Description

Keep up-to-date with new ideas or ways for your organization to innovate

Does your sales enablement team have a Sales Engagement and workflow tool and use it effectively?

How will you keep your data clean without disrupting your sales and marketing teams who rely on accurate data to make critical decisions everyday?

Do your employees have a solid understanding of what customer service means in your department?

Where does profile management fit into your sales and marketing stack?

Can the leadership team articulate how data supports your organizations mission or strategy?

...Find the answers to these, and more, questions with this Sales Engagement Toolkit:

Change your Primary Contact in an opportunity, account, or lead in the application.
Decide what gets top priority when scheduling your time.
Drive the most amount of revenue to your organization.
Refine all your massive customer data and refine it for insights.
Change your primary contact in an opportunity, account, or lead.
Deal with people whose work exceeds your expectations.
Formally or informally keep up on what is going on in your organization.
Receive support for your implementation efforts or on behalf of your customer.
Know that certain employees in your organization are engaged.

HOW THIS TOOLKIT WORKS:

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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 994 standard requirements:

Are there any consultant groups or departments that are typically engaged in to advise on a purchase decision in your area or a process that is complementary to your offering?
How do you and your organization begin to take steps to ensure that your future sales training investments will have impact and drive effective customer engagement?
How focused is sales on advancing and optimizing the customer experience, enhancing customer engagements across your organization and accelerating business growth?
When your customer calls in for information and is told that sales person is unavailable, do you really expect them to just sit there and wait for a call back?
What will you need to measure to identify if desired changes in behaviour (Strategic Imperatives) are occurring or have occurred and the plan is working?
Have you ensured that record keeping of engagement activities and outcomes is up to date, including public submissions and correspondence received?
How will you keep your data clean without disrupting your sales and marketing teams who rely on accurate data to make critical decisions everyday?
Do you have an installed base data lake, a central repository combining customer and asset information, including sales and reseller information?
How do you reconnect with hot leads who never followed through and have been sitting on your organizations email list for a long period of time?
Are sales invoices checked for error in quantities, prices, extensions and footing, and freight allowances, and checked with customers orders?

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

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

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

Examples; 10 of the check box criteria:

Procurement Audit: Are staff members evaluated in accordance with the terms of existing negotiated agreements?
Procurement Audit: Has your organization examined in detail the definition of performance?
Stakeholder Management Plan: Are the Sales Engagement project team members located locally to the users/stakeholders?
Executing Process Group: Will new hardware or software be required for servers or client machines?
Quality Management Plan: Diagrams and tables to account for complex concepts and increase overall readability?
Cost Management Plan: Are written status reports provided on a designated frequent basis?
Activity Duration Estimates: Which is the BEST thing to do to try to complete a Sales Engagement project two days earlier?
Risk Register: What risks might negatively or positively affect achieving the Sales Engagement project objectives?
Risk Register: Have other controls and solutions been implemented in other services which could be applied as an alternative to additional funding?
Lessons Learned: What solutions or recommendations can you offer that would have improved some aspect of the Sales Engagement project?

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

1.0 Initiating Process Group:

1.1 Sales Engagement project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Sales Engagement 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 Engagement 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 Engagement 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 Engagement 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 Engagement 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 Engagement project with this in-depth Sales Engagement Toolkit.

In using the Toolkit you will be better able to:

Diagnose Sales Engagement 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 Engagement 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 Engagement investments work better.

This Sales Engagement 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.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

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'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

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'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

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'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

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'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

Checklists:

Checklists:Sales Engagement Checklist Report on ENGAGEMENT.pdf

Checklists:Sales Engagement Checklist Report on EMPLOYEES.pdf

Checklists:Sales Engagement Checklist Report on PLAN.pdf

Checklists:Sales Engagement Checklist Report on CUSTOMER.pdf

Checklists:Sales Engagement Checklist Report on ORGANIZATION.pdf

Checklists:Sales Engagement Checklist Report on SALES.pdf

Checklists:Sales Engagement Checklist Report on TEAM.pdf

Checklists:Sales Engagement Checklist Report on SERVICE.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Sales_Engagement_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Sales Engagement Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Sales Engagement Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Sales_Engagement.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

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Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

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The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

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Which would you like to do?

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Sales Engagement Toolkit