Save time, empower your teams and effectively upgrade your processes with access to this practical Upsell and Cross-Sell Strategies Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Upsell and Cross-Sell Strategies 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 996 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Upsell and Cross-Sell Strategies improvements can be made.
Examples; 10 of the 996 standard requirements:
- Is the right amount and quality of product, market, customer and competitive information getting through from the sales team to the appropriate people in your organization?
- Does your marketplace provide adjacent strategic benefits as expanding internal capabilities, cross selling, increase in industry size, and access to more data?
- Can the vendor demonstrate how segments are used for key use cases like new logo acquisition, cross sell and upsell, outbound sales, or territory expansion?
- How should one combine your organizations entrepreneurial and profit oriented culture with any latent synergies in the existing organization?
- Does call preparation routinely include objectives to help develop the account and fill in information gaps as well as just sales objectives?
- How do you and your sales people ensure meetings, including one to one meetings, are kept focused, to the point and productive?
- Can all your sales and support team give the benefits rather than just the features, of each of your products and services?
- How much additional revenue from upsell and cross sell are your sales reps currently generating in sales appointments?
- How many organizations with a beautifully presented strategic plan have anything meaningful to show from the efforts?
- Are there any specifics you need to find out that will help your progress and/or be of interest to your organization?
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 Upsell and Cross-Sell Strategies book in PDF containing 996 requirements, which criteria correspond to the criteria in...
Your Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies Self-Assessment and Scorecard you will develop a clear picture of which Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies projects with the 62 implementation resources:
- 62 step-by-step Upsell and Cross-Sell Strategies Project Management Form Templates covering over 1500 Upsell and Cross-Sell Strategies project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity List: How should ongoing costs be monitored to try to keep the Upsell and Cross-Sell Strategies project within budget?
- Project Performance Report: To what degree do team members agree with the goals, relative importance, and the ways in which achievement will be measured?
- Lessons Learned: Was the Upsell and Cross-Sell Strategies project manager sufficiently experienced, skilled, trained, supported?
- Procurement Management Plan: Is there a set of procedures defining the scope, procedures, and deliverables defining quality control?
- Procurement Management Plan: Have lessons learned been conducted after each Upsell and Cross-Sell Strategies project release?
- Human Resource Management Plan: Are the people assigned to the Upsell and Cross-Sell Strategies project sufficiently qualified?
- Responsibility Assignment Matrix: Does the contractors system provide unit or lot costs when applicable?
- WBS Dictionary: Does the contractor have procedures which permit identification of recurring or non-recurring costs as necessary?
- Roles and Responsibilities: What should you do now to ensure that you are exceeding expectations and excelling in your current position?
- Procurement Audit: Is the purchasing department consulted on favorable purchasing opportunities, economic ordering quantities, and revision of purchasing specifications?
Step-by-step and complete Upsell and Cross-Sell Strategies Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Upsell and Cross-Sell Strategies project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Upsell and Cross-Sell Strategies project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies project with this in-depth Upsell and Cross-Sell Strategies Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies 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 Upsell and Cross-Sell Strategies investments work better.
This Upsell and Cross-Sell Strategies 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.
