Free Sales Strategy Templates

137
total templates

What Is Sales Strategy? 

Sales Strategy can be defined as the approach the company takes when planning and organizing its sales process in order to differentiate themselves from their competitors and generate more revenue.  In our guide, you will learn how to introduce new selling strategies to your business, expand it, and create better selling methodologies for your sales team.

How to Develop a Sales Strategy? 

Every company whose profits depend on the amount and quantity of sales must consider building a long-term Sales Strategy Plan. To do it successfully, follow these four steps:

  • Learn more about the customer experience and determine what real people want to buy from you by implementing field sales, online sales, and offering other companies to represent your business and resell your goods;
  • Give a chance to new service plans instead of focusing on the old ones - they might not work in the current market anymore;
  • Identify opportunities and threats your company faces, its weak and strong qualities to know which business aspects to concentrate upon when developing a new Sales and Marketing Strategy;
  • Set goals for your salespeople. You should not only provide them with a monetary incentive to make sure they fulfill their quotas, but also engage them in corporate life and make them understand the long-term goals and intentions of the business.

The Sales Strategy templates below will help you to improve your sales, enhance corporate image, and provide your clients with better goods and services:

  1. Quotes and Bids. Templates in this category are often used in the construction industry - you can explain to a prospective client how much time and money will the project demand so that the property owner can choose the best contractor for the job at hand.
  2. Order Forms and Invoices. These are needed by vendors and customers alike: while orders confirm the request of merchandise, usually when the order means a large number of goods, invoices serve as proof that the order has been completed successfully and the payment has been accepted.
  3. Receipts. A Receipt acknowledges the transfer of valuable items from one party to another (individuals and companies alike) in the written form. Whether you need to confirm the purchase of goods, delivery of merchandise, or the acceptance of the rental payment, you can complete and sign a receipt.
  4. Warranties. These are typically given to the buyer of the goods or recipient of the services by the seller or service provider to verify the quality of the sold items or rendered services and prove the current condition of the goods corresponds to their description in the original contract signed by the parties.
  5. Mechanic's Lien. A Mechanic's Lien is used to protect the interests of builders and contractors who have not received payment for the construction project they worked on. It creates a burden on the real estate any member of the public can learn about, so property owners are forced to pay the money as quickly as possible.
  6. Shipping Goods. Every business that delivers goods or works with suppliers that send them massive quantities of merchandise needs to record the outgoing or incoming order, monitor the shipping process, and confirm the receipt of the goods.
  7. Sales Performance. Evaluate the work of your sales team, analyze information about your target audience you have collected, and plan for the future by setting new goals and planning new projects.
  8. Alternative Sales. Benefit from unconventional methods of making a profit - you can attract new customers with discounts, refunds, and a possibility to win a prize after a contest.
  9. Charity. Use these plans, letters, and receipts to organize a charitable event, invite people and businesses to participate in them and donate funds, and thank them for their contributions. 

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Documents

137

"HIPAA Risk Assessment Template"

Rate (4.7 / 5) 10 votes
Size: 120 KB
10 pages

This document acts as a documented process of identifying flaws and introducing safety measures to protect a health organization.

"Vendor Risk Assessment Template"

Rate (4.6 / 5) 15 votes
Size: 92 KB
10 pages

Vendors may use this assessment as a process of examining and assessing suppliers for goods and services as prospective business partners before entering into agreements with them.

"Business Risk Assessment Template"

Rate (4.5 / 5) 24 votes
Size: 86 KB
6 pages

This type of assessment is used as a process of identifying and evaluating potential risks that can affect a company's well-being.

"It Risk Assessment Template"

Rate (4.4 / 5) 25 votes
Size: 78 KB
4 pages

This is a written analysis of the IT systems of an organization prepared to detect the existing and potential flaws and implement protective measures that will keep the organization or business safe.

"Nist Risk Assessment Template"

Rate (4.4 / 5) 8 votes
Size: 233 KB
39 pages

This type of assessment refers to a system of evaluating the security of a company following the regulations established by the National Institute of Standards and Technology (NIST)

"Guarantee Agreement Template"

Rate (4.8 / 5) 22 votes
Size: 92 KB
4 pages

This document acts as an official pledge listing a third party (known as the guarantor) who will ensure payment of a debt will be fully repaid to the creditor.

"Contractor Warranty Form"

Rate (4.7 / 5) 33 votes
Size: 57 KB
1 page

This document is signed by the contractor and guarantees that their construction project will meet the safety and quality standards universally accepted by the building and construction industry.

"Hold Harmless Agreement Template"

Rate (4.3 / 5) 11 votes
Size: 84 KB
3 pages

This document is a legal agreement or clause that declares that one party will not hold another party liable for risk or damage.

"Indemnification Agreement Template"

Rate (4.8 / 5) 26 votes
Size: 92 KB
4 pages

This contract holds one party responsible for the damage or loss suffered by the other party and specifies the compensation that will be available for the negative occurrences.

"Release of Liability Form"

Rate (4.4 / 5) 7 votes
Size: 58 KB
1 page

This is a document through which one party (called the releasor) waives the liability of another party (called the releasee).

"Cash Flow Worksheet Template"

Rate (4.8 / 5) 9 votes
Size: 70 KB
1 page

When operating a business, it is important to use this type of template to understand what money you are expecting to receive in the coming weeks or months and how that money is used.

"Daily Cash Sheet Template"

Rate (4.7 / 5) 24 votes
Size: 76 KB
1 page

This is a written document designed to keep track of all cash transactions of the business on daily basis.

