{"id":8030,"date":"2014-10-02T01:34:00","date_gmt":"2014-10-02T01:34:00","guid":{"rendered":"http:\/\/www.matthew-j-smith.com\/?page_id=8030"},"modified":"2014-10-03T18:26:36","modified_gmt":"2014-10-03T18:26:36","slug":"sales-planning-tools-and-templates","status":"publish","type":"page","link":"https:\/\/www.matthew-j-smith.com\/?page_id=8030","title":{"rendered":"Sales Planning Tools and Templates"},"content":{"rendered":"<p>During our 3FORWARD days Dan Hudson and I developed a great library of resources. \u00a0 These are\u00a0sales management tools, pipeline templates and other resources perfected during our client engagements and many of the best of those\u00a0resources are\u00a0available here as downloads for anyone to use. \u00a0Feel free to put them to use, hopefully they help you get the results you&#8217;re looking for just a little bit quicker!<\/p>\n<table class=\"mceItemTable\">\n<tbody>\n<tr>\n<td style=\"background-color: #dbdbdb; height: 25px;\" colspan=\"4\"><span style=\"color: #333;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10px;\"><span style=\"font-size: 14px;\"><span style=\"font-size: 12px;\"><span style=\"font-size: 14px;\"><strong><span style=\"font-size: 14px;\">Lead Management Best Practices<\/span><\/strong><\/span><\/span><\/span><\/span><\/span><\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\" width=\"368\"><span style=\"font-size: 12px; font-family: Arial;\">Increasing Sales Effectiveness With Marketing Automation &#8211; eBook<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Increasing-Sales-Effectiveness-with-Marketing-Automation_by_3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Above the Funnel &#8211; How To Measure and Grow Your Lead Pipeline &#8211; PDF<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Above-the-Funnel-How-to-Measure-and-Grow-Your-Lead-Pipeline-3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\"><span style=\"color: #ffffff;\">33<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #dbdbdb; height: 25px;\" colspan=\"4\"><span style=\"color: #000000;\"><strong><span style=\"font-size: 14px; font-family: Arial;\">Sales Strategy and Process<\/span><\/strong><\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Revenue 2012: Making it Happen vs. Hoping it Happens! &#8211; White Paper<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Revenue-2012-Making-it-Happen-Versus-Hoping-it-Happens.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Hiding In Plain Sight &#8211; Finding Your Best Prospects &#8211; PDF<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Hiding-In-Plain-Sight-Finding-Your-Best-Prospects-3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">How New Media, Social Networks &amp; Web 2.0 Have Changed Sales &#8211; PDF<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/How-New-Media-Social-Networks-Web-2.0-Have-Changed-Sales-3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Growing Outsourcing Revenues &#8211; Presentation Slides<br \/>\n<em>(Featured Presenters at IAOP World Summit)<\/em><\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Growing-Outsourcing-Revenues-Sales-Readiness-Essentials-by-3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\"><span style=\"color: #ffffff;\">33H<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #dbdbdb; height: 25px;\" colspan=\"4\"><span style=\"color: #000000;\"><span style=\"font-family: Arial;\"><span style=\"font-size: 10px;\"><span style=\"font-size: 14px;\"><span style=\"font-size: 12px;\"><span style=\"font-size: 14px;\"><strong>Strategic Sales Planning<\/strong><\/span><\/span><\/span><\/span><\/span><\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">The B2B Sales Planning Handbook &#8211; <em>eBook<\/em><\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Sales_Planning_Handbook_3FORWARD_final.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Finding Your Best Prospects Success Kit &#8211; PowerPoint<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Finding-Your-Best-Prospects-Success-Kit-3FORWARD.pptx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Sweet Spot Matrix Success Kit &#8211; PowerPoint<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Sweet-Spot-Matrix-Success-Kit-3FORWARD.pptx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Target Account Plan Success Kit &#8211; PowerPoint<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Target-Account-Plan-Success-Kit-3FORWARD.pptx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Account Action Plan Success Kit &#8211; PowerPoint<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Target-Account-Action-Plan-Success-Kit-3FORWARD.pptx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\"><span style=\"color: #ffffff;\">dsd<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"background-color: #dbdbdb; height: 25px;\" colspan=\"4\"><span style=\"color: #000000;\"><span style=\"font-size: 14px; font-family: Arial;\"><strong>Sales Leaders Dashboard<\/strong><\/span><\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Do I Have Enough Leads Calculator &#8211; Excel<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Do_I_Have_Enough_Leads_Calculator_3FORWARD.xlsx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Do I Have Enough Pipeline Calculator &#8211; Excel<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Do_I_Have_Enough_Pipeline_Calculator_3FORWARD.xlsx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Sales Revenue Forecasting &#8211; Excel<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Sales-Revenue-Forecasting-Success-Kit_3FORWARD.xlsx\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border: #ddd9c3 1px solid;\"><span style=\"font-size: 12px; font-family: Arial;\">Sales Revenue Forecasting the 5 Most Important Numbers &#8211; PDF<\/span><\/td>\n<td style=\"border: 1px solid #ddd9c3; text-align: center;\" colspan=\"2\"><a href=\"http:\/\/www.matthew-j-smith.com\/wp-content\/uploads\/2014\/10\/Sales-Forecasting-the-5-Most-Important-Numbers-3FORWARD.pdf\" target=\"_blank\">Download<\/a><\/td>\n<\/tr>\n<tr>\n<td colspan=\"3\"><span style=\"color: #ffffff;\">3<\/span><span style=\"color: #ffffff;\">33<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>During our 3FORWARD days Dan Hudson and I developed a great library of resources. \u00a0 These are\u00a0sales management tools, pipeline [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":11,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/pages\/8030"}],"collection":[{"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8030"}],"version-history":[{"count":20,"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/pages\/8030\/revisions"}],"predecessor-version":[{"id":8147,"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/pages\/8030\/revisions\/8147"}],"up":[{"embeddable":true,"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=\/wp\/v2\/pages\/11"}],"wp:attachment":[{"href":"https:\/\/www.matthew-j-smith.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}