Sales Activities Toolkit

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Evaluate Sales Activities: work directly with support, the field, and customers to collect relevant data to come up with solutions and/or workarounds on complex, critical customer problems.

More Uses of the Sales Activities Toolkit:

  • Manage internal Sales Activities to ensure consistent approach to marketplace across geographies and industry groups.

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

  • Drive Sales Activities: regularly meet with sales supervisor to review weekly Sales Activities, progress on goals, and status of prospective customers.

  • Support the sales teams in negotiating and executing CX Sales Activities and directly and indirectly driving revenue.

  • Acquire and maintain customer relationships over the entire customer lifecycle by discovering and understanding the financial needs at the transaction window, platform desk, in the lobby or during out of the branch Sales Activities.

  • Develop Sales Activities with new enterprise account customers; up sell and cross sell to the existing customer base.

  • Oversee Sales Activities: track Sales Activities, opportunities and forecasts in Sales Management system.

  • Ensure you carry out; lead Business Development and pre Sales Activities, working Cloud and DevOps opportunities with the sales team and pre sales engineers.

  • Steer Sales Activities: regularly meet with sales supervisor to review weekly Sales Activities, progress on goals, and status of prospective customers.

  • Provide technical and product knowledge expertise in post Sales Activities to support clients needs and ensure satisfaction through the relationship life cycle.

  • Collaborate on pre Sales Activities with (Innovation and Growth teams) by developing and maintaining high quality marketing and capability content.

  • Support pre Sales Activities as demonstrations, trials, and solution scope definition.

  • Make sure that your organization supports the development of short and long term strategic product plans in support of market, sales and profitability objectives.

  • Develop and socialize strategic plans, drive initiatives and support sales motions, and enable sales acceleration, deal closure, and Cloud consumption.

  • Ensure your design communicates sales data and market relevant insights with distributor partners.

  • Be accountable for working closely with the Success and Sales teams to ensure successful Customer Retention and renewal of existing accounts.

  • Be accountable for mining of linkedin data using linkedin sales navigator.

  • Help document, shape, iterate, and scale strategy, taking initiative to improve sales practices, tools, and content.

  • Collaborate with product, marketing, and sales leadership to ensure overall strategies are aligned and continuously improved.

  • Audit Sales Activities: partner with sales executives to plan, prepare and execute on strategic deals in most complex sales cycles.

  • Perform all Accounts Receivable functions as seeking approval for incoming purchase orders, creating Sales Orders, Invoices, and Packing Slips.

  • Manage consistently to a common plan, providing sales leadership in the implementation of corporate Sales Strategies.

  • Be accountable for pricing organization for your organization, working with Finance, Sales and Product Management teams.

  • Use Data Analysis of sales performance, customer accounts, Competitive intelligence, and Market Trends to develop, implement, and make needed adjustments to market penetration plans and account based strategies to compete and win enterprise software deal that increase net new revenues.

  • Guide Sales Activities: monitor the central Sales And Marketing department effectiveness on an on going basis to achieve established service level and departmental standards.

  • Collaborate with Product Development, content, marketing and Product Teams to provide compelling UX and products to users across all digital sales channels.

  • Drive initiatives that result in improved market share and work closely with sales to develop strategies for account opportunities.

  • Be accountable for providing Reports And Dashboards for business to review the statistics of the Sales and Service offered by the product team.

  • Ensure you direct; field communications partners closely with corporate communications, Sales Operations, ecosystems and Business Development.

  • Engage in Capacity Management during Sales and Operations Planning, master scheduling, materials requirements planning, and production activity control.

  • Establish that your organization directs and coordinates, through subordinate supervisory personnel, activities of operations department to obtain optimum Use Of Equipment, facilities, and personnel.

  • Initiate Sales Activities: cooperative atmosphere you encourage, develop, and combine your individual talents to allow everyone to be part of rewarding team efforts.


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 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 Sales Activities improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Do you think you know, or do you know you know?

  2. Are the criteria for selecting recommendations stated?

  3. Have the concerns of stakeholders to help identify and define potential barriers been obtained and analyzed?

  4. Can you measure the return on analysis?

  5. What information do you gather?

  6. Do you know what you are doing? And who do you call if you don't?

  7. What process should you select for improvement?

  8. Does Sales Activities appropriately measure and monitor risk?

  9. How will you measure your QA plan's effectiveness?

  10. To what extent would your organization benefit from being recognized as a award recipient?

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 994 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. 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 Sales Activities project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

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



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.