Solution Marketing Toolkit

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Methodize Solution Marketing: effectively manage and follow up on leads generated through various marketing department efforts.

More Uses of the Solution Marketing Toolkit:

  • Ensure you instruct; lead and optimize the Solution Marketing team for high growth scale and Best Practices to consistently deliver on new and existing services product launch.

  • Establish Solution Marketing: interface with sales to determine Sales Enablement needs, and work with product/Solution Marketing to develop tools, programs in a box, training and content.

  • Ensure you motivate; lead and optimize the Solution Marketing team for high growth scale and Best Practices to consistently deliver on new and existing services product launch.

  • Lead Solution Design/delivery process in design and delivery of cloud and on prem solutions to support Business Applications.

  • Arrange that your enterprise leads Solution Development efforts that best address customer needs, while coordinating the involvement of all necessary Beeline teams and personnel.

  • Provide support to Account managers and provide input regarding Business Development and solution expertise.

  • Manage work with client success teams to translate customer / Business Needs into technical procedures.

  • Maintain robust documentation of Tag Management architecture and Solution Design.

  • Standardize Solution Marketing: work closely with Domain and Solution Architects to deliver Business Architecture outputs needed for End to End Architecture and Solution Architecture deliverables.

  • Collaborate with Product Managers, designers, and other developers to understand desired application capabilities and testing scenarios, and work through permutations to find the best solution possible.

  • Help you as you strive to be the most respected and in demand solution partner supporting intelligent distribution in the Asset Management industry.

  • Deliver relevant marketing messages, product information and programs consistent with management direction in line with Solution Selling model.

  • Resolve product or service problems by clarifying the customers complaint, determine the cause of the problem, select and account for the best solution to solve the problems, expedite correction or adjustment, follow up to ensure resolution.

  • Provide technical guidance on disruptive technologies and grey areas, identify solution and technology pain points, and Resolve Conflict.

  • Initiate Solution Marketing: daily communication with clients, Solution Architects, Project Managers, implementation teams, testers, on implementation subjects.

  • Use the integrated training solution to facilitate training based in virtualized computers, virtualized networks, malicious network traffic, etc.

  • Ensure your design understands and augments the Solution Architecture and design to address integrations being applied across businesses, applications, technologies and services.

  • Confirm your organization drives the Sign Off on the technology solution and acts as an interface with the delivery organization to ensure effective transition, shape services and determine appropriate structure, delivery locations and related costs.

  • Control Solution Marketing: interface with the delivery organizations to ensure effective transition, shape services, collaborate on clear solution assumptions, determine appropriate Service Delivery locations and related cost to deliver.

  • Identify opportunities to improve Operation strategies, Business Productivity or service to your agents and customers, recommend solution alternatives, and coordinate with other areas to implement improvements.

  • Manage work with technical products leads to the design of a solution that optimally utilizes your products and payment platform.

  • Ensure you coach; lead the partnering with and supporting business partners to shape ideas to solutions with support from solution management and architecture group of data team.

  • Support the enterprise mission through an enhanced Production Monitoring solution with effective monitoring and Problem Resolution for Enterprise Applications.

  • Ensure you challenge; build and lead a highly solution oriented team that is proactive in anticipating Business Needs and outcomes providing thE Business with viable solutions.

  • Evaluate Solution Marketing: continually improving processes, material and designs to ensure every solution exceeds customer expectations while providing unparalleled value.

  • Assure your organization acts as a/an primary owner for written Business Requirements, design and Technical Specifications, from initial creation, through Change Management and solution delivery.

  • Make sure that your team complies; mentors multiple solution and application architects; approves Application Architecture designs, and lead Technical Design sessions with architects and developers.

  • Methodize Solution Marketing: master competency on end to end Solution Architecture, Business Processes and industry domain and/or performance engineering and relevant saas tools.

  • Ensure your organization analyzes new and complex project related problems and creates innovative solutions involving finance, scheduling, technology, methodology, tools, and solution components.

  • Ensure you design; lead with solution and Business Case approach and help change the operational model to SDDC.

  • Lead technical expertise while scoping and driving the creation of digital solutions, email campaigns, email reporting, and Data Integration.

  • Be accountable for understanding and appreciation of key issues and structural concerns confronting groups that are diverse and have been marginalized.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Solution Marketing 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 Solution Marketing improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are actual costs in line with budgeted costs?

  2. How is Knowledge Sharing about Risk Management improved?

  3. How do you do Risk Analysis of rare, cascading, catastrophic events?

  4. What knowledge, skills and characteristics mark a good Solution Marketing project manager?

  5. Are assumptions made in Solution Marketing stated explicitly?

  6. What else needs to be measured?

  7. What does losing customers cost your organization?

  8. How much contingency will be available in the budget?

  9. What projects are going on in the organization today, and what resources are those projects using from the resource pools?

  10. How do you recognize an Solution Marketing objection?

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

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

  • 62 step-by-step Solution Marketing Project Management Form Templates covering over 1500 Solution Marketing 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 Solution Marketing project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Solution Marketing Project Team have enough people to execute the Solution Marketing 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 Solution Marketing 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 Solution Marketing Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Solution Marketing Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Solution Marketing 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 Solution Marketing 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 Solution Marketing 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 Solution Marketing project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Solution Marketing project with this in-depth Solution Marketing Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Solution Marketing 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 Solution Marketing 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 Solution Marketing investments work better.

This Solution Marketing 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.