Looking for Sales Representative (Industrial Products) Templates to download? See the main templates that a Sales Representative (Industrial Products) would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Sales Representative (Industrial Products) role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Sales Representative (Industrial Products). 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 Order Form
4. Price List
5. Sales Presentation
6. Sales Territory Analysis
7. Sales Performance Dashboard
8. Customer Feedback Survey
9. Sales Meeting Agenda
10. Sales Training Manual
Reports are often prepared by a Sales Representative (Industrial Products) 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. Monthly Sales Performance Report
2. Customer Acquisition Report
3. Sales Forecast Report
4. Territory Analysis Report
5. Product Performance Report
6. Competitor Analysis Report
7. Sales Conversion Report
8. Customer Satisfaction Report
9. Sales Pipeline Report
10. Sales Target Achievement Report
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 Representative (Industrial Products) does and how they do it.
1. Sales Call SOP
2. Lead Generation SOP
3. Product Demonstration SOP
4. Sales Proposal SOP
5. Negotiation SOP
6. Order Processing SOP
7. Customer Follow-up SOP
8. Sales Forecasting SOP
9. Sales Training SOP
10. Sales Performance Evaluation SOP
Sales Representative (Industrial Products) 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. Product Launch Presentation
3. Customer Relationship Management (CRM) Update
4. Competitive Analysis Presentation
5. Sales Training Workshop
There are several key times when a Sales Representative (Industrial Products) 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. Purchase Order Template
4. Sales Quote Template
5. Sales Contract Template
Health & Safety templates for a Sales Representative (Industrial Products) 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. Safety Meeting Agenda
4. Personal Protective Equipment (PPE) Assessment Form
5. Emergency Evacuation Plan Template
Setting up Sales Representative (Industrial Products) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Customer Visit Calendar
3. Sales Target Calendar
4. Lead Generation Calendar
5. Product Launch Calendar
Several types of Sales Representative (Industrial Products) 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 the industrial products they have purchased from the company.
2. Proforma Invoice: This template is used to provide customers with a preliminary invoice before the actual sale is made, outlining the estimated costs of the industrial products.
3. Credit Memo: This template is used to issue a credit to customers for returned or damaged industrial products, reducing their outstanding balance.
4. Purchase Order Invoice: This template is used to bill customers for industrial products that were ordered based on their purchase orders.
5. Monthly Sales Report: This template is used to provide a summary of all sales made during the month, including the total amount billed to customers for industrial products
For a Sales Representative (Industrial Products) to get insights related to the work they do, they need to send out Sales Representative (Industrial Products) 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
Having premade Sales Representative (Industrial Products) 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. Sales Team Meeting
2. Monthly Sales Review Meeting
3. Client Relationship Meeting
4. Product Training Meeting
5. Sales Strategy Meeting
To manage finances well, a Sales Representative (Industrial Products) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget
2. Sales Expense Budget
3. Sales Commission Budget
4. Travel and Entertainment Budget
5. Marketing and Advertising Budget
Dashboards are a useful way for a Sales Representative (Industrial Products) 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. Territory Performance Dashboard
5. Product Performance Dashboard
For bidding or requesting work, a Sales Representative (Industrial Products) 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 Product Launch Proposal
3. Customer Retention Strategy Proposal
4. Pricing and Discount Proposal
5. Sales Training and Development Proposal
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 Representative (Industrial Products) 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.
