Sales Processes Toolkit

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Secure that your organization as part of Commercial Operations, the Sales Enablement organization focuses on the success of your selling resources by defining sales strategies and sales force design; providing competency programs; developing commercial messaging; implementing modern Sales Processes; and managing change.

More Uses of the Sales Processes Toolkit:

  • Assure your corporation participates in pre Sales Processes and gains exposure to sales strategies.

  • Warrant that your project understands Sales Processes and relationships.

  • Develop and enforce consistent Sales Processes, metrics, and methodologies.

  • Oversee: continuously evaluate and improve upon existing Sales Processes to scale.

  • Head: own enforcement Sales Processes and policies.

  • Identify: consistent execution and advancement of all potential Sales Processes.

  • Arrange that your design complies; access your network, without fear of being told no, and using your current Sales Processes to go outside of your network.

  • Ensure your enterprise complies; tools, Sales Processes, Salesforce sales cloud, Salesforce service.

  • Support sales Operations Management in metric creation, operational and financial modeling, and automation of Sales Processes.

  • Warrant that your venture complies; Sales Processes, enablement, and training.

  • Develop Sales Processes to work efficiently with analytics, marketing, membership and contracts.

  • Manage the execution of Sales Processes and leverage appropriate resources to drive sales objectives.

  • Analyze and evaluate the effectiveness of Sales Processes And Systems.

  • Lead defining, documenting, and implementing Sales Processes.

  • Assure your team supports initiatives for improving associated Sales Processes, reporting, and Data Quality.

  • Organize: design Sales Processes and organization structure to support rapid growth.

  • Manage the evaluation and interpretation of sales data to identify trends and convert insights into actionable Sales Processes and tactics.

  • Follow organization Policies and Procedures as it relates to all Customer Service and Sales Processes.

  • Audit: implement process, analytics and predictability assess and improve upon current Sales Processes, instrumentation, methodologies and associated discipline.

  • Supervise: track daily sales activity and client interactions while managing Sales Processes.

  • Be accountable for optimizing Sales Processes and ensuring consistent execution of the process across the customer lifecycle.

  • Collaborate in the development of the Sales Processes with Sales Enablement and Marketing.

  • Provide leadership and support to the sales team providing input to training programs, sales training tools, and develop Sales Processes.

  • Ensure you address; understand and leverage vendor Sales Processes and go to market strategies.

  • Drive improvement of Sales Processes, policies, and procedures.

  • Simplify and optimize Sales Processes and policies.

  • Utilize Sales Processes, demonstrate persuasiveness, tenacity, and Organizational Skills.

  • Arrange that your organization complies; process, analytics, and predictability assess and improve upon current pre Sales Processes, methodologies, team members, structure, and associated discipline.

  • Ensure your team complies; Sales Processes, orders and payments.

  • Ensure adherence to organization Sales Processes and identify area of improvements.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you stay inspired?

  2. What resources are required for the improvement efforts?

  3. Who, on the executive team or the board, has spoken to a customer recently?

  4. Do staff have the necessary skills to collect, analyze, and report data?

  5. Who will be using the results of the measurement activities?

  6. Why a Sales Processes focus?

  7. What is the root cause(s) of the problem?

  8. What causes innovation to fail or succeed in your organization?

  9. What Sales Processes data do you gather or use now?

  10. What resources go in to get the desired output?

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

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

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

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Processes 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 Processes 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 Processes investments work better.

This Sales Processes 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.