How-To Guides

Master Sales Operations Step-by-Step

Comprehensive guides with detailed instructions, examples, and best practices for sales professionals. From commission calculations to territory planning.

11

How-To Guides

3

Skill Levels

100%

Step-by-Step

All How-To Guides

Intermediate
30 minutes

How to Calculate Tiered Commission Structure for Sales Teams

Learn how to calculate tiered commission structures that motivate reps to exceed quota with accelerating rates at higher performance levels.

5 Steps

When to Use:

  • Incentivizing quota over-achievement
  • Rewarding top performers more generously
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Advanced
2-3 hours

How to Plan Sales Territory Effectively for Maximum Coverage

Design sales territories that balance workload, opportunity, and geography to maximize team productivity and market coverage.

6 Steps

When to Use:

  • Launching new sales teams
  • Reorganizing existing territories
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Beginner
20 minutes per day

How to Optimize Daily Sales Route for Maximum Customer Visits

Plan efficient daily routes that minimize travel time and maximize customer visits through strategic sequencing and geographic clustering.

5 Steps

When to Use:

  • Daily before starting customer visits
  • Weekly for route pre-planning
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Intermediate
1-2 hours setup

How to Track Sales KPIs Effectively for Performance Improvement

Identify, track, and analyze the most important sales KPIs to drive performance improvement and achieve revenue targets.

5 Steps

When to Use:

  • Setting up sales performance management
  • Creating manager dashboards
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Advanced
45 minutes

How to Calculate Commission for Pharmaceutical Sales Representatives

Calculate pharmaceutical sales commission using prescription data, territory performance metrics, and compliance-aware structures.

5 Steps

When to Use:

  • Compensating pharmaceutical sales reps
  • Setting up medical device commission
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Intermediate
90-day program

How to Onboard New Sales Reps Effectively for Faster Ramp

Design and execute a comprehensive onboarding program that accelerates new sales rep productivity and reduces time-to-quota.

6 Steps

When to Use:

  • Hiring new sales representatives
  • Launching new sales teams
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Advanced
Ongoing process

How to Forecast Sales Accurately for Revenue Predictability

Build reliable sales forecasting processes that predict revenue within 5-10% accuracy using pipeline analysis and deal inspection methods.

5 Steps

When to Use:

  • Monthly/quarterly revenue forecasting
  • Board reporting and planning
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Intermediate
30-45 minutes to learn

How to Handle Sales Objections Effectively and Close More Deals

Master proven objection handling framework to confidently address price, timing, competition, and authority objections.

5 Steps

When to Use:

  • When prospects raise concerns or objections
  • During negotiation discussions
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Advanced
2-3 weeks

How to Create a Sales Playbook That Accelerates Team Performance

Create comprehensive sales playbook documentation that standardizes your sales process, accelerates onboarding, and improves team performance.

6 Steps

When to Use:

  • Standardizing sales processes across team
  • Scaling sales team rapidly
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Intermediate
Ongoing practice

How to Manage Sales Pipeline Effectively for Predictable Revenue

Implement disciplined pipeline management practices that improve forecast accuracy, accelerate deal velocity, and drive predictable revenue growth.

5 Steps

When to Use:

  • Daily pipeline reviews
  • Weekly forecast meetings
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Intermediate
30-45 minutes per opportunity

How to Qualify Sales Opportunities Using BANT and MEDDIC

Use proven qualification frameworks (BANT, MEDDIC) to identify winnable deals early and avoid wasting time on poor-fit prospects.

5 Steps

When to Use:

  • After initial prospect conversation
  • Before investing significant time in deal
Read Guide →

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