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Tools and templates

Free tools and templates for CX professionals.


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21 min read

10 effective sales pitch presentation examples, templates, and tips

With these helpful examples, you can craft an engaging sales pitch to pack your pipeline with high-quality leads.

Article
42 min read

65 common sales interview questions and answers for sales reps

Finding the perfect fit is all about asking the right sales interview questions and knowing what to look for in the answers.

Article
16 min read

How to write a sales email: 6 sales email examples that work

Write, send, and refine the perfect sales email.

Article
9 min read

10 free sales forecast templates to project future revenue

An accurate sales forecast can help ensure you hit your numbers. Learn how to forecast sales with our free sales forecast templates so you can help your team track performance, make data-driven predictions, and achieve sales goals—quickly and easily.

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Best practices for conversational customer service

Companies are gravitating towards conversational customer support for the same reasons customers are: it's fast, personal, convenient, and secure.

Article
10 min read

30-60-90 day sales plan for managers, reps, and sales territories

Establish credibility and confidence with a clear 30-60-90 day sales plan.

Article
8 min read

10 key customer service metrics to measure

From customer satisfaction to resolution time, customer service metrics help teams measure performance. Download our free guide below.

4 min read

Customer service structure: How to build an effective support team

Structuring your customer service organization requires rethinking how to best provide support, what people and skills you need, and how you will organize it.

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