Sales Process Engineering Toolkit

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Evaluate Sales Process Engineering: partner across all functional areas of the Project Team to develop the best technological solutions and visibility for an effective planning process environment to enable the most effective Customer Service, at optimal inventories and cost.

More Uses of the Sales Process Engineering Toolkit:

  • Make sure that your organization complies; partners with sales and purchasing teams to further understand vendors, products, and customers to aid in relationship development and Customer Service.

  • Identify Sales Process Engineering: work directly with the sales department to determine the most cost effective distribution solution for finished goods transportation to customers.

  • Make sure that your organization develops and implements the Annual Operating Plan consisting of sales targets, sales and Marketing Plans, and operating expense budgeting.

  • Develop a sales and client success enablement function from the ground up.

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

  • Create a holistic territory plan and manage net new sales process from prospecting to close to achieve annual orders operating plan.

  • Develop programs to penetrate the supplier bases of existing clients to increase sales opportunities (with management).

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

  • Manage work with training and sales partners to create implementation programs that meet the needs of financial advisors.

  • Systematize Sales Process Engineering: partner very closely with Sales Management to align strategies, renewal forecasting, coverage plans, and account opportunities.

  • Ensure you present; lead the design, development, customization and timely execution of proactive Customer Success pre sales engagements and solutions.

  • Head Sales Process Engineering: actively and continually sources new potential sales professionals and supports the development of route split strategies and route productivity initiatives.

  • Create and close opportunities from start to finish full sales cycle ownership.

  • Develop, lead, manage, targeted sales campaigns in key accounts to achieve market penetration in the Professional Services Vertical market.

  • Orchestrate Sales Process Engineering: market new and existing client policies with insurance carriers you represent with help from your inside Sales And Marketing department.

  • Be accountable for driving channel activities, developing new leads in specific verticals and supporting the commercialization efforts of your sales teams.

  • Be accountable for working on different support optimization projects ( as decreasing number of contacts, increasing sales, decreasing duration of support, sales outreach, etc).

  • Be accountable for leveraging sales Leadership Skills to communicate and motivate the extended account team resources to ensure full engagement and accountability.

  • Drive the roadmap for Customer Data Analytical Models for use in marketing segmentation, targeting, personalization, Sales Enablement, and similar use cases.

  • Lead the quality and the value of the delivery in Business Review (monthly, quarterly), in collaboration with the Client Sales who owns the upsell.

  • Ensure your organization coaches all new hire sales consultants to meet and/or exceed minimum sales Performance Standards.

  • Identify Sales Process Engineering: schedule as a key member of the Business Development and Sales Management teams, ensure success and growth in your smb customers cloud journey through the partner engagements.

  • Develop core brands commercial strategy by coordinating marketing programming with sales execution and through close management/communication with the regional High End directors.

  • Use historical sales data and collected input from marketing and other business functions to translate high level (aggregate) demand plans into more discreet demand plans that can be used for material planning.

  • Oversee work to expand the needed sales culture, ensuring that you are matching the needs and receptiveness of customers in the varying market segments.

  • Arrange that your planning assess organization around Business Development and Sales Strategies and sales/growth training design.

  • Maintain cross departmental communication and collaboration between sales and other divisions of your organization.

  • Guide Sales Process Engineering: work closely with Area Revenue Management and Corporate Sales to ensure Rate and Occupancy goals are consistently met.

  • 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.

  • Drive Data Analytics activities and models to uncover strategic insights and support sales growth.

  • Manage Sales Process Engineering: on going analysis of the maintenance (preventative and repair) process to identify opportunities for process and system improvements, efficiency gains, and Cost Reduction through the use of various Supply Chain applications and Data Mining tools.

  • Manage work with the design team composed of Business Management, design, applications, test, and Product Engineering to help create the product.

  • Create and implement accurate plans and develop success metrics and communication approach for initiatives and projects.

 

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


STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. Do you have enough freaky customers in your portfolio pushing you to the limit day in and day out?

  2. You may have created your quality measures at a time when you lacked resources, technology wasn't up to the required standard, or low Service Levels were the industry norm. Have those circumstances changed?

  3. Is the final output clearly identified?

  4. Why do you expend time and effort to implement measurement, for whom?

  5. Do you know who is a friend or a foe?

  6. How do you reduce the costs of obtaining inputs?

  7. Will it be accepted by users?

  8. What are the Sales Process Engineering tasks and definitions?

  9. Is a Sales Process Engineering breakthrough on the horizon?

  10. Will the team be available to assist members in planning investigations?


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

Your Sales Process Engineering 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 Process Engineering Self-Assessment and Scorecard you will develop a clear picture of which Sales Process Engineering 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 Process Engineering 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 Process Engineering 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 Process Engineering project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Process Engineering Project Team have enough people to execute the Sales Process Engineering 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 Process Engineering 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 Process Engineering 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 Process Engineering 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 Process Engineering 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 Process Engineering project with this in-depth Sales Process Engineering Toolkit.

In using the Toolkit you will be better able to:

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 Process Engineering investments work better.

This Sales Process Engineering 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.