Sales & Marketing Quick Reference Card
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A Sales & Marketing Quick Reference Card is a great tool for demand generation and sales development teams to start prospects and customer conversations off on the right track.
The one page format allows for a lot of key information to be organized neatly, clearly and all on a single page.
A Sales & Marketing Quick Reference Card (QRC) is a one-pager that summarizes four key topics:
- Presenting your company’s value proposition
- Summarizing the money statement
- Highlighting the 3-5 high level benefits the technology provides
- Identifying the ideal business environments that may exist in a prospective organization that align with the solution
- Documenting the specific functions and titles that are part of the customer buying process
- Highlighting customers and the specific value that they derived from the solution
Asking the fundamental questions to gain insights about the initiative so that a determination of “fit” can be made
Formalizing responses to the most frequently asked questions that prospects raise
Who Should Use the Sales & Marketing Quick Reference Card (QRC)
– Inside Sales Reps (ISRs), Sales Development Reps (SDRs) and Business Development Reps (BDRs) as they are usually the first voice contact that a prospect has with an organization. The Sales & Marketing QRC should not be thought of as a specific script that is to be recited word for word by an ISR, SDR or BDR. The Sales & Marketing Quick Reference Card highlights the key information around four topic areas with the goal of communicating a consistent message that supports the brand, the value proposition and the core differentiation of the solution. This QRC is a living document that should be face up on an ISR, SDR or BDRs desk as they make outbound and take inbound calls.
Director, Sales Development, “We create a Quick Reference Card for all of our solution areas and our SDR’s are trained on the one pager so that each is on-topic, focused and ready to overcome objections with their outbound calls.”
– The Demand Generation teams as they need design, develop and execute integrated demand creation programs for specific: markets, business problems and individuals. The QRC is a great source of information the demand generation team needs for targeting, messaging and creating offers. The information in the Ideal Contacts will drive list buys and database pulls for campaigns. The information in the Ideal Project Scenarios section can be used to qualify opportunities to identify those that are closest to the ideal use case that the solution was designed to solve. The information in the benefits delivered allows for customers to be showcased so that prospects may self identify. And, the value proposition and discovery questions provide content that can be used on the website, in emails, landing pages and some of the topics could support a whitepaper, webinar or blog posts.
Director, Demand Generation, “Our process is to create a Quick Reference Card for each integrated campaign that we develop so that are unique selling proposition is clear, our target audience is focused and our forms are aligned with the probing questions.”
Get a huge head start. Download and create your Sales & Marketing Quick Reference Card now!
Leverage Go to Market Planning Templates
Proven at G1000 and Startups to effectively develop and execute go to market plans
Provides a huge head start start to the go to market team
Go to market plans are built in PowerPoint and fully editable
Every company should have a comprehensive go to market plan and process for reaching prospective customers. Key go to market functions such as sales, marketing, product management, development, services and support must be integrated into the go to market plan. In addition, each function in the organization needs to prepare go to market strategies that cascade down from the company’s objectives.
It’s possible to build a powerful, integrated go-to-market process by leveraging a proven go to market strategy template. An effective plan incorporates the go to market strategies which guide operational execution. Also, a go to market plan enables a company to identify the target market and design unique value propositions tailored to both specific customer segments as well as the company’s unique differentiation. Finally, a go to market plan empowers a company to effectively deliver its offering to the marketplace and continually refine that offering based on rich, informative and continuous feedback.
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B2B direct sales people can all benefit from a sales strategy template. A sales strategy example is provided in the download that outlines how a B2B direct sales person can research an account and orchestrate resources to effectively sell.
A sales plan example is perfect for B2B direct sales people to populate with all of their account knowledge and the resources available to them within their organization. Creating an integrated and holistic plan will streamline customer acquisition and up-sell opportunities by optimizing a plan to coordinate go to market resources to acquire and upsell customers.
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Foundational building blocks via a sound go to market strategy with easy-to-use templates are designed to help a firm bring its offering to market. Go to market strategy templates facilitate the transfer of the offering from development to the market. As well, all of the technology must be translated into go to market messages that can be used to find, attract, engage and convert prospects into customers. All of the templates and worksheets to create compelling sales messages are included in the go to market strategy template.
This go to market template includes examples of models for product lifecycle, market sizing and technology adoption. Also included are examples for the market landscape, use cases, unique selling propositions for personas and unique differentiation is included in this go to market strategy template. Below are details about the various go to market strategy templates.
