Sales Decision Process Toolkit

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Manage Sales Decision Process: monitor and incorporate feedback from the client and/or the internal team for continuous workflow improvement.

More Uses of the Sales Decision Process Toolkit:

  • Serve as the primary driving force in organizations revenue and Customer Success objectives through the attainment of assigned monthly, quarterly, and annual sales quota.

  • Audit Sales Decision Process: conduct market and competitive research to develop Sales Strategies tailored to your prospects.

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

  • Develop plans and strategies for Developing Business and achieving your organizations sales goal.

  • Direct Sales Decision Process: review sales agreements and deal structures for external and Internal Customers, assure contract existence, validate purchasing documents, create sales orders and subscriptions according to billing terms and Revenue recognition policy.

  • Maintain timely and accurate reporting of the Sales Funnel progress, account plans and regional Territory Management activities.

  • Arrange that your planning leads the Learning And Development specialists team to develop and deploy training solutions to build the skills and competencies of the sales teams.

  • Confirm your enterprise assess sales and Marketing Programs to identify areas for optimization (targeting, messaging, channel selection, tactical execution, technology enablement).

  • Lead Sales Decision Process: work closely with sales leadership and Human Resources to establish a sales force Training Plan focused on developing and reinforcing critical sales competencies.

  • Formulate Sales Decision Process: bolster perpetual sales through successful Project Management and Customer Satisfaction.

  • Establish that your organization complies; success is measured by quality of delivery, Customer Satisfaction, virtual team feedback and integration, and level of Sales Support.

  • 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.

  • Organize Sales Decision Process: implement and maintain Salesforce sales cloud, field service lightning and rootstock system configuration and System Integrations.

  • Confirm your organization analyzes sales forecast and prepare reports to ensure accuracy and alignment to the Financial Forecast and goals.

  • Establish Sales Decision Process: work closely with the sales and account team to develop long term strategic plans for your key accounts.

  • 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.

  • Create account plans and develop strategies to meet and achieve overall sales quota.

  • Steer Sales Decision Process: conduct regular customer visits to develop awareness of the key Market Requirements, identify customers unmet needs and support the sales organization.

  • Audit Sales Decision Process: client account managers partner with colleagues in organizational sales and client Portfolio management to form a dedicated service team for each assigned client.

  • Develop and lead innovative sales driving campaigns across all channels to drive frequency, retention and average check.

  • Collaborate closely with Sales Operations, and your Business Development and Sales teams to evolve and optimize the End To End lead Management Process.

  • Ensure you facilitate; chartered to function in close interaction with Product Engineering and collaborate with services sales teams to drive Solution Adoption.

  • Devise Sales Decision Process: review sales reports and other performance data to measure productivity and goal achievement and to determine overall performance (see line item 10).

  • Solidify expertise to develop a public or Hybrid Cloud architecture based on Customer Requirements, in partnership with the accounts technical pre sales team.

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

  • Lead Sales Decision Process: technical Program Management must have superior Communication Skills to translate between the direction the executives and Product Managers want to go, what the Product Development team should implement, and how Marketing And Sales teams should sell it.

  • Manage work with client leaders in sales, marketing, finance and Human Resources to solve Sales Management issues and grow revenue.

  • Ensure your organization complies; success in working closely with service line leaders, partners, practitioners and other Sales Executives to develop strategies and tactics that drive targeting programs and win business.

  • Establish that your enterprise provides Sales Forecasts and sets performance goals consistent with Corporate Objectives.

  • Formulate Sales Decision Process: effective Project Management, Critical Thinking and Decision Making abilities.

  • Provide production line support focusing on the machines, materials, methods and employees to Improve Product Quality, process yield and equipment uptime.

  • Be certain that your team complies; willingness of authorities to engage, as the presence of third party inside the place of detention improves transparency and reduces opportunities for violations.

 

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Decision Process 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 Decision Process Improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Is Sales Decision Process realistic, or are you setting yourself up for failure?

  2. Who gets your output?

  3. Is there any way to speed up the process?

  4. Who is involved in the Management Review process?

  5. How does your organization define, manage, and improve its Sales Decision Process processes?

  6. What is out of scope?

  7. Do you think Sales Decision Process accomplishes the goals you expect it to accomplish?

  8. How can you improve performance?

  9. How will you measure success?

  10. How will the Change Process be managed?


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

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

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 Decision Process project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 Decision Process 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 Decision Process 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 Decision Process project with this in-depth Sales Decision Process Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Decision Process 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 Decision Process 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 Decision Process investments work better.

This Sales Decision Process 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.