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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Sales intelligence 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 665 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 intelligence improvements can be made.

Examples; 10 of the 665 standard requirements:

  1. Who will use it?

  2. Who have we, as a company, historically been when we’ve been at our best?

  3. Is data and process analysis, root cause analysis and quantifying the gap/opportunity in place?

  4. Are Required Metrics Defined?

  5. Who is responsible for errors?

  6. Does Sales intelligence appropriately measure and monitor risk?

  7. How are the Sales intelligence’s objectives aligned to the group’s overall stakeholder strategy?

  8. Are the best solutions selected?

  9. What are the record-keeping requirements of Sales intelligence activities?

  10. In what ways are Sales intelligence vendors and us interacting to ensure safe and effective use?

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 intelligence book in PDF containing 665 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Are internal Sales intelligence project status meetings held at reasonable intervals?
  2. Network Diagram: How confident can you be in our milestone dates and the delivery date?
  3. Project Management Plan: Are alternatives safe, functional, constructible, economical, reasonable and sustainable?
  4. Responsibility Assignment Matrix: When Performing is split among two or more roles, is the work clearly defined so that the efforts are coordinated and the communication is clear?
  5. Stakeholder Management Plan: Is the amount of effort justified by the anticipated value of forming a new process?
  6. Activity Duration Estimates: Are changes to the scope managed according to defined procedures?
  7. Team Member Status Report: How does this product, good, or service meet the needs of the Sales intelligence project and the organization as a whole?
  8. Procurement Audit: Is there a forum where the departments suppliers performance is regularly discussed with the suppliers?
  9. Procurement Audit: Could the bidders assess the economic risks the successful bidder would be responsible for, thus limiting the inclusion of extra charges for risk?
  10. Human Resource Management Plan: Explain the purpose of this Sales intelligence project by describing, at a high-level, what will be done. What is this Sales intelligence project aiming to achieve?

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

1.0 Initiating Process Group:

  • 1.1 Sales intelligence project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales intelligence 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 intelligence 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 intelligence investments work better.

This Sales intelligence 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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