Sales Activities Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sales Activities 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 946 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 Activities improvements can be made.

Examples; 10 of the 946 standard requirements:


1. Is it a lead score, an activity threshold that determines when a lead is ready for your sales team, or maybe its leads completing a specific action, like requesting a demo or sales call?
   
   

2. What are the major types of sales force, and what are the differences between types as regards the nature of the selling process and the sorts of skills and activities involved?
   
   

3. Can your organization provide full and complete customer records of all regulated sales or credit broking and debt management activity that it has undertaken?
   
   

4. Are branch managers scheduling enough time for specific employees to perform business development activities to align with role expectations and drive sales?
   
   

5. What percentage transactions occurring at locations that are being studied are strictly stamp sales, with no other activities taking place during the visit?
   
   

6. How effective and focused can sales resources be, considering the individual capacity to manage and execute so many different activities of the sales cycle?
   
   

7. How is are leads nurtured and how can activities be performed through the alignment of the sales and marketing teams using proper lead scoring practices?
   
   

8. Are your internal control procedures around your sales forecast and marketing activities effective to cope with the disruptions seen in consumer markets?
   
   

9. Are your marketing responsibilities structured to best serve the needs of different marketing activities, products, target markets and sales territories?
   
   

10. Does the CMO have a track record of successfully supporting commercialization activities, including offering additional sales and marketing services?
    
    


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 Activities book in PDF containing 946 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Issue Log: Are there too many who have an interest in some aspect of your work?
   
   

2. Monitoring and Controlling Process Group: Are the necessary foundations in place to ensure the sustainability of the results of the programme?
   
   

3. Responsibility Assignment Matrix: If a role has only Signing-off, or only Communicating responsibility and has no Performing, Accountable, or Monitoring responsibility, is it necessary?
   
   

4. Risk Audit: What is happening in other jurisdictions? Could that happen here?
   
   

5. Executing Process Group: Would you rate yourself as being risk-averse, risk-neutral, or risk-seeking?
   
   

6. Probability and Impact Assessment: Supply/demand Sales Activities projections and trends; what are the levels of accuracy?
   
   

7. Human Resource Management Plan: Is there a formal process for updating the Sales Activities project baseline?
   
   

8. Risk Management Plan: Can the risk be avoided by choosing a different alternative?
   
   

9. Team Directory: How do unidentified risks impact the outcome of the Sales Activities project?
   
   

10. Project or Phase Close-Out: Is the lesson based on actual Sales Activities project experience rather than on independent research?


 
Step-by-step and complete Sales Activities Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Sales Activities project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sales Activities project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Sales Activities 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 Sales Activities 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 Sales Activities 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 Activities project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Sales Activities project with this in-depth Sales Activities Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sales Activities 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 Activities 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 Activities investments work better.

This Sales Activities 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.