Sales Execution Toolkit

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

STEP 1: Get your bearings

Start with...


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

Examples; 10 of the 999 standard requirements:


1. Are you a passionate and driven sales executive in the early years of your career and want to accelerate your quota carrying sales skills and experiences?
   
   

2. Do you believe your sales teams are equipped with the sales strategies, tools and skills needed to achieve and exceed the numbers?
   
   

3. Can your organization that executes orders or decisions to deal include only one venue in its execution policy?
   
   

4. What happens to your organization when the business cycle changes to a new phase, either upward or downward?
   
   

5. How are you planning to change your sales organization to achieve your short and long term revenue targets?
   
   

6. What is the most important skill your organizational leader should have to succeed in a digital workplace?
   
   

7. How does strategic alignment make your organization easy to buy from, and as a result, great to sell for?
   
   

8. Are business leaders driving the process, or has it been delegated to nerdy and isolated planning types?
   
   

9. How should an investment organization deal with unrequested research that is provided free of charge?
   
   

10. Is your organization responsible for correcting the capacity, if different from the default capacity?
    
    


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 Execution book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Was your organization specific about the nature and scope of the performance before launching the procurement process?
   
   

2. Project Performance Report: To what degree do all members feel responsible for all agreed-upon measures?
   
   

3. Lessons Learned: How satisfied are you with your involvement in the development and/or review of the Sales Execution project Scope during Sales Execution project Initiation and Planning?
   
   

4. Project Performance Report: To what degree does the teams approach to its work allow for modification and improvement over time?
   
   

5. Project Performance Report: To what degree can the team ensure that all members are individually and jointly accountable for the teams purpose, goals, approach, and work-products?
   
   

6. Variance Analysis: Is cost and schedule performance measurement done in a consistent, systematic manner?
   
   

7. Human Resource Management Plan: Is a payment system in place with proper reviews and approvals?
   
   

8. Procurement Audit: Are internal control mechanisms performed before payments?
   
   

9. Team Operating Agreement: Must your members collaborate successfully to complete Sales Execution projects?
   
   

10. Scope Management Plan: Are there any windfall benefits that would accrue to the Sales Execution project sponsor or other parties?


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

1.0 Initiating Process Group:


• 1.1 Sales Execution project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sales Execution 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 Execution 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 Execution 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 Execution 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 Execution 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 Execution project with this in-depth Sales Execution Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sales Execution 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 Execution 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 Execution investments work better.

This Sales Execution 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.