Sales Effectiveness Management Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sales Effectiveness Management 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 994 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 Effectiveness Management improvements can be made.

Examples; 10 of the 994 standard requirements:


1. How effective and focused can sales resources be, considering the individual capacity to manage and execute so many different activities of the sales cycle?
   
   

2. What does the sales manager capability framework look like, and how can it be applied to improve sales managers effectiveness to drive sales performance?
   
   

3. Why are effective recruitment and selection procedures and techniques so important when considering sales staff; what are the key steps in processes?
   
   

4. Has the documented information required by the standard and necessary for the effective implementation and operation of the QMS been established?
   
   

5. How does the channel arrangement, direct or indirect, impact on the overall sales effectiveness of your organization sales force?
   
   

6. Has your organization established and communicated the responsibilities and authorities for the effective operation of the QMS?
   
   

7. Why do other organizations invest so much in sales effectiveness projects that have little overt relevance to the customer?
   
   

8. Which is the most effective strategy to manage the risk of foreign exchange losses due to sales to foreign customers?
   
   

9. How does your organization ensure decisions about pay and staffing are made in an effective and transparent manner?
   
   

10. What standalone sales were used to derive the standalone selling price for an item in a given effective period?
    
    


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


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


• 62 step-by-step Sales Effectiveness Management Project Management Form Templates covering over 1500 Sales Effectiveness Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. WBS Dictionary: All cwbs elements specified for external reporting?
   
   

2. Activity Duration Estimates: Does a process exist to formally recognize new Sales Effectiveness Management projects?
   
   

3. Procurement Audit: Was there reasonable justification for the need of the purchase, namely when made towards the end of the financial year?
   
   

4. WBS Dictionary: Are overhead budgets and costs being handled according to the disclosure statement when applicable, or otherwise properly classified (for example, engineering overhead, IR&D)?
   
   

5. Scope Management Plan: Are you spending the right amount of money for specific tasks?
   
   

6. Scope Management Plan: Have adequate resources been provided by management to ensure Sales Effectiveness Management project success?
   
   

7. Planning Process Group: How many days can task X be late in starting without affecting the Sales Effectiveness Management project completion date?
   
   

8. Planning Process Group: What input will you be required to provide the Sales Effectiveness Management project team?
   
   

9. Schedule Management Plan: Have the procedures for identifying budget variances been followed?
   
   

10. Risk Management Plan: What is the impact to the Sales Effectiveness Management project if the item is not resolved in a timely fashion?


 
Step-by-step and complete Sales Effectiveness Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Sales Effectiveness Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sales Effectiveness Management 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 Effectiveness Management 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 Effectiveness Management 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 Effectiveness Management 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 Effectiveness Management 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 Effectiveness Management project with this in-depth Sales Effectiveness Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sales Effectiveness Management 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 Effectiveness Management 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 Effectiveness Management investments work better.

This Sales Effectiveness Management 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.