Sales Force Automation Toolkit

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Govern Sales Force Automation: design and develop user documentation on existing and new products.

More Uses of the Sales Force Automation Toolkit:

  • Make sure that your operation complies; Sales Force Automation, Enterprise Resource Planning or other IT Infrastructure Management (monitoring and discovery) technologies a definite plus.

  • Be a sales advocate and partner to internal organizations to understand the details around each transaction.

  • Methodize Sales Force Automation: partner with sales leadership to quantify and validate risks and opportunities and support the development of plans to close gaps between the forecast and target.

  • Confirm your business delivers on Key Performance Indicators for sales, returns and other controllable expenses (product flow, inventory and labor) in order to achieve the key objectives for assigned sales area.

  • Confirm your project complies; Sales Strategies develops effective and specific account plans to ensure revenue target delivery and sustainable growth.

  • Ensure you do cument; build and grow genuine relationships with your customers and across the sales organization; manage the customer lifecycle through acquisition, growth, and retention.

  • Lead Sales Force Automation: by leveraging technologies and others from a variety of vendors, the sales engineering provides designs and owns scalable and reliable solutions for deployment in enterprise environments.

  • Warrant that your venture maintains a past and present customer database and track new Sales Growth.

  • Develop and execute End To End demand gen programs and campaigns that reach the right targets in the right part of the Sales Funnel at the right time.

  • Govern Sales Force Automation: work closely and collaborate with sales leadership, Product Marketing, Demand Generation, Revenue Operations, enablement, Human Resources and recruiting teams as key partners in hitting Team Goals.

  • Arrange that your team engages and develops Core Competencies in sales people through training, coaching, mentoring, and consistent Performance Feedback in order to grow overall business.

  • Manage work with marketing and Sales Operations to follow Data Cleansing Best Practices, with a focus on ensuring complete and up to date Market intelligence and competitive win/loss data for top target firms.

  • Provide sales engineering/architecture support to new and existing customers as key member of the Field Sales Team.

  • Arrange that your organization engages and develops Core Competencies in sales center associates through training, coaching, mentoring, and consistent Performance Feedback.

  • Establish that your project provides technical/functional leadership to the sales team in the development and implementation of customer applications and customer products.

  • Manage the formulation of new products in collaboration with sales to ensure consistency with client product specifications, product format, label claim, applicable regulations and manufacturing capabilities.

  • Work closely and collaborate with sales leadership, Product Marketing, Demand Generation, Revenue Operations, enablement, Human Resources and Recruiting teams as key partners in hitting Team Goals.

  • Coordinate Sales Force Automation: work closely with the Chief Revenue officers and Chief Technology officers to understand sales and technology strategy.

  • Lead cross functional sales and Revenue Operations strategic initiatives ( as Vertical development and sales incentive plans) collaborating closely with product, sales, marketing, and finance to increase revenue, sales productivity and Operational Efficiency.

  • Assure your organization sales of your SaaS solution is based on an Annual subscription fee, so targets are based on Annual Contract Value (ACV).

  • Warrant that your project complies; focuses on large or complex sales opportunities that need creative and complex solutions.

  • Govern Sales Force Automation: design strategic growth programs and sales Enablement Strategies in conjunction with marketing.

  • Provide pre sales / integration engineering of merchants in support of the sales and Customer Success team.

  • Manage work with leaders on Goal setting and planning processes to ensure sales teams are tracking to organization Growth Plan.

  • Establish and measure the KPIs that result in outstanding Technical Support to sales and Product Teams which leads to revenue attainment.

  • Devise Sales Force Automation: product launch establish a go to Market Strategy and collaborate with your Product Marketing and sales teams to successfully launch new features while Effectively Communicating product benefits to the market to drive adoption.

  • Develop swot and territory analysis and execute Sales Strategies against analysis with Data Driven Decision Making.

  • Ensure your group uses sales and operations processes, tools, and methodologies to analyze, improve, and recommend demand forecasts and enhancements for product categories.

  • Execute on the content Marketing Strategy supporting the marketing and Sales Funnel, Brand Awareness, growing website traffic and Lead Generation.

  • Drive periodic Business Review and develop account strategy (engaging Sales and wider teams, where appropriate).

  • Supervise Sales Force Automation: of force occasionally and/or a negligible amount of force frequently/constantly in order to lift, carry, push, pull or otherwise move object.

  • Assure your group complies; focus on Continuous Improvement of existing processes and collaborate with Sales / Customer Success to create new processes with a focus on automation and acceleration of the business.

  • Ensure you build efficient models and methods for gaining on going client and advisor insights, balancing enterprise wide strategic insights with insight needs of LOB and product leaders.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you identify specific Sales Force Automation investment opportunities and emerging trends?

  2. What trophy do you want on your mantle?

  3. Are assumptions made in Sales Force Automation stated explicitly?

  4. Has an output goal been set?

  5. What to do with the results or outcomes of measurements?

  6. How do you go about comparing Sales Force Automation approaches/solutions?

  7. What are the Sales Force Automation business drivers?

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

  9. Is there an established Change Management process?

  10. What current systems have to be understood and/or changed?

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

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

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

  4. Closing Process Group: Did the Sales Force Automation Project Team have enough people to execute the Sales Force Automation 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 Force Automation 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 Force Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Sales Force Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

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 Force Automation 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 Force Automation 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 Force Automation project with this in-depth Sales Force Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Force Automation 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 Force Automation 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 Force Automation investments work better.

This Sales Force Automation 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.