Salesforce Quote-to-Cash Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Salesforce Quote-to-Cash 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 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Salesforce Quote-to-Cash improvements can be made.

Examples; 10 of the 995 standard requirements:

  1. What circumstances might cause a Cash Advantage Lending Account to be under-collateralized and what actions are typically required to resolve it?

  2. Does training exist to ensure to ensure skills are aligned to best practices and instil an awareness of optimized processes?

  3. What features and functions does the product have that can perform your daily accounting and business management functions?

  4. What are the capabilities, skills, and knowledge needed to support consumption-based models in an as-a-service economy?

  5. How does your organization stuck with entrenched inflexibility possibly evolve to achieve new levels of success?

  6. Does your organization publish annual and quarterly reports for external reporting purposes on a timely basis?

  7. Does your client change investment strategy for an account used as collateral for Cash Advantage Lending?

  8. Can locations picked up in the late afternoon be delivered to your organization on the next business day?

  9. How will the product maximize features and functions versus cost for the usable lifetime of the product?

  10. What happens if you apply for an account and change your mind after the application has been processed?


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 Salesforce Quote-to-Cash book in PDF containing 995 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Salesforce Quote-to-Cash Project Management Form Templates covering over 1500 Salesforce Quote-to-Cash project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Audit: Were there no inconsistencies between the several tender documents?

  2. Source Selection Criteria: How much past performance information should be requested?

  3. Probability and Impact Assessment: Is the Salesforce Quote-to-Cash project cutting across the entire organization?

  4. Schedule Management Plan: Are milestone deliverables effectively tracked and compared to Salesforce Quote-to-Cash project plan?

  5. Activity Duration Estimates: Does a process exist to identify individuals authorized to make certain decisions?

  6. Probability and Impact Matrix: What are the current or emerging trends of culture?

  7. Human Resource Management Plan: Is a pmo (Salesforce Quote-to-Cash project management office) in place and provide oversight to the Salesforce Quote-to-Cash project?

  8. Roles and Responsibilities: Be specific; avoid generalities. Thank you and great work alone are insufficient. What exactly do you appreciate and why?

  9. Communications Management Plan: What approaches to you feel are the best ones to use?

  10. Stakeholder Analysis Matrix: Guiding question: who shall you involve in the making of the stakeholder map?

 
Step-by-step and complete Salesforce Quote-to-Cash Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Salesforce Quote-to-Cash project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Salesforce Quote-to-Cash project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash project with this in-depth Salesforce Quote-to-Cash Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash 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 Salesforce Quote-to-Cash investments work better.

This Salesforce Quote-to-Cash 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.