Sales Force Automation SaaS Toolkit: best-practice templates, step-by-step work plans and maturity diagnostics

$249.00
(46 reviews) Write a Review
Availability:
Downloadable Resources, Instant Access

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Force Automation SaaS 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 694 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 Force Automation SaaS improvements can be made.

Examples; 10 of the 694 standard requirements:

  1. When conducting a business process reengineering study, what should we look for when trying to identify business processes to change?

  2. What communications are necessary to support the implementation of the solution?

  3. How will you measure the results?

  4. How do we foster innovation?

  5. What should we stop doing?

  6. How much does Sales Force Automation SaaS help?

  7. Who is On the Team?

  8. What key stakeholder process output measure(s) does Sales Force Automation SaaS leverage and how?

  9. Is there a Sales Force Automation SaaS management charter, including stakeholder case, problem and goal statements, scope, milestones, roles and responsibilities, communication plan?

  10. How do we maintain Sales Force Automation SaaSs Integrity?


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 Force Automation SaaS book in PDF containing 694 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Sales Force Automation SaaS Project Management Form Templates covering over 6000 Sales Force Automation SaaS project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are enough systems & user personnel assigned to the Sales Force Automation SaaS project?

  2. Schedule Management Plan: Are all activities captured and do they address all approved work scope in the Sales Force Automation SaaS project baseline?

  3. Risk Management Plan: Workarounds are determined during which step of risk management?

  4. Lessons Learned: Which estimation issues did you personally have and what was the impact?

  5. Risk Audit: Have permissions or required permits to use facilities managed by other parties been obtained?

  6. Probability and Impact Assessment: Which functions, departments, and activities of the organization are going to be affected?

  7. Assumption and Constraint Log: Has the approach and development strategy of the Sales Force Automation SaaS project been defined, documented and accepted by the appropriate stakeholders?

  8. Issue Log: What steps can you take for positive relationships?

  9. Executing Process Group: Is the Sales Force Automation SaaS project making progress in helping to achieve the set results?

  10. Stakeholder Management Plan: Do you know what your customers expectations are regarding this process?

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

1.0 Initiating Process Group:

  • 1.1 Sales Force Automation SaaS project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Sales Force Automation SaaS 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 Force Automation SaaS 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 Force Automation SaaS 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 Force Automation SaaS 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 Force Automation SaaS 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 Force Automation SaaS project with this in-depth Sales Force Automation SaaS Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Force Automation SaaS 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 Force Automation SaaS 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 Force Automation SaaS investments work better.

This Sales Force Automation SaaS 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.

46 Reviews Hide Reviews Show Reviews

  • 5
    Thanks for your service! That's really appreciated!

    Posted by HARRY M. on 4th Sep 2018

    HARRY M. Enterprise Architect

  • 5
    The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada

    Posted by The Honourable Ralph Goodale, Minister of Public Safety and Emergency Preparedness, Canada on 3rd Sep 2018

    I would like to extend my sincere appreciation. I would also like to thank you for your service in promoting business continuity practices. I wish you every success in your work.

  • 5
    Thank you, these are great!

    Posted by NATALIE F. on 2nd Sep 2018

    NATALIE F. Healthcare Information Technology Consultant

  • 5
    Thank you. I would very much like to read your publication and share my views on our blog to reach our English and Spanish customers.

    Posted by James S. on 5th Aug 2018

    James S. Account Manager

  • 5
    Congrats! Very cool!

    Posted by Caryn B. on 4th Aug 2018

    Caryn B. Vice President Production

  • 5
    The Self Assessment is deemed qualified, accurate and comprehensive as a Guidance that Incorporates the NIST Cybersecurity Framework.

    Posted by U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST) on 4th Aug 2018

    U.S. DEPARTMENT OF COMMERCE, NATIONAL INSTITUTE OF STANDARDS AND TECHNOLOGY (NIST)

  • 5
    I will use everything extensively to prepare for an audit scheduled in Dec and Jan for an important automotive customer.

    Posted by Bruno C. on 4th Aug 2018

    Bruno C. ICT Director

  • 5
    The Self-Assessment is a great tool to gather feedback and input from others, especially challenges, and things to watch out for. Very helpful!

    Posted by JULIE M. on 4th Aug 2018

    JULIE M. AWS Solution Architect

  • 5
    Super helpful.. Love how the full assessment helps me take full control of this project!

    Posted by Brett O. on 3rd Aug 2018

    BRETT O. Strategist