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.
The Toolkit contains the following practical and powerful enablers with new and updated Sales intelligence specific requirements:
STEP 1: Get your bearings
- 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:
- Are there recognized Sales intelligence problems?
- Which Sales intelligence goals are the most important?
- Which models, tools and techniques are necessary?
- What were the crucial ‘moments of truth’ on the process map?
- Why should we expend time and effort to implement measurement?
- Do the problem and goal statements meet the SMART criteria (specific, measurable, attainable, relevant, and time-bound)?
- Who will be responsible for deciding whether Sales intelligence goes ahead or not after the initial investigations?
- Who else should we help?
- Does Sales intelligence appropriately measure and monitor risk?
- How will new or emerging customer needs/requirements be checked/communicated to orient the process toward meeting the new specifications and continually reducing variation?
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:
- Project Charter: Sales intelligence project Objective Statement: What must the Sales intelligence project do?
- Variance Analysis: Are overhead cost budgets established for each department which has authority to incur overhead costs?
- Project Schedule: Activity charts and bar charts are graphical representations of a Sales intelligence project schedule …how do they differ?
- Source Selection Criteria: What are the most critical evaluation criteria that prove to be tiebreakers in the evaluation of proposals?
- Procurement Audit: Was the expert likely to gain privileged knowledge from his activity which could be advantageous for him in a subsequent competition?
- Schedule Management Plan: Is current scope of the Sales intelligence project substantially different than that originally defined?
- Risk Register: Schedule Impact/Severity Estimated Range (workdays) Assume the event happens, what is the potential impact?
- Quality Metrics: Have alternatives been defined in the event that failure occurs?
- Human Resource Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
- Team Member Performance Assessment: To what degree do team members feel that the purpose of the team is important, if not exciting?
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
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:
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.