Sales
End-to-end sales operations from lead generation to cash collection
Complete TOM Bundle: Sales
13 deliverable files for Sales. Full Sales bundle: the Complete TOM DOCX and all function deliverables across the document categories, including the target operating model presentation, workbooks and any Markdown supplements.
Document previews
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Deliverable files included in this bundle (13)
Target-Operating-Model report
A 63-slide Sales presentation covering operating-model design, process architecture, organisation, technology, data, governance and performance for executive discussion.
- TOMBox---Sales-Target-Operating-Model.pptx PowerPoint
Sales, Complete TOM Bundle
A 52-page Sales / Prospect-to-Acquire operating-model reference organised into 13 main sections and 29 tables, connecting process design, service delivery, people, technology, data, governance and performance.
- PTA-Complete-TOM-Document.docx Word
Sales, Service Catalogue
A 65-page Sales / Prospect-to-Acquire service catalogue with 68 service definitions covering delivery responsibilities, service recipients, outputs and service-level expectations.
- PTA-Service-Catalogue.docx Word
Sales, Technology Landscape
A 32-page Sales / Prospect-to-Acquire technology landscape with 10 main sections and 19 tables covering system capabilities, process support, integration and modernisation options.
- PTA-Technology-Landscape.docx Word
Sales, Data Strategy & MDM
A 30-page Sales / Prospect-to-Acquire data-strategy and master-data reference with 11 main sections and 32 tables covering data domains, ownership, quality rules and governance.
- PTA-Data-Strategy-MDM.docx Word
Sales, Governance & Controls
A 45-page Sales / Prospect-to-Acquire governance reference with 11 main sections and 78 tables setting out decision rights, governance bodies, policy responsibilities and controls.
- PTA-Governance-Controls-Summary.docx Word
Sales, Interaction Matrix
A 32-page Sales / Prospect-to-Acquire interaction reference using 18 tables to map internal and external interfaces, information exchanges, responsibilities and dependencies.
- PTA-Interaction-Matrix.docx Word
Sales, Policy Document
A 34-page Sales / Prospect-to-Acquire policy document organised into 6 main sections with 33 tables covering operating requirements, responsibilities, governance and compliance.
- PTA-Policy-Document.docx Word
Sales, Procedures
A 129-page Sales / Prospect-to-Acquire procedures manual with 67 L3 procedure sections, describing operating steps, responsibilities, controls and expected outputs.
- PTA-Procedures-Manual.docx Word
Sales, KPIs with Benchmarks
A 30-page Sales / Prospect-to-Acquire performance library containing 35 performance-indicator profiles, including 8 recommended additions, with formulas and benchmark guidance.
- PTA-KPIs-with-Benchmarks.docx Word
Sales, Job Descriptions
A 45-page Sales / Prospect-to-Acquire role compendium with 16 job descriptions detailing responsibilities, competencies, qualifications and reporting relationships.
- PTA-Job-Descriptions.docx Word
Sales, L3 RACI
A 25-page Sales / Prospect-to-Acquire responsibility reference mapping 74 L3 process identifiers to responsible, accountable, consulted and informed roles across 17 tables.
- PTA-L3-RACI-Process-Tables.docx Word
Sales, L3 RACI
An Excel Sales / Prospect-to-Acquire responsibility workbook with 3 worksheets and 74 L3 process rows, mapping accountable owners and supporting responsibilities for operational planning and review.
- PTA_L3_RACI_Matrix.xlsx Excel