Sales Development Toolkit

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Create the right mix of Field and Inside Sales, develop a New Partner Program, work to ensure you drive a Sales Data Driven culture based Sales Development Programs to support your value based selling Go To Market Plan.

More Uses of the Sales Development Toolkit:

  • Analyze OEM business and drive actions to ensure Sales Development aligns with set objectives, goals and targets on regular basis.

  • Establish that your organization understands the target customers, behaviors and can creatively build a strategic Sales Development Plan.

  • Manage work with the Sales Development management to develop and grow the sales pipeline to consistently meet weekly/monthly/quarterly revenue goals along with other KPIs.

  • Provide feedback and coach the Sales Development team on messaging and target quality to improve lead quality and close rates.

  • Ensure you outperform; outbound Sales Development management.

  • Confirm your operation complies; Sales Development management, outbound.

  • Become an expert on sales, Sales Strategy, and Sales Development Best Practices.

  • Engage with sales and Sales Development Teams to coordinate, communicate and optimize the impact of Marketing Programs.

  • Be certain that your group complies; Sales Development training program.

  • Direct: report team Performance Metrics to the head of Sales Development.

  • Make prospecting and Sales Development calls to existing and potential customers.

  • Confirm your organization complies; Sales Development enablement Business Partner.

  • Prompt response to leads generated from Sales Development, marketing campaigns or programs, trade show leads and the like.

  • Coordinate: remote Sales Development rep, Cloud Technology.

  • Arrange that your enterprise reports to Sales Development manager; no direct reports.

  • 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.

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

  • Methodize: leverage your Sales Development methodology and Best Practices.

  • Maintain appropriate Sales Development activity to ensure healthy Pipeline Management.

  • Manage work with the Lead Generation and Sales Development function.

  • Be certain that your enterprise complies; Sales Development rep (entry level).

  • Manage opportunities generated by your Sales Development team or by your Marketing Team.

  • Be accountable for marketing Sales Development specialization.

  • Oversee: Direct Sales Development activity and coordinate sales distribution by establishing sales territories, quotas, and goals.

  • Manage Marketing And Sales Development.

  • Secure that your enterprise complies; access to cutting edge Technology Stack, Sales Operations and Sales Development Best Practices.

  • Supervise: work through assigned named accounts and execute account based Sales Development Strategies that align to each accounts Customer Engagement initiatives (mobile and web).


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Are there any activities that you can take off your to do list?

  2. Is Sales Development required?

  3. Is pre-qualification of suppliers carried out?

  4. How do you stay inspired?

  5. How do you reduce costs?

  6. What Sales Development data will be collected?

  7. What trouble can you get into?

  8. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  9. What can you control?

  10. What are your needs in relation to Sales Development Skills, labor, equipment, and markets?

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

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

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

  4. Closing Process Group: Did the Sales Development Project Team have enough people to execute the Sales Development 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 Development 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 Development 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 Development 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 Development 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 Development project with this in-depth Sales Development Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Development 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 Development 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 Development investments work better.

This Sales Development 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.