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

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Sales Force Automation specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Sales Force Automation 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 703 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 Force Automation improvements can be made.

Examples; 10 of the 703 standard requirements:

  1. Why is it the case that crm sfa sales force automation and HR systems are moving to cloud while scm manufacturing financial packages or systems are not moving to cloud?

  2. Have you been able to integrate with your other key business systems, like sales force automation, to avoid rekeying data or islands of information?

  3. Do you, as a leader, bounce back quickly from setbacks?

  4. Do we have sales force automation?

  5. How do we maintain Sales Force Automation’s Integrity?

  6. Why are Sales Force Automation skills important?

  7. What do we want to improve?

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 Force Automation book in PDF containing 703 requirements, which criteria correspond to the criteria in…

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

  • 62 step-by-step Sales Force Automation Project Management Form Templates covering over 6000 Sales Force Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. WBS Dictionary: What should you drop in order to add something new?
  2. Project Performance Report: ??To what degree can the cognitive capacity of individuals accommodate the flow of information?
  3. Planning Process Group: What will you do to minimize the impact should a risk event occur?
  4. Initiating Process Group: For technology Sales Force Automation projects only: Are all production support stakeholders (Business unit, technical support, & user) prepared for implementation with appropriate contingency plans?
  5. Issue Log: Which stakeholders are thought leaders, influences, or early adopters?
  6. Initiating Process Group: Have requirements been tested, approved, and fulfill the Sales Force Automation project scope?
  7. Activity List: For other activities, how much delay can be tolerated?
  8. Scope Management Plan: Do all stakeholders know how to access this repository and where to find the Sales Force Automation project documentation?
  9. Scope Management Plan: A configuration control board can be a significant part of a large Sales Force Automation project. Which activity is not a function of the configuration control board?
  10. Risk Management Plan: Are end-users enthusiastically committed to the Sales Force Automation project and the system/product to be built?

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

1.0 Initiating Process Group:

  • 1.1 Sales Force Automation project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales Force Automation 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 Force Automation 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 Force Automation investments work better.

This Sales Force Automation All-Inclusive Toolkit enables You to be that person:

 

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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.

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