Sales Performance Toolkit

$295.00
Availability:
Downloadable Resources, Instant Access
Adding to cart… The item has been added

Manage Sales Performance: just a tenacious dedication to your customers, each other and the long term success of the business.

More Uses of the Sales Performance Toolkit:

  • Govern Sales Performance: divisional Sales Performance Tracking.

  • Guide Sales Performance: productivity and Sales Performance Reporting.

  • Use Data Analysis of Sales Performance, customer accounts, Competitive intelligence, and Market Trends to develop, implement, and make needed adjustments to Market Penetration plans and account based strategies to compete and win Enterprise Software deal that increase net new revenues.

  • Assure your organization complies; balances territory and regional work and projects, while maintaining solid level of Sales Performance.

  • Audit Sales Performance: partner with sales leadership to plan and execute enablement strategy that drive measurable, improved Sales Performance through content, training, and coaching services.

  • Ensure robust weekly and monthly Sales Performance Data Analysis and track performance against objectives.

  • Ensure your organization coaches all new hire sales consultants to meet and/or exceed minimum Sales Performance Standards.

  • Pilot Sales Performance: review monthly location based Customer Service productivity, quality, and Sales Performance goals, report and track performance against goals.

  • Be accountable for recruiting and training new sales staff, assigning specific tasks to other sales staff, and monitoring the teams Sales Performance.

  • Increase Sales Performance by partnering with sales professional (or teams) to present Human Capital Management Strategies and Business Solutions to clients.

  • Create comprehensive dashboards and automated reports for Sales Performance Metrics, sales productivity, coverage rates by sales teams, revenue forecasts, renewal/retention rates, etc.

  • Increase Sales Performance by partnering with sales professionals to present Human Capital Management Strategies and Business Solutions to customers and prospects.

  • Oversee Sales Performance: partner with sales leadership to plan and execute enablement strategy that drive measurable, improved Sales Performance through content, training, and coaching services.

  • Analyze Digital Customer Sales Performance and benchmarking.

  • Serve as a technical resource to the Enterprise Sales organization.

  • Create robust dashboards in Data Visualization platforms for Customer Acquisition efforts to drive marketing optimization and sales efficiency.

  • Help manage a content repository of sales assets in conjunction with Product Marketing to ensure a centralized repository of materials that meets the needs of the sales organization.

  • Make sure that your organization cross sells products and services through effective use of sales skills and extensive product and service knowledge.

  • Motivate sales staff and monitor production levels by using established protocols and sales systems.

  • Collaborate with Sales And Marketing on how to share and market your content to potential customers.

  • Pilot Sales Performance: in partnership with the sales team, formulate and execute a sales strategy to exceed revenue objectives through adoption and customer stickiness.

  • Set up accurate billing for sales and catering clients and follow up on deposits per contract.

  • Identify Sales Performance: act as a resource for sales executives to develop strategic plans and solutions for prospects and clients and prospects.

  • Manage work with Sales Management to create and implement new prospecting strategies.

  • Conduct the sales strategy, operations, and productivity (SOPs) team owns the functional work streams that amplify the success of your salespeople and have a hybrid of skills across Strategic Planning, analytics, Process Excellence, and systems optimization.

  • Confirm your organization builds an effective consultative relationship with customers during the sales process to ensure Customer Satisfaction.

  • Manage your delivery leadership to respond to opportunities, and team sell through RFP responses or other types of Sales Cycles.

  • Manage work with the development team to document new features and leverage existing tools to inform Customer Success Managers, the sales team, and existing clients about features.

  • Methodize Sales Performance: plan and control inventory of finished goods for sales warehouses, Distribution Centers, and factors mixing points to meet sales and distribution demand.

  • Use Sales Forecasting or Strategic Planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring Market Trends.

  • Confirm your organization ensures alignment of Key Performance Indicators (KPIs) and Critical Success Factors (CSFs) to Business Objectives and that objectives are realized.

  • Assure your group identifies opportunities for process or system improvement and partner with teams upstream and downstream to execute changes.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. When information truly is ubiquitous, when reach and connectivity are completely global, when computing resources are infinite, and when a whole new set of impossibilities are not only possible, but happening, what will that do to your business?

  2. Are required metrics defined, what are they?

  3. How do you do Risk Analysis of rare, cascading, catastrophic events?

  4. What are your current levels and trends in key Sales Performance Measures or indicators of product and process performance that are important to and directly serve your customers?

  5. How do you know that any Sales Performance Analysis is complete and comprehensive?

  6. What Sales Performance Standards are applicable?

  7. How do you spread information?

  8. What methods do you use to gather Sales Performance data?

  9. What resources are required for the improvement efforts?

  10. How do you verify and develop ideas and innovations?


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

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

  • 62 step-by-step Sales Performance Project Management Form Templates covering over 1500 Sales Performance 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 Performance project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Performance Project Team have enough people to execute the Sales Performance 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 Performance 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 Performance 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 Performance 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 Performance 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 Performance project with this in-depth Sales Performance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Performance 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 Performance 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 Performance investments work better.

This Sales Performance 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.