Save time, empower your teams and effectively upgrade your processes with access to this practical Sales management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sales management 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 management specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Sales management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
- 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 625 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 management improvements can be made.
Examples; 10 of the 625 standard requirements:
- Which personal selling approaches is your organization using to help customers reach strategic goals through use of products, services, and sales organization expertise?
- Do our quotas account for an individual salespersons experience and background, as well as territorial, product, and customer?
- How does a seller cope with buyer needs once the company is a supplier and a long-term relationship is anticipated?
- How was market research and product development interlinked in the development of your last product?
- Do you audit your sales pipeline management process and hold your sales staff just as accountable?
- Are you trying to improve the quality of your Customer Service?
- Have all non-recommended alternatives been analyzed in sufficient detail?
- Authority: Does the prospect have the authority to make commitment?
- What are the stages of managing a direct marketing campaign?
- What actually has to improve and by how much?
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 management book in PDF containing 625 requirements, which criteria correspond to the criteria in...
Your Sales management 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 management Self-Assessment and Scorecard you will develop a clear picture of which Sales management areas need attention, which requirements you should focus on and who will be responsible for them:
- Gives you a professional Dashboard to guide and perform a thorough Sales management 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 management projects with the 62 implementation resources:
- 62 step-by-step Sales management Project Management Form Templates covering over 6000 Sales management project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Scope Statement: Are there backup strategies for key members of the Sales management project?
- Project Performance Report: To what degree can team members frequently and easily communicate with one another?
- Planning Process Group: To what extent have the target population and participants made the activities their own, taking an active role in it?
- Cost Management Plan: Have lessons learned been conducted after each Sales management project release?
- Quality Metrics: Do the operators focus on determining; is there anything I need to worry about?
- Quality Audit: Are the intentions consistent with external obligations (such as applicable laws)?
- Cost Management Plan: Is there a formal set of procedures supporting Issues Management?
- Quality Audit: How does the organization know that its risk management system is appropriately effective and constructive?
- Probability and Impact Assessment: Monitoring of the overall Sales management project status Ð are there any changes in the Sales management project that can effect and cause new possible risks?
- Stakeholder Analysis Matrix: Are there two or three that rise to the top, and a couple that are sliding to the bottom?
Step-by-step and complete Sales management Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Sales management project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Sales management 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 management 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 management 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 management 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 management project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Sales management project with this in-depth Sales management Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Sales management 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 management and put process design strategies into practice according to best practice guidelines
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 management investments work better.
This Sales management All-Inclusive Toolkit enables You to be that person.