Sales Force Management Toolkit

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Organize Sales Force Management: own the design for existing Data Center upgrades and Design Solutions, which add capacity, improve availability, and increase efficiency.

More Uses of the Sales Force Management Toolkit:

  • Solidify expertise applying data to solvE Business problems in supply and Demand Planning, inventory and distribution, Sales And Marketing, and finance.

  • Initiate Sales Force Management: design, improve and implement new products based on sales / marketing requirements and manufacturing capabilities.

  • Collaborate with Business Intelligence and Sales Analytics teams to develop new analytic tools.

  • Collaborate with the delivery organization and Sales Engineering to maximize revenue growth, account penetration and client satisfaction.

  • Manage work with sales leaders to support the day to day training management of the sales organization, enabling sales leaders to spend more time on customer facing activities.

  • Identify Sales Force Management: own the client relationship throughout the sales process and manage the transition process to the Customer Success team after close.

  • Systematize Sales Force Management: work closely with Marketing Communications and marketing colleagues to ensure the delivery of high performing programs that drive measurable Customer Engagement, create brand preference and support sales activity.

  • Ensure you officiate; understand the customer Decision Making process and develop relationships with key decision makers, nurture champions and coaches, and progress a deal through sales cycle.

  • Assure your planning complies; conducts one on one review with all Account Executives to build more effective communications, to understand Training and Development needs, and to provide insight for the improvement of Account Executives sales and activity performance.

  • Manage work with training and sales teams to coordinate scheduling of short term training engagements.

  • Ensure you do cument; build and maintain KPI dashboards to disseminate information used by internal customers to measure/track results, identify and target sales opportunities, plan work activities, and drivE Business decisions.

  • Establish that your group complies; success in working closely with service line leaders, partners, practitioners and other Sales Executives to develop strategies and tactics that drive targeting programs and win business.

  • Initiate Sales Force Management: study growth and retention drivers while working with large data sets and working closely with sales and Service Teams to identify qualitative insights.

  • Product Development in the creation and execution of compelling exclusive products, from Ideation to implementation that aligns with the core objectives of the retail department and achieves sales growth metrics and targets.

  • Help build off of previous marketing strategies to establish new sales marketing strategy, leveraging existing operational tools and data.

  • Arrange that your organization sales excellence and service excellence delivers sales and service strategies and plans, Operating model definition, incentive design and implementation, and Operations Support for digitally enabled sales, channel, and Customer Service capabilities.

  • Achieve personal and team sales goals through Consultative Selling strategies.

  • Develop and lead innovative sales driving campaigns across all channels to drive frequency, retention and average check.

  • Guide Sales Force Management: own the technical sales process from introductory meetings and demos to proofs of concepts to implementations and Customer Success.

  • Be accountable for obtaining assigned sales quota through contract renewals and the sale of various products and services to assigned client portfolio.

  • Be accountable for driving sales and profit by leading execution of brand specific expectations, standards, and service.

  • Warrant that your enterprise understands Sales Processes and relationships.

  • Use sales forecasting or Strategic Planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring Market Trends.

  • Develop Sales Force Management: partner with your sales and Customer Success Teams to manage customers satisfaction and ensure it is positive.

  • Recruit talent and organize the team with a strategy for progressing and replacing sales talent.

  • Steer Sales Force Management: work closely with the sales team to negotiate resolution of customer issues to receive payments and release orders.

  • Manage to develop sales policies and processes for an internationally growing business.

  • Run periodic partner Business Review and planning sessions that sets mutual performance objectives, sales targets and roadmap to achieve mutual goals.

  • Be accountable for empowering client development and Service Delivery teams to lead less complex security and privacy considerations with clients by developing and delivering training and sales collateral.

  • Call and meet with decision makers and key influencers at optimal times during the sales process.

  • Coordinate and leverage the outside sales force to identify new projects and application requirements and overall sales opportunities to support organization sales and profit goals.

  • Drive effective Change Management to meet Business Needs with minimal team member impact.

  • Stay current on emerging marketplace capabilities as AI/Embedded Analytics, Knowledge Graphs, etc.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Which stakeholder characteristics are analyzed?

  2. How do you select, collect, align, and integrate Sales Force Management data and information for tracking daily operations and overall organizational performance, including progress relative to Strategic Objectives and action plans?

  3. Is it possible to estimate the impact of unanticipated complexity such as wrong or failed assumptions, feedback, etc. on proposed reforms?

  4. How do you improve productivity?

  5. How do you assess the Sales Force Management pitfalls that are inherent in implementing it?

  6. Are you maintaining a past-present-future perspective throughout the Sales Force Management discussion?

  7. Do you have the optimal Project Management team structure?

  8. What data is gathered?

  9. What are the gaps in your knowledge and experience?

  10. What is the extent or complexity of the Sales Force Management problem?


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

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

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

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Force 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 Force 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 Force Management Investments work better.

This Sales Force 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.