"Cash Register Balance Sheet Template"

Rate (4.8 / 5) 16 votes
Size: 61 KB
2 pages

If you manage a business that requires using a cash register, keeping a daily Cash Register Balance Sheet is necessary to track how the business is performing over time.

"Monthly Sales Report Template"

Rate (4.7 / 5) 17 votes
Size: 59 KB
1 page

To track your sales team's performance throughout the year, using this type of report will give you the ability to compare sales performance on a month-by-month basis.

"Weekly Sales Report Template"

Rate (4.8 / 5) 12 votes
Size: 58 KB
1 page

This type of document summarizes the sales activities of a business during the week.

"Daily Sales Report Template"

Rate (4.3 / 5) 24 votes
Size: 53 KB
1 page

This type of statement is prepared to show and later analyze the performance of salespeople, learn which products are in demand, and discover new opportunities for the development and growth of the organization.

"Sales Commission Calculator Template"

Rate (4.6 / 5) 9 votes
Size: 59 KB
1 page

Use this accessible Sales Commission Calculator template to determine commissions owed to each member of your sales.

"Sales Forecast Template"

Rate (4.7 / 5) 12 votes
Size: 74 KB
1 page

Use this template to estimate what your business's sales are going to be in the future.

"Cash Receipt Template"

Rate (4.6 / 5) 15 votes
Size: 72 KB
1 page

This document acts as a printed statement of the amount of cash received in a cash sale transaction from a customer or an investor.

"Sales Action Plan Template"

Rate (4.7 / 5) 31 votes
Size: 61 KB
1 page

The purpose of this document is to set goals that a business is supposed to reach, mark the time period that it will take to reach them, and describe the processes the business is going to use to achieve those goals.

"Sales Call Log Template"

Rate (4.8 / 5) 26 votes
Size: 51 KB
1 page

This document is used by individuals that work in sales to track their sales calls and organize information about them.

"Escrow Agreement Template"

Rate (4.6 / 5) 14 votes
Size: 77 KB
3 pages

This document outlines the intention of two parties to deposit assets with a third party.

"Customer Satisfaction Survey Template"

Rate (4.3 / 5) 12 votes
Size: 71 KB
2 pages

You may use this Customer Satisfaction Survey to assess the level of satisfaction customers have with a business or the services that the business provides.

"Customer Information Sheet Template"

Rate (4.5 / 5) 21 votes
Size: 60 KB
2 pages

The purpose of this document is to provide companies with valid information about their clients when they need it.

"Customer Complaint Form"

Rate (4.7 / 5) 12 votes
Size: 63 KB
1 page

This form should be completed by customers to describe their complaints about a product purchased or service rendered.

"Wire Transfer Form"

Rate (4.6 / 5) 16 votes
Size: 63 KB
2 pages

This form is used to initiate an electronic fund transfer from a sender to a recipient (also known as a beneficiary or a payee).

"Sales Contract Template"

Rate (4.3 / 5) 8 votes
Size: 161 KB
3 pages

This agreement lays out the terms of a transaction for goods or services, identifying the goods sold, listing delivery instructions, the inspection period, warranties, and payment details.

"Dock Receipt Template"

Rate (4.4 / 5) 23 votes
Size: 61 KB
1 page

This is a written document designed by a shipping company to describe a shipment and confirm the goods in question were received for subsequent shipment.

"Key Receipt Template"

Rate (4.6 / 5) 19 votes
Size: 41 KB
1 page

This form verifies that the tenant has received keys to a property they rent and guarantees to return them to the landlord or property manager by a certain date or when the Lease Agreement expires and the rental period is over.

"Sales Receipt Template"

Rate (4.8 / 5) 19 votes
Size: 55 KB
1 page

An employee may use this type of template to certify a payment made by a customer for the sale of goods or services.

"Child Care Receipt Template"

Rate (4.4 / 5) 27 votes
Size: 51 KB
1 page

This is a formal document that confirms a payment has been received for child care services.

"Security Deposit Receipt Template"

Rate (4.6 / 5) 24 votes
Size: 61 KB
1 page

This document can be used by landlords when signing on a new tenant and provides a record of the security deposit payment that needs to be made.

"Rent Receipt Template"

Rate (4.7 / 5) 32 votes
Size: 47 KB
1 page

An individual may use this document to record their weekly or monthly rent payment and confirm that the payment has been made.

"Delivery Receipt Template"

Rate (4.4 / 5) 21 votes
Size: 64 KB
1 page

This is a document that can be used to record payment for the successful delivery of an item to a specific destination.

"Refund Receipt Template (Portrait, 2 Per Page)"

Rate (4.4 / 5) 17 votes
Size: 54 KB
1 page

This type of template acts as written confirmation of repayment of a sum of money for goods that have been purchased.

"Child Support Receipt Template"

Rate (4.4 / 5) 27 votes
Size: 55 KB
1 page

A parent or legal guardian may use this type of template to confirm they have received the child support they are owed by the other parent or legal guardian of the child.

"Donation Receipt Template"

Rate (4.5 / 5) 28 votes
Size: 60 KB
1 page

This is a document used to provide a record of a gift being donated to a charitable organization.

"Lawn Care Bid Sheet Template"

Rate (4.3 / 5) 7 votes
Size: 42 KB
1 page

This document may be submitted by private individuals and organizations who provide lawn maintenance services at an auction event.

"Silent Auction Bid Sheet Template"

Rate (4.8 / 5) 12 votes
Size: 39 KB
1 page

This Bid Sheet is used to record bids made during a silent auction.

"Contractor Bid Sheet Template"

Rate (4.4 / 5) 27 votes
Size: 66 KB
1 page

Contractors may prepare this document for their prospective customers in order to describe the estimated price of a building project and its proposed schedule.

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