Sales Operations Toolkit

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Partner with client success, client care, operations, marketing, Sales Operations, Program Management, Sales Enablement, finance and solutions Product Teams to align and develop effective cross functional relationships.

More Uses of the Sales Operations Toolkit:

  • Organize: partner with finance and Sales Operations to understand data trends to accelerate growth with new customer acquisition and Mitigate Risk with existing customers.

  • Lead: work cross functionally with Product Management, Sales Operations, sales, finance and legal to recommend changes to process and billing structure, updates in product, changes in approvals, etc.

  • Manage work with product and Sales Operations to create tools that enable your team to scale, maximize effectiveness, and measure and improve success.

  • Establish that your strategy complies; developments as the Internet Of Things, seamless connectivity and 5G introduce new requirements and demand creative thinking.

  • Be accountable for collaborating cross functionally with Marketing, Sales Operations and Information Systems teams to provide marketing Data Quality and cleanliness updates.

  • Receive inbound calls and place outbound calls to customers in order to provide information about products and services, to take orders, or to obtain details of complaints.

  • Secure that your team administers manufacturer incentive programs in partnership with Brand Managers and Sales Operations and Enablement Team.

  • Prepare scenarios and conduct what if analysis to create alternate scenarios for reconciling demand, supply and financial plans.

  • Manage work with business teams to analyze market and business trends to help create viable business models and commercialization of innovation initiatives.

  • Cooperate with different partner across several departments especially Marketing and also Sale, Finance, Controlling and Accounting, Sales Operations and Deal Desk.

  • Collaborate closely with Sales Operations and Customer Success to establish a common understanding and view of key Performance Metrics.

  • Collaborate with product marketing, technical account managers, Sales Operations and business leaders to develop relevant content, tools and resources to aid skill development and on the job learning application.

  • Drive: effectively communicate with sales management and various departments clinical/customer operations, Sales Operations, marketing, reimbursement, etc.

  • Initiate: partner with Sales Operations team to drive consistent and scalable tools to deliver a consistent and predictable management system.

  • Collaborate with sales managers, Sales Operations and other team leaders to identify gaps in process and prioritize work across the team.

  • Establish: work hand in hand with engineering, UX, Customer Success, support, Sales Engineering, Channel Management, Sales Operations, and finance.

  • Control: share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base working closely with the Sales Operations team.

  • Evaluate: creativity in solving problems and generating innovative solutions working across organizational boundaries to build alignment.

  • Supervise: partner with product, professional services, Sales Operations, product marketing, market insights, clinical programs to build Business Cases.

  • Ensure you maximize; field communications partners closely with corporate communications, Sales Operations, ecosystems and Business Development.

  • Standardize: partner with Supply Chain and Sales Operations team to facilitate the executive Sales and Operations Planning process.

  • Be accountable for leading and supporting project implementation for Sales Operations teams along with project implementation across multiple business units.

  • Ensure you pioneer; recommend improvements in products, shipping, service, or billing methods and procedures in order to prevent future problems.

  • Cooperate with different partner across several departments like Sales, Marketing, Finance, Controlling and Accounting, Sales Operations and Deal Desk.

  • Resolve customers service or billing complaints; check to ensure that appropriate changes made to resolve customers problems.

  • Guide: work collectively with members of the Sales Operations training department to develop new training programs and platforms to empower the sales teams effectiveness in roles.

  • Be accountable for supporting pre Sales Operations in collaboration with Sales, Integrated Marketing and Creator Success teams.

  • Audit: partner with Sales Operations, finance, enterprise Data Analytics and Business Transformation/automation leaders to develop cross organizational strategy, analysis and planning models.

  • Ensure you revolutionize; demand generation, to scale your organization through Business Development, Marketing And Sales Operations.

  • Collaborate with Sales Operations in gathering and disseminating technical competitive information during different stages of the sales process.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you stay inspired?

  2. How do your controls stack up?

  3. Are you taking your company in the direction of better and revenue or cheaper and cost?

  4. What happens if you do not have enough funding?

  5. Are you aware of what could cause a problem?

  6. What are your outputs?

  7. What is the output?

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

  9. Political -is anyone trying to undermine this project?

  10. Who needs budgets?

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

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

  • 62 step-by-step Sales Operations Project Management Form Templates covering over 1500 Sales Operations 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 Operations project issues be unconditionally tracked through the issue resolution process?

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

1.0 Initiating Process Group:

  • 1.1 Sales Operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Operations 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 Operations 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 Operations investments work better.

This Sales Operations 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.