Looking for Sales Account Manager Templates to download? See the main templates that a Sales Account Manager would use in their day-to-day work.
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Sales Account Manager Templates
Contents
Sales Account Manager Templates
There is a huge number of templates that someone in the Sales Account Manager role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Sales Account Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Sales Report
2. Sales Forecast
3. Customer Account Profile
4. Sales Presentation Template
5. Sales Territory Analysis
6. Sales Call Log
7. Sales Pipeline Tracker
8. Sales Performance Dashboard
9. Sales Meeting Agenda
10. Sales Proposal Template
Reports
Reports are often prepared by a Sales Account Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales Performance Report
2. Sales Forecast Report
3. Customer Acquisition Report
4. Customer Retention Report
5. Sales Pipeline Report
6. Sales Activity Report
7. Sales Conversion Report
8. Sales Territory Report
9. Sales Trend Report
10. Sales Target Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Sales Account Manager does and how they do it.
1. Sales prospecting template
2. Sales presentation template
3. Sales follow-up template
4. Sales negotiation template
5. Sales closing template
6. Sales account review template
7. Sales forecasting template
8. Sales performance analysis template
9. Sales training template
10. Sales team meeting template
Presentations
Sales Account Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Sales Performance Report
2. Client Account Review
3. New Product Launch Presentation
4. Sales Training Workshop
5. Quarterly Business Review
Legal Docs
There are several key times when a Sales Account Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Sales Proposal Template
4. Sales Contract Template
5. Sales Report Template
Health & Safety Templates
Health & Safety templates for a Sales Account Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Monthly Safety Inspection Checklist
2. Incident Report Form
3. Emergency Evacuation Plan
4. First Aid Kit Inventory Checklist
5. Safety Training Attendance Record
Calendars
Setting up Sales Account Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Client Meeting Calendar
3. Sales Target Calendar
4. Follow-up and Follow-through Calendar
5. Sales Team Training Calendar
Invoice Templates
Several types of Sales Account Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill customers for products or services sold by the sales account manager.
2. Commission Invoice: This template is used to calculate and invoice the commission earned by the sales account manager based on sales performance.
3. Expense Invoice: This template is used to request reimbursement for any business-related expenses incurred by the sales account manager.
4. Retainer Invoice: This template is used to invoice clients for the retainer fee paid to the sales account manager for ongoing sales support and services.
5. Subscription Invoice: This template is used to bill customers for recurring subscription fees for products or services provided by the sales account manager
Survey Templates
For a Sales Account Manager to get insights related to the work they do, they need to send out Sales Account Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Lead Generation Survey
Meeting Agendas
Having premade Sales Account Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Sales Review Meeting
2. Sales Strategy Planning Meeting
3. Key Account Management Meeting
4. Sales Team Performance Meeting
5. Customer Relationship Building Meeting
Budget Templates
To manage finances well, a Sales Account Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Forecast Budget Template
2. Sales Expense Budget Template
3. Sales Commission Budget Template
4. Sales Incentive Budget Template
5. Sales Training Budget Template
Dashboards
Dashboards are a useful way for a Sales Account Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Sales Funnel Dashboard
4. Revenue Forecasting Dashboard
5. Customer Retention Dashboard
Proposal Templates
For bidding or requesting work, a Sales Account Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Forecast Proposal
2. New Client Acquisition Proposal
3. Upselling and Cross-selling Proposal
4. Sales Training and Development Proposal
5. Customer Retention and Loyalty Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Sales Account Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
