Sales Consultant Toolkit

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Manage Sales Consultants, ensuring development of sales territory staff, Training and Development, completion of records and reports, and maximize Customer Satisfaction through sales team.

More Uses of the Sales Consultant Toolkit:

  • Initiate: participation in ongoing sales training on a weekly basis during your meetings.

  • Display an extraordinarily ambitious and creative approach to building professional customer relations.

  • Receive incoming calls from prospects, sales lead sources, and existing customers.

  • Manage account executive account plans, opportunities and activities in Salesforce.

  • Ensure your organization coaches all new hire Sales Consultants to meet and/or exceed minimum sales Performance Standards.

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

  • Ensure you can sell your programs with absolute confidence that you help people become successful in real estate investing.

  • Coordinate activities of Sales Consultants to prevent duplication of sales efforts.

  • Confirm your organization provides direction and specialization knowledge in applying the technology/application to client business.

  • Manage work with sales and Sales Consultants to build HCM knowledge through training and enablement.

  • Coordinate with other Sales Consultants to follow and refine strategies to drive growth of your sales.

  • Enhance relationships with clients by providing support, guidance, and innovative ideas to differentiate from competition.

  • Confirm your strategy generates additional sales by strategically targeting other prospective customers and soliciting referral business to meet or exceed sales quotas.

  • Arrange that your design prepares accurate and timely customized quotes to prospective customers in the assigned territory.

  • Be accountable for communicating with key internal and external stakeholders to ensure sales success.

  • Convert a conceptual solution into a System Design and associated high level Process Design.

  • Develop and manage reference sites through high quality technical, professional client relationships.

  • Develop sales strategies and execute account plans in support of goals/objectives.

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

  • Steer: professionally represent your clients throughout customer facing interactions.

  • Provide custom capability support and expertise to the sales, Sales Consultants, Account Management teams.

  • Identify the customers automation needs and corresponding Process Requirements.

  • Be accountable for providing feedback and knowledge gained from customers and prospects to Product Engineering.

  • Inspect develop productivity tools and training for other Sales Consultants.

  • Lead daily training meetings and provide feedback to contribute to overall success of the team.

  • Identify the customers automation needs and corresponding Process Requirements for software processes.

  • Ensure you classify; understand financial trends and fluctuations with assigned clients and effectively communicate issues and resolutions to clients and internal business team.

  • Explore needs to match with the correct accounting services at the right time.

  • Manage work with the most gorgeous product in the industry and allow your vision to come to life.

  • Be accountable for facilitating discovery workshops to gather requirements that ultimately drive the sales cycle.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are the Sales Consultant benefits worth its costs?

  2. What are you verifying?

  3. Is a Sales Consultant team work effort in place?

  4. What happens if Cost Savings do not materialize?

  5. Against what alternative is success being measured?

  6. Does Sales Consultant analysis isolate the fundamental causes of problems?

  7. What is the cause of any Sales Consultant gaps?

  8. What new services of functionality will be implemented next with Sales Consultant?

  9. How does Cost-to-Serve Analysis help?

  10. What Sales Consultant capabilities do you need?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Consultant 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 Consultant 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 Consultant investments work better.

This Sales Consultant 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.