Sales Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sales 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 938 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 improvements can be made.

Examples; 10 of the 938 standard requirements:


1. Is the standards sales information collected and evaluated to determine customer profiles, most popular standards and trends over time for use in future planning?
   
   

2. How does your organization harness data and analytics to deliver a relevant, seamless experience across marketing, sales, service and commerce?
   
   

3. What can be done to develop a rhythm between marketing and sales so that there is a unified pattern to the efforts, a single focus?
   
   

4. Do you use your system to automate job costing, sales orders, supply chain management and/or other industry specific requirements?
   
   

5. What can organization management do to better measure and reward marketing and sales activities to encourage collaboration?
   
   

6. How do you make it easy to sell and track sales to manage finances and better understand and respond to customer demand?
   
   

7. Are you an established organization with a new version of a product or is your goal to shorten your sales cycle?
   
   

8. How can marketers determine which tactics contribute to sales or conversions and the size of the contribution?
   
   

9. What is the actual sales quantity and revenue of a product and the difference compared to the planned values?
   
   

10. What methodologies or strategies are right for the situations that your sales teams face on a regular basis?
    
    


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 book in PDF containing 938 requirements, which criteria correspond to the criteria in...


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


• 62 step-by-step Sales Project Management Form Templates covering over 1500 Sales project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Probability and Impact Assessment: What will be the likely political environment during the life of the Sales project?
   
   

2. Stakeholder Management Plan: Is it standard practice to formally commit stakeholders to the Sales project via agreements?
   
   

3. Probability and Impact Assessment: Sensitivity analysis -which risks will have the most impact on the Sales project?
   
   

4. Procurement Management Plan: Is there any form of automated support for Issues Management?
   
   

5. Risk Management Plan: Risk probability and impact: how will the probabilities and impacts of risk items be assessed?
   
   

6. Human Resource Management Plan: Have adequate resources been provided by management to ensure Sales project success?
   
   

7. Activity Resource Requirements: Which logical relationship does the PDM use most often?
   
   

8. Activity Cost Estimates: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
   
   

9. Change Management Plan: How will you deal with anger about the restricting of communications due to confidentiality considerations?
   
   

10. Project Management Plan: Are alternatives safe, functional, constructible, economical, reasonable and sustainable?


 
Step-by-step and complete Sales Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Sales project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose Sales 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 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 investments work better.

This Sales 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.