Business tools
Using our wide experience consulting to high-level organisations, we have developed an app and a range of templates and models to assist managers and sales professionals to better plan and manage their efforts.
Mobile App
Customer Relationship Assessment (5Cs)
How good is your relationship with your customers? Try the 5Cs Assessment and find out!
Customer Relationship Assessment is a vital process for building customer loyalty and future business. CRA can be a complex and subjective process, so we have created this 20-question template to help you to thoroughly assess 5 categories of business-to-business relationships.
Once you have completed a particular assessment, the accompanying explanations will guide your next steps and allow you to easily compare one customer to another.
Template
Customer Relationship Assessment (5Cs)
Customer Relationship Assessment is a vital process for building customer loyalty. CRA is often quite an extensive process so we have created this question template and spreadsheet tool to help you thoroughly assess 5 key elements of your key customer relationships.
Template
Pipeline Forecasting Weighting Percentages
Ensure your sales team's forecasting is consistent and reliable. The Pipeline Forecasting Weighting Percentages Scale includes percentages based on the stages in a typical sales cycle. Have your sales people apply the percentages to each item in their sales forecasts.
Scorecard
Sales Opportunity Management Scorecard
Use this opportunity management scorecard with well-advanced sales opportunities in your pipeline. The scorecard will help you identify any additional information required and any further actions you could undertake while there is still time to increase the chances of winning this opportunity.
Model
The Sales Manager's Confidence Clock
The sales manager's Confidence Clock will help you to assess the confidence you have in a sales person's capabilities and motivations. Once you identify which quadrant your sales person is in (Novice, Associate, Competent Professional or Expert) you can then decide the best approach to use in working with them on each element of their job role and/or each specific task to be delegated.
