Helpful Files and Tools

Click on the underlined link to open up a file corresponding to the summary description:

Revenue Model Profile   A quick way for you to summarize some of the key parameters of your sales and business model with us. This introductory information enables us to quickly key in to your world. This form is in Word .doc format to allow you to download, fill in using your word processing application, and attach to an e-mail back to us for review and discussion.   

Revenue System Audit Materials   You are building forward from the present, and you have information that can be collected and shared under non-disclosure terms. Gathering the items on this list will zero us in fast on the "as-is" so we can begin work toward the "to-be."  This is a .pdf format file for easy printing or forwarding to your staff.  

SRS 2.0 Forecast Form   The SRS 2.0 uses a Weekly Pipeline Report, due every Friday by 9:00 am in most companies. This form connects the prospect status with the structured sales process in a way that builds towards a Bankable Forecast.  This form is in Microsoft Excel format although the general idea can be installed within most CRM systems (and we can help).

SRS 2.0 Custom CRM Sample   Core components of the SRS 2.0 Revenue System implementation – your Critical Qualifying Questions for Motivation, Money, Methodology and Market. Includes response fields for reps to complete and update their Bankable Forecast status for each prospect and can be installed directly into most CRM software systems.  This example shows a typical ACT implementation.  Please contact us for installation updates regarding other popular CRM systems.

All downloads are copyrighted materials for your use with attribution to CRO Success, LLC