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:

  • Establish that your organization complies; process, analytics, and predictability assess and improve upon current pre Sales Processes, methodologies, Team Members, structure, and associated discipline.

  • Devise, implement and facilitate new Sales Processes and governance across the team and region, providing training and producing relevant materials and documentation as appropriate.

  • Enhance organizations product knowledge, efficiencies, Quality Controls, and Sales Processes.

  • Warrant that your organization supports initiatives for improving associated Sales Processes, reporting, and Data Quality.

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

  • Optimize Sales Processes, tools and framework in partnership with your Sales Operations and Sales Teams.

  • Operationalize the End To End Customer Journey by implementing Sales Processes, methodologies, and policies with a focus on speed, scale, and repeatability.

  • Manage work with the Functional Management team to establish quality scorecards that measure process, solution, product knowledge, industry knowledge and skills.

  • Standardize: implement, improve and standardize key Sales Processes in service of driving consistent and repeatable motions that predictably drive revenue growth.

  • Formulate: conduct assessments of key Sales Processes and supporting technologies to identify, quantify and improve Sales Effectiveness and Technology Integration.

  • Coordinate: conduct proactive smart audits that identify areas of improvement or prevent potential issues in current processes.

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

  • Develop and implement overarching outbound sales and Business Development strategy, Sales Processes, structure, and Best Practices across your organization.

  • Verify product type, quality, and quantity against invoices to ensure accurate receipt of product.

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

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

  • Ensure your organization offers a wide selection of nationally recognized brands known for quality.

  • Support Sales Operations management in metric creation, operational and Financial Modeling, and automation of Sales Processes.

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

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

  • Systematize: after hitting your targets, you can qualify to be promoted into a full End To End sales role, with responsibility of owning the whole Sales Processes.

  • Collect, analyze, evaluate and report data in order to optimize sales and performance by increasing Sales Productivity and revenue for your designated team.

  • Manage documentation on Sales Processes, policies, Sales Training materials, identify industry/product knowledge training opportunities.

  • Drive: step into a future with at and fit and transform the way your customers connect through technology.

  • Supervise: complete the markdown process with urgency and accuracy in accordance to organization standards.

  • Support the stores shortage and theft Awareness Program through reporting methods provided by your organization.

  • Collaborate with sales executives to identify and communicate with new Account stakeholders around analytics.

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

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

  • Communicate with the Marketing Team about the effectiveness of your Sales And Marketing assets, and suggest 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. Have you defined which data is gathered how?

  2. How do you provide a safe environment -physically and emotionally?

  3. Are all requirements met?

  4. Do staff qualifications match your project?

  5. How do you gather Sales Processes requirements?

  6. How frequently do you verify your Sales Processes strategy?

  7. How do you improve productivity?

  8. What other jobs or tasks affect the performance of the steps in the Sales Processes process?

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

  10. How do you govern and fulfill your societal responsibilities?

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:

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 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.