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
- 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 997 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 997 standard requirements:
- Does your current sales process involve methods for providing business development personnel with Thought Leadership necessary for Targeting, Creating, and Shaping Demand?
- Do you know what the most effective means of reaching your target customers are at each stage of the sales process and also the economics of each route to the customer?
- Do you have a manageable, enforceable, consistent sales process with the capability to easily track lead conversion and sales results by product or by rep?
- Do your customers work with service providers - as departments or systems integrators - to implement and take full advantage of your solution?
- Did your marketing strategy target new sales, upsell current customers, resell past customers and go after leads that never closed?
- How are you going to stay engaged with your customer buying influences long enough to build a credible and trusting relationship?
- Does your current sales process have a clear Targeting Demand phase as to where and under what conditions Demand can be created?
- Do you take information from your telemarketing processes and spread the knowledge out to support your overall sales processes?
- Is there a well defined buying process that is used by the target customers that can be incorporated into the sales process?
- When developing a tool and process that changes a dynamic process as the sales process, how can one quantify the impacts?
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 997 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:
- Procurement Audit: Is there no evidence of unauthorized release of information or seemingly unnecessary contacts with bidders personnel during the evaluation and negotiation processes?
- Activity Duration Estimates: Will the new application be developed using existing hardware, software, and networks?
- Lessons Learned: How well prepared were you to receive Sales Processes project deliverables?
- Initiating Process Group: Does the Sales Processes project team have enough people to execute the Sales Processes project plan?
- Project or Phase Close-Out: What hierarchical authority does the stakeholder have in your organization?
- Cost Management Plan: Contingency ÃÂÃÂ how will cost contingency be administered?
- Project Performance Report: To what degree does the teams purpose contain themes that are particularly meaningful and memorable?
- Cost Management Plan: Is Sales Processes project work proceeding in accordance with the original Sales Processes project schedule?
- Risk Audit: Estimated size of product in number of programs, files, transactions?
- Probability and Impact Assessment: Who should be responsible for the monitoring and tracking of the indicators youhave identified?
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.