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B2B lead generation is often not given the time, attention and resources that it deserves and as a result, go to market strategies fail. This is mainly because the correlation between marketing and sales is frequently not well understood. An effective integrated B2B lead generation plan is part of the sales process which sales and marketing jointly design, develop, execute, track manage and continually improve upon. A B2B lead generation plan that s not grounded in the customer buying process or tied to the sales plan is doomed from the start. Follow the integrated B2B lead generation example in the lead generation planning template to build an effective plan to acquire and retain customers.
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The core to any B2B lead management system is marketing automation and account intelligence. The B2B lead management plan and process has to be developed from the sales person’s perspective and must be created before any lead generation programs are set in motion. Components of an effective B2B lead management plan include: a target account profile, a qualification matrix, lead scoring, lead routing, lead escalation, lead nurturing, lead follow-up, clear terms and definitions, lead hand-off processes and synchronized marketing and sales automation systems.
<< Download a template for a best-in-class Lead Management Process now >>
The investor presentation template is for those that are raising money for a startup who will need to create an investor presentation (pitch deck, the deck). Unfortunately, some startups are so passionate about what they do that they do not develop an effective pitch deck. The investor presentation is typically left to the end (days before the pitch) and the visual presentation of the story is not on par with the verbal explanation. An ultimate pitch deck for startups includes a small number of slides (10 -15) that need to be very polished in order to make a great first impression. The investor presentation template includes examples on an investor pitch deck. While not all of the investor presentation slide examples need to be used (and the order of the deck will vary, based upon how one tells the story), but the deck facilitates the development and delivery of a winning investor presentation.
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To develop and execute messaging and positioning that is effective, it is important to understand the following definitions. A value proposition is a statement that communicates perceived value form the buyer’s perspective to those in the buying process. Positioning is a concept that places competitors, substitutes and alternatives relative to one another. And, messaging defines the communications that a company develops to highly targeted segments and specific personas within the customer buying process.
Positioning is an integral part of persona-based marketing, especially as the content strategy and messaging is formulated. Messaging is a subset of positioning. It’s the art of defining what will be communicated and how it will be said to the targeted personas. Messaging is the intermediary step between positioning and content creation.
<< Download a Messaging & Positioning Template now >>
Effective B2B content marketing requires the orchestration of content providers, a content calendar, content platforms and specific activities for each piece of content. The best-in-class B2B content marketers create a meaningful and relevant story for each persona in the customer buying process. A successful B2B content marketing plan will focus on identifying with business problems that are real for the audience and business outcomes that create a sense of urgency and need to secure funding.
Leverage this proven content strategy template to build an effective content marketing plan to engage prospects and convert them to customers.
<< Download a Content Marketing Examples and a Content Calendar Template now >>
This is the ultimate B2B call guide for facilitating follow-up conversations with prospects and qualified leads in order to convert them to qualified sales opportunities.
A B2B call guide framework is much more effective and natural for a sales development (SDR) than a call script. An SDR call guide must be integrated with the B2B lead generation team as this team usually contributes up to 50% of the sales pipeline. As well, the call guide for an SDR has to be consistent with the B2B sales process. This is because qualified sales leads are passed from the SDR to the inside sales rep or field sales rep with the goal of conversion to a qualified sales opportunity. By using the B2B call guide framework one can bring marketing, sales development and sales onto the same page with the same goal.
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Creating a social media plan and the corresponding social media strategy takes time to develop, and not all digital marketers have enough time in the week to build a plan. Because the online landscape constantly changes (platforms and audiences), a dynamic process is required to adapt.
A social media strategy template should specify the desired business goals that social media activity will help meet. The goals should be SMART – specific, measureable, attainable, relevant and time-based. It is useful to document when to act and to have a standard set of dashboards, metrics and KPIs to measure progress.
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In the digital age, a website frequently serves as a business’ or organization’s front entrance through which many prospects and customers will connect. A company’s website should provide a professional on-line experience that will generally enhance the organization’s image and branding, as well as move prospects through the sales process.
This sample website proposal template describes how to pitch an organization to secure funding for a new website or provide a facelift to an existing website. The scope of the website proposal includes business objectives, target audiences, website strategies, UX, website features, enabling processes, success metrics, critical success factors and deliverables.
<< Download a Website Proposal Planning Template now >>