Field Sales Toolkit

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

More Uses of the Field Sales Toolkit:

  • Collaborate with Field Sales Team in Contract Negotiations with customer; assess risk and reach profitable agreements and longterm Customer Engagement.

  • Communicatemaintain a direct line of communication with the inside and Field Sales Management to promote consistent collaboration with the partner sales teams through face to face or virtual meetings.

  • Develop Field Sales: service line sales specialists (sls) are Field Sales executives focused on creating, pursuing and closing opportunities in nominated industry markets.

  • Be the voice of the Field Sales to corporate to continually improve and ensure successful outcomes.

  • Confirm your team acts as liaison with Field Sales, Business Development, marketing, Product Development, finance, operations, and corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements.

  • Drive the Strategic Planning Process supporting thE Business Partners on the Field Sales Team.

  • Be accountable for partnering across surface Product Marketing, operations, legal, Field Sales, channel partners, and finance on creative and solution based deal making initiatives that drive revenue growth and enable Digital Transformation for your multinational enterprise customers.

  • Confirm your organization acts as liaison with Field Sales, Business Development, marketing, Product Development, finance, operations, and corporate to resolve client issues concerning payroll and ancillary products to ensure client satisfaction and profitability requirements.

  • Coordinate Field Sales: constant and Effective Communication with Field Sales Team about hospital leads.

  • Systematize Field Sales: work closely with Field Sales, Inside Sales, marketing, Professional Services and competitive research team to help better understand your market and Competitive Landscape.

  • Formulate Field Sales: effectively interact with Field Sales, cloud team and Line Of Business decision makers.

  • Be the face of marketing to the Field Sales Teams, and conversely communicate needs of the field back to corporate marketing.

  • Execute various call campaigns by leveraging lead sources derived by Field Sales, marketing programs, trade show is, business partners, etc.

  • Establish and propagate proven Product Marketing techniques and processes in order to support Product Strategy, product launch, Marketing Communications and Field Sales.

  • Coordinate the involvement of Field Sales Engineers and support teams so that performance objectives and customers expectations are consistently met.

  • Maintain a direct line of communication with the inside and Field Sales Management to maintain a consistent work effort in proactive collaboration with the partner sales team.

  • Create a feedback loop with Field Sales And Marketing to ensure the content and programs continuously improve to meet and exceed the needs of the field.

  • Govern Field Sales: effectively work with the Field Sales Team to build and execute a territory plan to maximize revenue.

  • Take partner sales plays, offerings, and industry assets/solutions to specific markets for local execution and engagement with your Salesforce Field Sales Teams and Salesforce Industries.

  • Convert incoming leads into qualified Customer Engagements for channel partners and/or the Field Sales Team to work to closure.

  • Evaluate Field Sales: design, develop and manage onboarding and Continuous Learning programs for Field Sales, sales engineers and channel partners.

  • Develop management reports that identify areas of success and deficiencies for Sales Management to redirect and refine Field Sales activities.

  • Provide sales engineering/architecture support to new and existing customers as key member of the Field Sales Team.

  • Manage work with Product Marketing/management to structure and format content so that it aligns with sales messaging, learning design, and the consumption needs of Field Sales organization.

  • Manage key internal partners like the Digital Advisors, Customer Success Managers, Domain Solution Architects, and Field Sales Teams to drive sales and delivery.

  • Tie together multiple data sources to create reporting that supports the Field Sales Team.

  • Confirm your organization partners with engineering to ensure designs are effectively translated into the field environment.

  • Follow the product into the field to understand end user and business owner satisfaction and assess needs/opportunities for ongoing enhancements or additional product buildout.

  • Solicit and consolidate input from customers and field staff to provide in depth market analysis and insight regarding customer and market needs, issues and opportunities.

  • Centralize and curate Field and customer input to product owners, while focusing on security related features that are most relevant for Splunk customers.

  • Represent the Voice of the customer to influence Product Direction and inform your Sales And Marketing efforts.

  • Confirm your team creates or contributes to strengthening Internal Systems/processes to ensure quality, consistency, and mission alignment of internal/external initiatives, Decision Making, and communications.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What are current Field Sales paradigms?

  2. How do your work systems and key work processes relate to and capitalize on your core competencies?

  3. How can you improve Field Sales?

  4. What is your Field Sales quality Cost segregation study?

  5. How important is Field Sales to the user organizations mission?

  6. Are required metrics defined, what are they?

  7. Do the Field Sales decisions you make today help your organization in three years time?

  8. Explorations of the frontiers of Field Sales will help you build influence, improve Field Sales, optimize Decision Making, and sustain change, what is your approach?

  9. Which Field Sales goals are the most important?

  10. Who are your Key Stakeholders who need to sign off?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Field 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 Field 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 Field 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 Field 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 Field 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 Field Sales project with this in-depth Field Sales Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Field 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 Field 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 Field Sales investments work better.

This Field 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.