Sales Engagement Toolkit

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Deliver customer Business Transformation and success through accelerated adoption and usage resulting in customer references that can be leveraged in future Sales Engagements.

More Uses of the Sales Engagement Toolkit:

  • Be accountable for providing support and consultation for your account advisors and customers during pre Sales Engagements, serving as a technical resource.

  • Confirm you reorganize; lead with expertise in researching industries, technologies, and customers to ensure the appropriate level of intelligence during Sales Engagements.

  • Establish that your planning leads highly complex Sales Engagements, Project Management and coordination to meet customer deadlines.

  • Manage work with sales and legal teams to interface with enterprise customers security teams during pre sales and post Sales Engagements.

  • Drive Sales Engagement program for affiliates as sales incentive.

  • Increase Sales Engagement (surveyed biannually).

  • Drive successful end to end project execution from post Sales Engagement, staffing plans, Requirements Gathering, design, development, deployment and support.

  • Manage large complex Sales Engagements.

  • Manage multiple assigned PreSales Engagements at a time.

  • Ensure you can demonstrate taking the lead on multiple PreSales Engagements simultaneously.

  • Manage: act as a technical lead in client facing pre Sales Engagements.

  • Ensure you coach; lead a consultative Sales Engagement, diving deep into a prospects business challenges and advising on impactful solutions.

  • Warrant that your planning complies; Sales Engagement platform.

  • Ensure you cooperate; lead the design, development, customization and timely execution of proactive Customer Success pre Sales Engagements and solutions.

  • Be accountable for during pre Sales Engagements.

  • Make sure that your team complies;
  • Support pre sales and post Sales Engagement with strategic customers as the voice of the engineering and development organization.

 

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 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 Engagement improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the Sales Engagement problem definition? What do you need to resolve?

  2. What are predictive Sales Engagement analytics?

  3. Does your organization systematically track and analyze outcomes related for accountability and quality improvement?

  4. Do staff have the necessary skills to collect, analyze, and report data?

  5. Is the cost worth the Sales Engagement effort?

  6. Instead of going to current contacts for new ideas, what if you reconnected with dormant contacts--the people you used to know? If you were going reactivate a dormant tie, who would it be?

  7. What is the range of capabilities?

  8. Are Sales Engagement vulnerabilities categorized and prioritized?

  9. What are the Sales Engagement key cost drivers?

  10. Who have you, as a company, historically been when you've been at your best?


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:

  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 Engagement project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Sales Engagement project team have enough people to execute the Sales Engagement 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 Engagement 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 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.