Sales Organization Design Toolkit

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Pilot Sales Organization Design: research security controls, vulnerabilities or interoperability issues, enterprise and cloud risks, and provide guidance to IT teams on effective mitigation strategies and controls.

More Uses of the Sales Organization Design Toolkit:

  • Make sure that your team complies; teams with other consulting and sales colleagues to develop a trusted advisor relationship with clients with the specific objective of achieving further penetration into accounts and attaining meaningful follow on sales.

  • Manage the Account Management to develop, review, plan and implement the sales strategy for customers.

  • Confirm your strategy ensures Business Growth by managing annual Marketing And Sales plan; develops and maintains business relationships with customers, develops new business partners and alliances for the business segment or small geography.

  • Drive all aspects of sales process to exceed individual and organization revenue targets.

  • Collaborate as a key member of the sales team to represent the solution offering to the client buyer and other internal Factor groups.

  • Conduct the sales strategy, operations, and productivity (SOPs) team owns the functional work streams that amplify the success of your salespeople and have a hybrid of skills across Strategic Planning, analytics, Process Excellence, and systems optimization.

  • Supervise Sales Organization Design: 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.

  • Be accountable for aligning the sales proposal, client expectations, Legal (Contract), Finance (Billing), and scope to ensure the solution is effectively understood by all parties in terms of the solution to be delivered.

  • Ensure you motivate; build relationships with software vendor sales executives and leadership to drive related opportunities and grow the partnership or alliance where there is an official alliance.

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

  • Manage work with Product Marketing/management to structure and format content so that it aligns with sales messaging, learning design, and the consumption needs of field sales organization.

  • 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.

  • Support overseeing proper implementation and hand off of client from sales to production teams and Project Managers.

  • Manage work with sales and bus dev teams in providing Azure technical architecture expertise while pursuing client opportunities.

  • Pilot Sales Organization Design: Enterprise Sales account executives.

  • Guide Sales Organization Design: work closely with the sales team, Product Development, business unit leaders, sales, finance and marketing to strategize more effective sales and growth methods.

  • Be accountable for generating calls into the facility for all program service lines thorough the effective application of ethical marketing principles and sales methods.

  • Develop and execute an integrated field Marketing Plan in close collaboration with Sales teams, Corporate Marketing and Product Marketing.

  • Assure your organization as you continue to grow as a Security specialization organization, you are hiring Enterprise Sales managers to lead a team of Enterprise Security sales professionals to achieve/exceed quarterly and full year targets.

  • Confirm your design acts as an acknowledged authority for customers and sales on technical Cloud Solutions and Customer Success.

  • Orchestrate Sales Organization Design: effectively plans, monitors and meets production schedules to ensure production volumes and output are in line with organization and sales requirements.

  • Collaborate with product line management, sales operation, finance, and other Supply Chain operations groups in the generation of the demand plan.

  • Be certain that your venture aligns the sales organizations objections with organization Business Strategy through participation in corporate Strategic Planning, strategy development, forecasting, sales resources planning and budgeting.

  • Establish that your corporation prepares sales forecasts for use in planning Manufacturing Operations and for controlling inventories.

  • Manage work with teams across Product Management, Product Marketing, seller support, sales teams to identify and pursue potential partners.

  • Be accountable for supporting the sales and partner enablement team with establishing and implementing the Processes And Systems to generate success.

  • Maximize sales resources selling time by taking on back office tasks.

  • Prepare equipment selections and quotes for the Outside Sales team along with parts quotes for replacement equipment based on mechanical plans and specifications.

  • Oversee Sales Organization Design: work closely with the sales and Product Teams to appropriately manage customer expectations throughout the implementation, training and support process.

  • Coordinate and support sales and Customer Success Teams completing renewals to ensure Customer Satisfaction.

  • Capture metrics and reports at the right granularity for reports and analysis to provide a big picture assessment of your organization of the analytics and data team.

  • Secure that your business complies; designs and develops Web Applications by setting expectations and features priorities throughout development life cycle; determining design methodologies and tool sets; completing programming using languages and software products; designing and conducting tests.

  • Establish Sales Organization Design: work closely with enterprise architects, other functional area architects and security specialists to ensure adequate security solutions are in place throughout all IT systems and platforms to mitigate identified risks sufficiently.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do you have organizational privacy requirements?

  2. Who approved the Sales Organization Design scope?

  3. What are internal and external Sales Organization Design relations?

  4. How are outputs preserved and protected?

  5. What else needs to be measured?

  6. What vendors make products that address the Sales Organization Design needs?

  7. How do you verify Sales Organization Design completeness and accuracy?

  8. What are the costs of delaying Sales Organization Design action?

  9. If you find that you havent accomplished one of the goals for one of the steps of the Sales Organization Design strategy, what will you do to fix it?

  10. What is your organizations system for selecting qualified vendors?

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

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

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 Organization Design project issues be unconditionally tracked through the Issue Resolution process?

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

1.0 Initiating Process Group:

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 Organization Design 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 Organization Design 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 Organization Design project with this in-depth Sales Organization Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Organization Design 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 Organization Design 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 Organization Design investments work better.

This Sales Organization Design 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.