Sales Channel Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sales Channel 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sales Channel improvements can be made.

Examples; 10 of the 994 standard requirements:


1. Does the customer master administrator use the merge functionality within the system as mergers and acquisitions between customers take place?
   
   

2. Do you have the right sales organization and pricing strategies to optimally serve your customers across multiple and diverse sales channels?
   
   

3. Why do most enterprises continue to rely on indirect sales channels to reach certain markets, add value, and deliver a complete solution?
   
   

4. How diversified are your sales channels and are you prepared to market to, and fulfill orders from, a fully digital customer base?
   
   

5. How diversified are your sales channels, and are you prepared to market to and fulfill orders from a fully digital customer base?
   
   

6. What data are you struggling to collect or pass between teams that is mission critical to marketing, sales or services?
   
   

7. Do you have processes and personnel in place to maintain and monitor the existing customer and address records?
   
   

8. How do you envision growing or changing, particularly in terms of volume, product offering and sales channels?
   
   

9. How do you take advantage of other companies sales opportunities, brands and channels to sell your products?
   
   

10. Are your current steering mechanisms the right ones to navigate through changing market environment models?
    
    


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 Sales Channel book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Sales Channel 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 Sales Channel Self-Assessment and Scorecard you will develop a clear picture of which Sales Channel 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 Sales Channel 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 Sales Channel projects with the 62 implementation resources:


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


Examples; 10 of the check box criteria:


1. Activity Cost Estimates: What do you want to know about the stay to know if costs were inappropriately high or low?
   
   

2. Quality Management Plan: When reporting to different audiences, do you vary the form or type of report?
   
   

3. Procurement Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Sales Channel project estimates?
   
   

4. Quality Metrics: How do you know if everyone is trying to improve the right things?
   
   

5. Cost Management Plan: Are any non-compliance issues that exist due to State practices communicated to your organization?
   
   

6. Scope Management Plan: Are vendor contract reports, reviews and visits conducted periodically?
   
   

7. Procurement Management Plan: What areas does the group agree are the biggest success on the Sales Channel project?
   
   

8. Cost Management Plan: Have external dependencies been captured in the schedule?
   
   

9. Activity Duration Estimates: Is action taken to increase the effectiveness and efficiency of Sales Channel projects?
   
   

10. Scope Management Plan: Are funding resource estimates sufficiently detailed and documented for use in planning and tracking the Sales Channel project?


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

1.0 Initiating Process Group:


• 1.1 Sales Channel project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sales Channel project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Sales Channel 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 Sales Channel 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 Sales Channel 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 Sales Channel 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 Sales Channel project with this in-depth Sales Channel Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sales Channel 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 Sales Channel 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 Sales Channel investments work better.

This Sales Channel 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.