Inside Sales Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Create the right mix of Field and Inside Sales, develop a New Partner Program, work to ensure you drive a Sales Data Driven culture based Sales Development Programs to support your value based selling Go To Market Plan.

More Uses of the Inside Sales Toolkit:

  • Ensure activities meet and integrate with organizational requirements for Quality Management, Health And Safety, legal stipulations, environmental policies and general duty of care.

  • Identify: champion Continuous Improvement efforts through knowledge and awareness, training, procurement, and Process Improvement.

  • Manage: market new and existing client policies with insurance carriers you represent with help from your Inside Sales And Marketing department.

  • Standardize: partner with your digital (inside) sales leaders to understand the needs of the team and design and execute a customized enablement strategy to support the teams sales readiness and effectiveness.

  • Manage work with Inside Sales rep to develop and maintain territory Business Plan and programs aimed at revenue growth.

  • Manage: through a combination of Inside Sales and Digital Marketing, you actively pursue prospects while facilitating customer discovery.

  • Manage work with Sales Team, Inside Sales And Marketing teams to develop and execute strategic Marketing Plan, campaigns and sales.

  • Liaise with other functional groups and departments to support operational capabilities, changes, and improvements and to communicate timelines and deliverables to complete projects on time.

  • Contribute to the evaluation and development of Operational Strategy and performance in conjunction with the sales and Management Teams.

  • Methodize: own, develop, and implement a comprehensive onboarding training for all new Digital Sales Team Members to ensure faster time to sell.

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

  • Warrant that your organization assess the Sales Teams progress toward organization Customer Acquisition goals by creating quarterly and monthly sales reports.

  • Orchestrate: Inside Sales manage and supervise all Inside Sales/Customer Service personnel to achieve highest Customer Satisfaction Levels.

  • Manage work with cross functional teams and external partners to develop business/Product Plans around new monetization opportunities.

  • Coordinate: partnership with your concierge style Inside Sales associates who understand where you want to sell and deliver vetted leads to you in real time.

  • Ensure you really do understand your clients and how to ensure the products and services you represent add value to portfolio relationship / Client Management is your middle name.

  • Emphasize product/service features and benefits, quote prices, consider credit terms, and prepare sales order forms and/or reports.

  • Ensure you are helping you set a new standard of excellence and delivery in the credit industry every single thing you do on your team brings you closer to that goal.

  • Sell your organizations full suite of Digital Products/ services to new prospects through a consultative sales approach.

  • Ensure you manage your sales pipeline and revenue forecast in Salesforce to ensure accurate recording of prospecting activity.

  • Align with Inside Sales colleagues for most effective territory planning and execution, covering all routes to market.

  • Establish relationships with Field Sales, Inside Sales, campaigns, Professional Services and others, working to ensure teams are enabled with marketing materials needed to meet business goals.

  • Orchestrate: research and evaluate new technologies and companies to identify new monetization opportunities for content distribution and partnerships.

  • Ensure you consider; lead, direct, evaluate, and develop your organizations Sales Force (field and Inside Sales) to achieve established sales and profit goals.

  • Confirm your operation complies; focus on top tier accounts and collaborate with Inside Sales Teams and Channel Partners to ensure complete coverage of entire account portfolio.

  • Pilot: partner with internal business organizations marketing, sales, Inside Sales, operations, Product Management, it, and finance, etc.

  • Promote cross selling opportunities with other sales divisions, Inside Sales and other Sales Support personnel.

  • Ensure you cultivate; lead coordinating account Strategy And Tactics for Sales Support team (Inside Sales, Systems Engineering, sales management).

  • Manage work with local Inside Sales Team to establish an efficient logistics plan to ensure all items are consistently stocked all times.

  • Control: team up closely with sales leadership to ensure that partner and Inside Sales Teams are providing sufficient support and on track to contribute to achieving bookings and pipeline goals.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you measure variability?

  2. Have the types of risks that may impact Inside Sales been identified and analyzed?

  3. Does a good decision guarantee a good outcome?

  4. Do you have organizational privacy requirements?

  5. Has a Cost Center been established?

  6. Who owns what data?

  7. What information qualified as important?

  8. Will there be any necessary staff changes (redundancies or new hires)?

  9. What is it like to work for you?

  10. Are the measurements objective?

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

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

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

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

In using the Toolkit you will be better able to:

  • Diagnose Inside 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 Inside 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 Inside Sales investments work better.

This Inside 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.