Sales Toolkit

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Use historical sales data and collected input from marketing and other business functions to translate high level (aggregate) demand plans into more discreet demand plans that can be used for material planning.

More Uses of the Sales Toolkit:

  • Communicate daily with delivery, warehouse and sales team to coordinate resources, manpower and equipment to optimize Service Levels, maintain efficiency, and minimize cost.

  • Drive: partner with related sales, marketing, and support resources in the successful advancement of critical opportunities and market penetration.

  • Devise: actively work alongside the client solutions team to acquire new customers, close sales opportunities, and to ensure the continued business of your existing clients.

  • Devise: customer solution centers are made up of teams that provide remote (offsite) service; customer access, pre sales, post sales, and Service Delivery.

  • Collaborate with the delivery organization and Sales Engineering to maximize revenue growth, account penetration and client satisfaction.

  • Ensure you launch; lead and collaborate with Systems Engineering, Inside Sales, Specialists, Professional Services and channel partners to drive long term success with your clients.

  • Initiate: work closely with your success and sales organizations to understand processes, and how you help address client needs and product pain points through technical solutions.

  • Arrange that your organization Sales Engineering is a key member of the sales organization aligning your observability technologies with the needs of your prospective customers.

  • Manage multiple client projects at any given time, collaborating with Sales, Project Managers, Operations, and at times external organizations and End Clients.

  • Develop, implement, and refine a framework for measuring and reporting on the business impact of marketing activities on sales targets and other business goals.

  • Devise: monitor the central Sales And Marketing department effectiveness on an on going basis to achieve established service level and departmental standards.

  • Manage the Customer Service team to build out processes that support your growing customer base, collaborating closely with sales, legal, finance, marketing and engineering.

  • Analyze research findings and prepare written reports and illustrations to supPort Management and sales teams in the identification of potential markets, specific clients, and targeted technologies.

  • Drive customer integrations by collaborating closely with other Directly teams, like Delivery, Sales, Engineering, Product, and Technical Support.

  • Supervise: on a weekly basis, setting goals for sales inputs, working with finance to analyze revenue achievement, and providing insights to accelerate revenue.

  • Supervise: work closely with engineering, it, marketing, sales, support, legal, Executive Management and external partners to deliver optimal products and services.

  • Organize: work alongside the direct sales and channel sales team to identify partnership opportunities that help drive partner enabled and influenced customer leads and channel growth.

  • Govern: work directly with sales department to determine most cost effective distribution solution for finished goods transportation to customers.

  • Drive account sales strategy and establish communication cadence with the extended account resources to ensure full engagement and accountability.

  • Create a standardized outreach for current and future clients and coordinate its implementation across sales channels, client management, vendor and merchant acquisitions, and Marketing And Communications.

  • Organize: partner with the product, finance, and sales to drive direction and strategic initiatives through quantitative and qualitative analysis.

  • Coordinate with sales, customers, and operations to establish effective Distribution Channels and the logistics resources and processes delivering continuity of supply with economic logic.

  • Be accountable for generating calls into the facility for all program service lines thorough the effective application of ethical marketing principles and sales methods.

  • Keep abreast of market and competitive activity; recommend actions in areas where competitor activities are having a negative impact on sales goals.

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


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales 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 992 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 improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. What are the handful (ideally, six to eight) of Key Performance Indicators that are necessary to run and manage your business and to indicate that you are on the right path to achieving your goals?

  2. Have you examined current production, distribution, Sales And Marketing strategies (including websites and Social Media) of the business and the likely impact of a change of ownership?

  3. How are various stakeholders as salespeople, sales managers, investors, other organizational divisions, and customers impacted by changes in the sales-force structure?

  4. How do you and your organization begin to take steps to ensure that your future sales training investments will have impact and drive effective Customer Engagement?

  5. Does your organization have a defined revenue target for each market segment, that identifies the sales, and gross profit dollars required for each market segment?

  6. How is the relationship between the Operations Manager and the sales staff different from the relationship between a Project Manager and the project team members?

  7. What should organizations look for in a solution for sales Performance Management that will align to the new requirements for subscription-based businesses?

  8. Are your sales personnel and partnership channels conscious, motivated, skilled, convinced and equipped and achieving your desired business results?

  9. Are you a healthcare organization looking to drive exceptional sales among your brands or strengthen an existing sales force with added promotion?

  10. Do you predict which people will be high performers in sales, research, or assembly-line work on the basis of personality characteristics alone?

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 book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Do others have the time to dedicate to your Sales project?

  2. Team Member Performance Assessment: Has the appropriate access to relevant data and analysis capability been granted?

  3. Change Request: Will the change use memory to the extent that other functions will be not have sufficient memory to operate effectively?

  4. Stakeholder Management Plan: Are Software Metrics formally captured, analyzed and used as a basis for other Sales project estimates?

  5. Procurement Audit: Are buyers rotated so that they do not deal with the same vendors year in and year out?

  6. Project Performance Report: To what degree does the funding match the requirement?

  7. WBS Dictionary: Are estimates of costs at completion generated in a rational, consistent manner?

  8. Stakeholder Management Plan: What proven methodologies and standards will be used to ensure that materials, products, processes and services are fit for purpose?

  9. Cost Baseline: Has the Sales project (or Sales project phase) been evaluated against each objective established in the product description and Integrated Sales project Plan?

  10. Human Resource Management Plan: Is documentation created for communication with the suppliers and Vendors?

Step-by-step and complete Sales 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 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 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 project with this in-depth Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales 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 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 investments work better.

This Sales 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.