Sales Meetings Toolkit

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Drive Demand Generation and lead nurturing programs, with an emphasis on Data Driven Decisions for generating qualified leads and securing Sales Meetings.

More Uses of the Sales Meetings Toolkit:

  • Be accountable for developing and growing as an Event professional by attending and engaging in weekly Sales Meetings and by sharing strategic ideas to enhance the business.

  • Be certain that your organization attends all Sales Meetings at the office in person.

  • Motivate sales staff to achieve revenue goals by conducting timely and productive Sales Meetings.

  • Be accountable for executing outbound call and email campaigns to prospective clients to set up Sales Meetings.

  • Lead and actively contribute to weekly Sales Meetings and conduct monthly Staff Meetings.

  • Support sales staff, lead sales/PreSales Meetings.

  • Lead Sales Meetings and conventions.

  • Oversee: conduct one on one Sales Meetings with individual sales Team Members.

  • Ensure you amplify; build out strategic onsite agenda for cross functional Sales Meetings.

  • Maintain communication with peers by attending weekly department head and Sales Meetings.

  • Establish that your strategy participates in local activities as User Groups, Information Sessions, Sales Meetings and all other appropriate activities.

  • Lead: conduct Sales Meetings and inform the Sales Force of new developments in product and policies.

  • Guide: there are no call reports, Sales Meetings, micromanagement.

  • Confirm your organization complies; conducts third party Sales Meetings to consider new customer prospects and product applications.

  • Oversee: actively lead Proposal Development and ongoing pre Sales Meetings with potential new client organizations.

  • Ensure you improve; respond to and develop marketing leads into qualified Sales Meetings.

  • Lead monthly Sales Meetings at distributor.

  • Be accountable for participating in Sales Meetings.

  • Lead weekly Sales Meetings and ensure that owner expectations are consistently met.

  • Ensure you are actively involved in organization activities, as regular Sales Meetings, to keep in touch with colleagues and clients.

  • Organize: conduct productive weekly Sales Meetings and Sales Training meetings focused on Skill Development and Improving Performance.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Meetings 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 999 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 Meetings improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Will the controls trigger any other risks?

  2. What are the types and number of measures to use?

  3. What counts that you are not counting?

  4. What are you attempting to measure/monitor?

  5. Why is Sales Meetings important for you now?

  6. Do you have a Flow Diagram of what happens?

  7. What is the complexity of the output produced?

  8. Are losses documented, analyzed, and remedial processes developed to prevent future losses?

  9. Do you think you know, or do you know you know?

  10. What successful thing are you doing today that may be blinding you to new growth opportunities?


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

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Meetings project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Meetings Project Team have enough people to execute the Sales Meetings Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Meetings Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Meetings 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 Meetings 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 Meetings project with this in-depth Sales Meetings Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Meetings 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 Meetings 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 Meetings investments work better.

This Sales Meetings 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.