Inside Sales Toolkit

Downloadable Resources, Instant Access

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.

More Uses of the Inside Sales Toolkit:

  • Provide an Inside Sales service for customers, distributors and interested parties.

  • Drive profitably and grow revenue for target accounts in partnership with the Inside Sales team.

  • Collaborate with Systems Engineering, Inside Sales, specialists, professional services and channel partners.

  • Guide: partner with the field and Inside Sales teams to meet and exceed all service expectations.

  • Identify and provide guidance to Inside Sales Support you on potential opportunities.

  • Manage sales territories, help design and administer sales territories for the field and Inside Sales teams.

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

  • Establish new Agile processes for Inside Sales organization emphasizing a high standard of excellence.

  • Manage work with the Inside Sales staff on email blasts to agents (once a month).

  • Use performance data to identify knowledge or skill gaps across the Inside Sales team.

  • Ensure you surpass; lead, motivate, and develop high performing Business Development (Inside Sales) and SMB/Mid Market Sales Teams.

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

  • Collaborate with Inside Sales to identify and transition accounts with growth potential.

  • Manage work with Business Development rep and Inside Sales rep to generate new opportunities.

  • Communicate market and client data to the corporate office (General management or Inside Sales support) timely, especially problems or opportunities.

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

  • Deliver ongoing training and learning to all the Inside Sales team members.

  • Ensure consistent coordination between Production Control and Inside Sales.

  • Create Inside Sales department and hire management of Inside Sales.

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

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

  • Devise: pre plan and align account penetration strategy with Inside Sales and special markets partners.

  • Be accountable for coordinating closely with your Inside Sales support team and your vendors to plan and execute the promotion of products and services to customers.

  • Manage work with Inside Sales to develop and close new, growing and profitable accounts.

  • Manage incoming lead data as an Inside Sales Professional.

  • Ensure you audit; lead coordinating account strategy and tactics for sales support team (Inside Sales, Systems Engineering, sales management).

  • Drive profitably and grow revenue for target accounts in partnership with Inside Sales team.

  • Be accountable for training in Inside Sales strategy, Sales And Marketing techniques and systems.

  • Confirm your corporation complies; focus on top tier accounts and collaborate with Inside Sales teams and channel partners to ensure complete coverage of entire account portfolio.

  • Devise: Inside Sales account executive remote at heroic Cybersecurity.


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. When should a process be art not science?

  2. Are all staff in core Inside Sales subjects Highly Qualified?

  3. What are the gaps in your knowledge and experience?

  4. Do Quality Systems drive Continuous Improvement?

  5. Does the problem have ethical dimensions?

  6. What are the personnel training and qualifications required?

  7. How widespread is its use?

  8. How do you gather the stories?

  9. Is there any existing Inside Sales governance structure?

  10. What criteria will you use to assess your Inside Sales risks?

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.