Sales

Sales Tactics Database

Get inspired by a growing list of sales tactics to acquire new customers.

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Sales Tactics Database

Why use this template?

I have compiled a list of sales tactics that I reference for my sales team.

This is a continuously growing list. As I discover new tactics, I will update the database for you.

My B2B SaaS sales team is responsible for acquiring new business. These tactics are focused on driving that outcome for us.

There are many more tactics that you could use to upsell and cross sell customers, but these are focused on new business.

New business is the hardest in sales. If you can become effective at acquiring new customers through a combination of sales tactics, growing those customers should be the easier part.

What's inside the template

When you add this template to your cart and checkout, you will instantly receive a link to access the Google sheet template. The worksheet includes the following tabs:

  • Instructions: instructions on how to use this template most effectively.
  • Sales Tactics Database: My growing list of sales tactics that would traditionally be owned and executed by the sales team, but may require cross-department collaboration.
  • Buyer Journey Map Teaser: a teaser to encourage you to explore the B2B buyer journey map template to more deeply understand your buyer's journey and align your growth tactics to each phase.
  • BONUS Go-to-Market Checklist: a free checklist that you can copy and customize to do the right things in the right order when bringing products to market.

How to use this template

This Google Sheet does not include any high-pressure sales tactics. We have found those do not work in B2B SaaS sales. These sales tactics are oriented around building meaningful relationships with your prospective customers.

I recommend you start on the B2B Buyer Journey Mapping Template. Think about the journey your buyers are on when considering a solution like yours.

Then use the sales tactics database for inspiration to close any gaps in your current buyer journey map.

Click “Add to Cart” on the right and then checkout. You will receive a link to the Google Sheet to make it your own.

If you run a go-to-market team at a B2B SaaS company, get these templates as well:

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Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download

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Top reviews from SaaS Executives

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“These are GOLD! I was having to build all of this from scratch.”

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Nick C.
Director Sales
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“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

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Michael P.
Chief Executive Officer
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“I feel more confident hitting our revenue goals now than I ever have.”

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Jessica P.
Sr. Director of Demand Generation
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“My job just became so much easier! I’m all about working smarter, not harder.”

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Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales