Sales Channel Toolkit

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Pilot Sales Channel: conduct internal review against customer Compliance Requirements, support projects throughout the enterprise by identifying information risks and potential solutions.

More Uses of the Sales Channel Toolkit:

  • Create a standardized outreach for current and future clients and coordinate its implementation across Sales Channels, client management, vendor and merchant acquisitions, and Marketing And Communications.

  • Pilot Sales Channel: overall coordination, Functional Management, and leadership of national accounts Sales Channel and related activities.

  • Oversee Sales Channel: integration of Digital Marketing and communications tools into your Professional Sales Channel to optimize your campaign strategies and messages.

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

  • Enable adherence to all Element Policies and Procedures through negotiations to facilitate vehicle sales through all Sales Channels to achieve highest price in the shortest time for Element and your clients.

  • Ensure you facilitate; understand and assess core Sales Channel product opportunities in order to proactively determine how to best sell and drive demand through research and analysis of the Competitive Landscape.

  • Create standardized outreach for current and future clients and coordinate its implementation across Sales Channels, client management, and marketing and communication.

  • Contribute to the Sales Enablement strategy and provide Thought Leadership around the management of an indirect Sales Channel.

  • Create Digital strategy with an emphasis on delivering results and positive disruption for your website and Retail Sales Channels.

  • Keep growing your skills to help your team with Business Development and sales efforts.

  • Be the product champion and expert point of contact for implementation consultants, support desk, documentation, sales support, marketing, and Product Strategy.

  • Ensure staffing levels are appropriate for occupancy levels and that staff is thoroughly trained on Front Desk Operations and Sales Strategies.

  • Provide on boarding support and expertise to the sales, sales consultants, Account Management teams.

  • Coordinate the management of the teams development and sales status and ensure compliance organization processes.

  • Meet and/or exceed department standards related to productivity and sales standards established through measurements.

  • Support the design of Sales Strategies and business plans to leverage the next generation of products.

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

  • Ensure your organization utilizes sales planning and Market Research to accomplish ongoing analysis of Competitive Products, selling techniques, Consumer Research, marketing legislation, new products, pricing and distribution.

  • Confirm your operation provides technical and sales consulting, support for end user CAPEX and OPEX investments.

  • Achieve individual sales by proactively identifying, marketing, and recommending organization products and services beneficial to the customer.

  • Supervise Sales Channel: strategically drive new business in selected accounts in close synergy with the account teams and manage assigned services sales and revenue targets.

  • Lead on going market analysis by obtaining intelligence through multiple sources as sales team, customers, and distribution to develop and implements regional strategies.

  • Formulate Sales Channel: analytical, Data Driven thinker and methodical/process driven in your sales approach.

  • Develop a sales and client success enablement function from the ground up.

  • Initiate Sales Channel: consistently monitor the activity of the Sales Development team and track results to continually improve productivity.

  • Ensure you present; lead the design, development, customization and timely execution of proactive Customer Success pre sales engagements and solutions.

  • Create daily audit report with sales information and auditing discoveries for Executive Management.

  • Warrant that your enterprise understands Sales Processes and relationships.

  • Coordinate Sales Channel: partner with Enterprise Sales colleagues to establish and grow newly on boarded, high value customers.

  • Create a territory plan that optimizes call routes, maximizes time in the field and ensures you are delivering and executing a sales plan that meets or exceeds stated Performance Targets.

  • Control Sales Channel: you are prepared to collaborate with internal stakeholders and channel partners to drive the data acquisition and analytics development of Digital Analytics.

  • Ensure you govern; beyond providing leadership to all the Accounting sub functions, work in partnership with the CFO to manage your organizations legal and operational risk through processes and controls.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What you are going to do to affect the numbers?

  2. Will your goals reflect your program budget?

  3. Which issues are too important to ignore?

  4. What practices helps your organization to develop its capacity to recognize patterns?

  5. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  6. How will you know that a change is an improvement?

  7. What are your most important goals for the strategic Sales Channel objectives?

  8. Who makes the Sales Channel decisions in your organization?

  9. What Sales Channel skills are most important?

  10. Are the Sales Channel benefits worth its costs?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Channel 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 Channel 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 Channel investments work better.

This Sales Channel 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.