Sandler Sales

Sandler Sales

Apply this template to create Mutual Action Plans with your buyers, and ensure Sandler Sales methodology is used on every single deal.

Unlock this template
arrow

Modern sales teams use Mutual Action Plans to manage their deals, align timelines with champions, and better forecast outcomes.


This template combines an enterprise Mutual Action Plan with Sandler Selling System already built in.

Sandler is a full-service professional development and training organization empowering sales professionals and leaders to master the craft of selling on all levels from enterprise, scaling companies, and individuals. They are known for the Sandler Sales methodology. This template contains pre-filled qualification questions for the Sandler Submarine:

  1. Bonding & Rapport
  2. Up-Front Contract
  3. Pain
  4. Budget
  5. Decision-Making Process
  6. Fulfillment
  7. Post-Sell

Recapped makes it effortless for your team to integrate your favorite qualification framework like Sandler, and ensures it's being used on every deal. No more having to create tedious spreadsheets and spending them through email. The Recapped customer collaboration platform streamlines your deals, aligns every stakeholder in one location, and enables perfect deal execution.

If you're having trouble with adoption, or want to increase the accuracy of your forecasting, this template is perfect for you.

Who this template is for:
  1. Sales leaders that want to effectively standardize their sales process, hold your reps accountable, and accelerate performance of sales methodologies including Sandler Sales methodology, and
  2. Account Executives that want to enable prospects through a consultative sales approach that provides value through their entire buyer journey.
Benefits of this template:
  1. Accountability with rep adoption of your framework
    Easily and quickly implement Sandler Sales framework with your mutual action plans.
  2. Accelerate time to closed won and performance
    Arm your team, and your champion, with the right information at every step of the deal.
  3. Helps prospects navigate the buyer journey
    Enable your prospects through a consultative sales approach that provides value through the entire sales process.
  4. Sync bi-directionally with Salesforce or HubSpot
    Create client-facing Mutual Action Plans in seconds, and instantly sync them to your CRM. Recapped automatically syncs all Account and Opportunity fields bi-directionally in real-time.
What's in this template:
  1. Executive summary to align stakeholders
  2. Next Steps to set clear timeline of necessary steps, including evaluation, proof of concept, commercial, legal, and implementation
  3. Resources, marketing content, case studies, and other materials your champion needs
  4. Pricing proposal, legal contracts, and RFP's
  5. Examples of Sandler Selling System qualification questions
  6. Internal Notes to help you manage the deal
  7. CRM sync to bi-directionally sync with Salesforce or HubSpot

Standardize your deals today