Sales Channels Toolkit

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Evaluate Sales Channels: design software, digital tools and workflows that achieve a variety of functional requirements for internal business teams and outside customers.

More Uses of the Sales Channels Toolkit:

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

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

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

  • 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.

  • 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.

  • Establish that your organization as part of Commercial Operations, the Sales Enablement organization focuses on the success of your selling resources by defining Sales Strategies and sales force design; providing competency programs; developing commercial messaging; implementing modern sales processes; and managing change.

  • Ultimately, solution consultants work the sales directors to drive successful conversion of prospects to customers while engaging with existing customers to expand the relationships and maintain a current perspective of industry issues, trends, and solutions.

  • Coordinate the involvement of Field Sales Engineers and support teams so that performance objectives and customers expectations are consistently met.

  • Drive Best Practices to increase sales efficiency and effectiveness via deal review, early checkpoint and enforcement of standard business practices and policies.

  • Formulate Sales Channels: work closely with Revenue Management and sales to establish leasing goals.

  • Internally works with Delivery Team, Sales, and other organizations to ensure adequate new account pursuit support and servicing, and review new client sales deployment strategies.

  • Drive sales from marketing channels identify and qualify opportunities from marketing driven leads.

  • Manage Sales Channels: work closely with Sales Management and account executives to develop targeted contact lists, call strategies, and messaging to drive opportunities.

  • Be accountable for coordinating and delivering sales and technical enablement to partner organizations in collaboration with sales engineering team.

  • Collaborate closely with Sales Operations, and your Business Development and Sales teams to evolve and optimize the end to end Lead Management process.

  • Manage work with sales executives to qualify the opportunities.

  • Confirm your enterprise complies; conducts one on one review with all Account Executives to build more effective communications, to understand Training and Development needs, and to provide insight for the improvement of Account Executives sales and activity performance.

  • Make sure that your organization understands each distributors organization and builds rapport with all members of management and the sales team.

  • Support sales team with account review to ensure accuracy of client contacts, deployment of support tools, licensing, etc.

  • Assign lead calls or emails to Sales Executives based on line rotation.

  • Be accountable for working cross functionally with marketing, Sales Development and other sales teams to develop operational strategies and execution plans for new geographies, products and market segments.

  • Lead Sales Channels: on a weekly basis, setting goals for sales inputs, working with finance to analyze revenue achievement, and providing insights to accelerate revenue.

  • Oversee Sales Channels: conduct audits to ensure sales department compliance to merchandise exposure standards and asset protection policies.

  • Coordinate Sales Channels: bagel brands is leveraging digital and Customer Analytics to drive sales and optimize the customer journey across all touchpoints.

  • Perform product demonstrations and communicate design strategies to Sales Executives.

  • Formulate Sales Channels: work cross functionally with engineering/it, marketing, operations, and sales to identify, test, execute, and measure high impact product changes.

  • Drive Sales Channels: work cross functionally with product, engineering, sales and other teams to ensure resolution of customer issues.

  • Devise Sales Channels: chief technologist partner closely with sales leaders to drive the strategic technology capabilities that deliver long term value for customers.

  • Ensure you manage and coordinate Product Development, working with Product Management, Sales And Marketing to determine competitiveness of new technologies.

  • Methodize Sales Channels: commercial marketing operations liaise with sales force to deliver key communications, drive marketing planning with sales organization and local markets.

  • Identify Sales Channels: up for expanding skill set and testing new content mediums in new channels as Content Marketing trends evolve (which they do, quickly).

  • Ensure you outperform; lead technical Problem Solving activities related to process equipment and new technology integration.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What one word do you want to own in the minds of your customers, employees, and partners?

  2. Think about the people you identified for your Sales Channels project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?

  3. What Sales Channels services do you require?

  4. Do you have/need 24-hour access to key personnel?

  5. Who will be responsible for deciding whether Sales Channels goes ahead or not after the initial investigations?

  6. An organizationally feasible system request is one that considers the mission, goals and objectives of the organization, key questions are: is the Sales Channels solution request practical and will it solve a problem or take advantage of an opportunity to achieve company goals?

  7. Is there a Sales Channels Communication plan covering who needs to get what information when?

  8. How do you ensure that the Sales Channels opportunity is realistic?

  9. What do you need to qualify?

  10. In the case of a Sales Channels project, the criteria for the audit derive from implementation objectives, an audit of a Sales Channels project involves assessing whether the recommendations outlined for implementation have been met, can you track that any Sales Channels project is implemented as planned, and is it working?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Channels 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 Channels 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 Channels investments work better.

This Sales Channels 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.