Sales Support Templates

Sales Support Templates

There is a huge number of templates that someone in the Sales Support 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 Support. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Sales Report
2. Sales Forecast
3. Customer Database
4. Sales Presentation
5. Sales Order Form
6. Sales Performance Dashboard
7. Sales Territory Analysis
8. Sales Meeting Agenda
9. Sales Training Manual
10. Sales Contract

Reports

Reports are often prepared by a Sales Support 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. Customer Acquisition Report
3. Sales Pipeline Report
4. Sales Forecast Report
5. Customer Retention Report
6. Sales Conversion Report
7. Territory Analysis Report
8. Product Performance Report
9. Competitor Analysis Report
10. Sales Activity 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 Support does and how they do it.

1. Sales Order Processing Template
2. Customer Inquiry Response Template
3. Sales Report Template
4. Sales Forecasting Template
5. Sales Meeting Agenda Template
6. Sales Training Manual Template
7. Sales Performance Evaluation Template
8. Sales Territory Mapping Template
9. Sales Presentation Template
10. Sales Contract Template

Presentations

Sales Support 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 Training Presentation
3. Client Pitch Deck
4. Sales Team Meeting Agenda
5. Competitive Analysis Presentation

Legal Docs

There are several key times when a Sales Support 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. Purchase Order Template
5. Sales Contract Template

Health & Safety Templates

Health & Safety templates for a Sales Support ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Safety Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Sales Support calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Team Meeting Calendar
3. Client Visit Calendar
4. Sales Training Calendar
5. Sales Target Calendar

Invoice Templates

Several types of Sales Support invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Order Invoice
2. Sales Commission Invoice
3. Sales Return Invoice
4. Sales Discount Invoice
5. Sales Tax Invoice

Survey Templates

For a Sales Support to get insights related to the work they do, they need to send out Sales Support 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 Support 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. Sales Performance Review
3. Customer Feedback Meeting
4. Product Training Session
5. Sales Strategy Planning Meeting

Budget Templates

To manage finances well, a Sales Support 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. Sales Forecast Budget
5. Sales Incentive Budget

Dashboards

Dashboards are a useful way for a Sales Support to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Customer Relationship Management (CRM) Dashboard
4. Sales Funnel Dashboard
5. Territory Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Sales Support 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. Sales Training and Development Proposal
5. Competitive Analysis 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 Support 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.