Indirect Sales Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Indirect Sales Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Indirect Sales related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Indirect Sales specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Indirect Sales Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Indirect Sales improvements can be made.

Examples; 10 of the 991 standard requirements:


1. Why is it so difficult to grow revenue, identify emerging customers and partners, and expand into new markets through the indirect sales channel?
   
   

2. What is the solution to mitigate the lack of information and indirect sales factors that negatively impact accurate measurement implementation?
   
   

3. Are there specific criteria that any particular opportunity or suspect should meet before you even enter into any detailed considerations?
   
   

4. Is the cost necessary for overall operation of the business even though a relationship any particular cost objectives cannot be shown?
   
   

5. Does it effectively handle omnichannel sales from direct and indirect sales channels with a consistently friendly user interface?
   
   

6. How many qualified prospects does Sales need in order to achieve overall quota expectations based on historical close rates?
   
   

7. Is an adequate volume of the selected commodity available from interested producers in a relatively compact geographic area?
   
   

8. How can a sales organization make the necessary adjustments to adapt to market changes without sacrificing profitability?
   
   

9. Which vendors, products and services will be best suited for small and midsize business IT requirements?
   
   

10. Are reporting entities required to report each general and/or targeted distribution payment separately?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Indirect Sales book in PDF containing 991 requirements, which criteria correspond to the criteria in...


Your Indirect Sales self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Indirect Sales Self-Assessment and Scorecard you will develop a clear picture of which Indirect Sales areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Indirect Sales Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Indirect Sales projects with the 62 implementation resources:


• 62 step-by-step Indirect Sales Project Management Form Templates covering over 1500 Indirect Sales project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Probability and Impact Assessment: Is the delay in one subIndirect Sales project going to affect another?
   
   

2. Activity Cost Estimates: Scope statement only direct or indirect costs as well?
   
   

3. Stakeholder Analysis Matrix: Beneficiaries; who are the potential beneficiaries?
   
   

4. Project Charter: Assumptions and constraints: what assumptions were made in defining the Indirect Sales project?
   
   

5. Scope Management Plan: Is the steering committee active in Indirect Sales project oversight?
   
   

6. Quality Audit: Health and safety arrangements; stress management workshops. How does your organization know that it provides a safe and healthy environment?
   
   

7. Project Scope Statement: What is a process you might recommend to verify the accuracy of the research deliverable?
   
   

8. Cost Management Plan: If you sold 10x widgets on a day, what would the affect on costs be?
   
   

9. Monitoring and Controlling Process Group: Just how important is your work to the overall success of the Indirect Sales project?
   
   

10. Procurement Audit: Is the issuance of purchase orders scheduled so that orders are not issued daily?


 
Step-by-step and complete Indirect Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Indirect Sales project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Indirect Sales project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Indirect Sales project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Indirect Sales project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Indirect Sales project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Indirect Sales project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Indirect Sales project with this in-depth Indirect Sales Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Indirect Sales projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Indirect Sales and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Indirect Sales investments work better.

This Indirect Sales All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.