Save time, empower your teams and effectively upgrade your processes with access to this practical SFA sales force automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any SFA sales force automation 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 SFA sales force automation specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the SFA 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 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which SFA sales force automation improvements can be made.
Examples; 10 of the standard requirements:
- 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?
- Do you monitor the effectiveness of your SFA sales force automation activities?
- How is the value delivered by SFA sales force automation being measured?
- Are there measurements based on task performance?
- How will the group know that the solution worked?
- How do you improve your likelihood of success ?
- Can SFA sales force automation be learned?
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 SFA sales force automation book in PDF containing requirements, which criteria correspond to the criteria in…
Your SFA 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 SFA sales force automation Self-Assessment and Scorecard you will develop a clear picture of which SFA 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 SFA 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 SFA sales force automation projects with the 62 implementation resources:
- 62 step-by-step SFA sales force automation Project Management Form Templates covering over 6000 SFA sales force automation project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: Do you think SFA sales force automation project managers of large information technology SFA sales force automation projects need strong technical skills?
- Monitoring and Controlling Process Group: What will you do to minimize the impact should a risk event occur?
- Schedule Management Plan: Have stakeholder accountabilities & responsibilities been clearly defined?
- Procurement Audit: Is it assessed whether well-functioning markets exist for the departments services/tasks?
- Procurement Management Plan: Are staff skills known and available for each task?
- Earned Value Status: Validation is a process of ensuring that the developed system will actually achieve the stakeholders desired outcomes; Are you building the right product? What do you validate?
- Initiating Process Group: Have requirements been tested, approved, and fulfill the SFA sales force automation project scope?
- Procurement Audit: Is the organization aware and informed about international procurement standards and good practice?
- Human Resource Management Plan: Is there a formal process for updating the SFA sales force automation project baseline?
- Human Resource Management Plan: Have the procedures for identifying budget variances been followed?
Step-by-step and complete SFA sales force automation Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 SFA sales force automation project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 SFA 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 SFA 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 SFA 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 SFA 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 SFA sales force automation project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any SFA sales force automation project with this in-depth SFA sales force automation Toolkit.
In using the Toolkit you will be better able to:
- Diagnose SFA 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 SFA 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 SFA sales force automation investments work better.
This SFA sales force automation 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.