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

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Sales management 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 625 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 management improvements can be made.

Examples; 10 of the 625 standard requirements:

  1. Which personal selling approaches is your organization using to help customers reach strategic goals through use of products, services, and sales organization expertise?

  2. Do our quotas account for an individual salespersons experience and background, as well as territorial, product, and customer?

  3. How does a seller cope with buyer needs once the company is a supplier and a long-term relationship is anticipated?

  4. How was market research and product development interlinked in the development of your last product?

  5. Do you audit your sales pipeline management process and hold your sales staff just as accountable?

  6. Are you trying to improve the quality of your Customer Service?

  7. Authority: Does the prospect have the authority to make commitment?

  8. What are the stages of managing a direct marketing campaign?

  9. Who are four people whose careers I’ve enhanced?

  10. How would one define Sales management leadership?

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 management book in PDF containing 625 requirements, which criteria correspond to the criteria in…

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

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

Examples; 10 of the check box criteria:

  1. Lessons Learned: How effectively and consistently was sponsorship for the Sales management project conveyed?
  2. Source Selection Criteria: Are there any common areas of weaknesses or deficiencies in the proposals in the competitive range?
  3. Procurement Management Plan: Are procurement deliverables arriving on time and to specification?
  4. Team Member Performance Assessment: To what degree can team members frequently and easily communicate with one another?
  5. Team Operating Agreement: Do you solicit member feedback about meetings and what would make them better?
  6. Procurement Management Plan: Is the Sales management project schedule available for all Sales management project team members to review?
  7. Activity Duration Estimates: Are actual Sales management project results compared with planned or expected results to determine the variance?
  8. Lessons Learned: How well defined were the acceptance criteria for Sales management project deliverables?
  9. Roles and Responsibilities: Do the values and practices inherent in the culture of the organization foster or hinder the process?
  10. Risk Audit: What resources are needed to achieve program results?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Sales management 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 management 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 management investments work better.

This Sales management 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.

Categories: Documents