Channel Sales Toolkit

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Lead Channel Sales: review report for data compliance and identifying gaps; complete monthly and/or quarterly report for departmental needs.

More Uses of the Channel Sales Toolkit:

  • Organize Channel Sales: 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.

  • Coordinate Channel Sales: 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.

  • Create and implement a Channel Sales program to boost growth, increase demand, and improve product recognition through the use of marketing, advertising and strategic relationships.

  • Systematize Channel Sales: plan and execute to attain the retail Channel Sales growth and profitability objectives for owned category as committed in thE Business plan.

  • Systematize Channel Sales: 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.

  • Coordinate a broad group of channel owners in the assembly of tactics and activities that come together as an integrated marketing program to drive Customer Engagement.

  • Lead Channel Sales: own designing business models, pricing, channel strategy, target segments, customer profiles, execution plan and financial Business Cases for solutions and verticals.

  • Ensure you champion; lead the review and optimization of partner marketing campaigns the right channel and content mix and Customer Segmentation alignments.

  • Initiate Channel Sales: work hand in hand with the Data Analytics team, providing insights and optimizations for each channel always linking initiatives back to your business goals.

  • Systematize Channel Sales: leverage your real time data dashboards and cross channel attribution and analytics platform to identify bottlenecks and opportunities.

  • Assure your planning complies; as the channel Business Development team, you help expand the footprint of atlassian in key market segments whether through growth with existing partners or new partner engagement.

  • Make sure that your corporation complies; this channel is serviced through a series of Account Management teams that the Partner Consulting team directly supports.

  • Make sure that your organization complies; secures competitive insights, evaluates marketing program performance, and crafts actionable insights to improve marketing program, channel and tactic effectiveness.

  • Create holistic, cross channel paid media strategies driving short and long term growth, gaining alignment from cross organizational partners.

  • Identify Channel Sales: partner with it, Channel Management, Digital Marketing, brand teams, communications, Learning And Development, and other business partners to drivE Business.

  • Confirm your business assess Sales And Marketing programs to identify areas for optimization (targeting, messaging, channel selection, tactical execution, technology enablement).

  • Make sure that your strategy complies; partners with the Human Resources and supports recruiting through the development of messaging and channel distribution strategies.

  • Ensure you designate; lead development of omni channel communication strategy for agreed focus brands in consumer and professional channels to deliver against brand strategies.

  • Ensure you facilitate; understand and assess core sales channel product opportunities in order to proactively determine how to best sell and drive demand through research and analysis of the Competitive Landscape.

  • Establish and communicate a clear strategic vision for the digital messaging channel that accounts for Industry Standards and Competitive Analysis.

  • Be accountable for identifying new contact channel technologies to evaluate and implement into existing Call Management solutions.

  • Establish Channel Sales: partner with category marketing, finance, and internal Supply Chain partners to project sell through, sell in and channel inventory for the quarter based ON Demand, supply, and customer orders to help thE Business manage financial and operational targets.

  • Be accountable for analyzing product lifecycle and extracting insights on pricing and channel behavior to inform future buying decisions.

  • Orchestrate Channel Sales: partner with internal channel and planning teams to own weekly, monthly and quarterly reports, trends, insights and recommendations.

  • Manage work with channel operations, sales, and other Key Stakeholders to review penalties and fees coming in from retail partners.

  • Ensure you aid; understand and clearly communicate your products technical and commercial details to the industry, stakeholders and channel partners.

  • Develop dashboards that enable reporting, analysis and Decision Making for long term forecasting, Product Lifecycle Management and Social Media marketing channel development.

  • Manage Channel Sales: own the close in innovation (line extensions) for core platforms, evaluating and recommending options for the brand and/or product expansion based on Industry Trends and channel analytics.

  • Visualize various cross channel user journeys and pathways across the full lifecycle to ensure all marketing initiatives are appropriately communicated, targeted, and tracked.

  • Govern Channel Sales: own full funnel customer acquisition and collaborate with channel managers on strategy, planning, and execution of growth initiatives.

  • Be accountable for providing support to Salesforce users in all groups to resolve issues with Salesforce and related applications through your Sales Operations Case Queue.

  • Govern Channel Sales: management of rental rates, discounts, customer protection plan and other income sources.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. In the past few months, what is the smallest change you have made that has had the biggest positive result? What was it about that small change that produced the large return?

  2. Do you have a Channel Sales success story or case study ready to tell and share?

  3. Do Channel Sales rules make a reasonable demand on a users capabilities?

  4. What are your needs in relation to Channel Sales skills, labor, equipment, and markets?

  5. What is your cost benefit analysis?

  6. Is there a strict Change Management process?

  7. How would you define Channel Sales leadership?

  8. What do you need to qualify?

  9. What, related to, Channel Sales Processes does your organization outsource?

  10. What details are required of the Channel Sales cost structure?

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

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

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

  4. Closing Process Group: Did the Channel Sales Project Team have enough people to execute the Channel Sales 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 Channel Sales 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 Channel Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Channel Sales Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Channel Sales 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 Channel Sales 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 Channel 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 Channel 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 Channel Sales project with this in-depth Channel Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel 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 Channel 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 Channel Sales investments work better.

This Channel 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.