sales Tax Audit Document Request Checklist PPT
Meant for retailers, this one-page sales tax audit document request checklist will save you a lot of hassle. The PPT Template has columns like name, priority, status, complete, etc. It also includes categories like retailers' key duties, taxable property, sales tax audit, etc. You can customize the slide, however you want and change all the text or columns. All busy retailers must get it today!
Template 9 Checklist to Track Essential Activities for Sales Enhancement
Tracking sales efforts is essential for any organization, and this one-page checklist can help with that. The PPT Template has a section for activities and sections that mention whether the activities have been completed or not. There's also a column for comments wherein you can add any comments you want. Examples of the activities you can track include demonstrating the highest levels of integrity, identifying key requirements of the clients, asking for referrals, empathizing with buyers, etc. Get it today!
Template 10 Sales Sheet Summary with Checklist PPT
Are you looking for an A4 size PPT Template that you can use to present a Sales Sheet Summary? If so, this presentation template is useful as it explains what a sales sheet is, defines the autonomy of a profit-producing sales sheet, mentions the basic fundamentals for a sales sheet, highlights the steps to create a profit-generating sales sheet, and provides a quick review checklist for an effective sales sheet. Get it today!
BOOSTER DOSE FOR YOUR SALES PERSONNEL IS HERE!
The world of sales and marketing has changed dramatically in the past few years. Everything from lead generation to the sales process and sales performance management to sales reporting has changed as well. If you want to enhance the efficiency of your salespeople, you can get them the innovative decks by SlideTeam that help them manage their efforts, keep track of things, and report accurately.
These PPT Templates are meant to help salespeople become presentation specialists without spending hours in the process. You can download one or more of these decks instantly and make them presentation-ready in a few minutes. Don’t wait! Get them now!
PS Planning to launch a product soon? Get these top 10 product plan checklist templates with examples and samples.
