Sales Process Assessment For Sales Teams

Evaluate your sales teams ability to execute with precision – – effectively, efficiently & predictably

Use Our Sales Process Audit To Evaluate…

An Entire Sales Team

To pinpoint sources of chronic underperformance and focus sales process improvement efforts

Part of a Sales Team

To pinpoint sources of chronic underperformance and focus sales process improvement efforts

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Mergers & Acquisitions

Target company sales teams during due diligence and/or during post-merger integration to pinpoint synergy and sales process improvements

Sales Process Asssessment for sales teams

We Provide You With:

  1. Briefings on The Chief Sales Leader Framework™
  2. Online Self-Assessments that are quick to complete
  3. Focus Group Assessments to clarify problem areas
  4. One-on-One Interviews to uncover hidden truths and agendas
  5. Document Assessment – do they exist, are complete, and usage
  6. A report including priorities and recommendations

We Use The Chief Sales Leader Framework™

To assess your sales teams ability to manage the three (3) strategic and twelve (12) operating sales processes that are required for a sales team to execute with precision – – effectively, efficiently, and predictably

How Does The Sales Process Assessment Work?

Step 1 – Conduct Online Questionnaire

To gain insight into sales processes from one or all of the following sources:

  1. Chief Sales Executive or head of the sales team
  2. Sales Managers
  3. Sales People
  4. Peer Departments
  5. C-Level Executives

Step 2 – Conduct Interviews

To clarify insight gained from the online sales process assessment from one or all of the following sources:

  1. Chief Sales Executive
  2. Sales Manager
  3. Peer Departments
  4. C-level Executives

Step 3 – Conduct Focus Groups

To clarify insight gained from the online sales process questionnaire from one or all of the following sources:

  1. Sales Managers
  2. Peer Departments

Step 4 – Conduct Document Review

To ensure that the following sales process documents are in place, up-to-date, and are being used:

  1. Sales plans
  2. Sales forecasts
  3. Sales policies and procedures
  4. Sales technology
  5. Performance reviews
  6. Compensation history
  7. Resumes of managers and salespeople

Step 5 – Analyze & Present Report

Prepare and present sales process assessment to key stakeholders:

  1. Outline of strengths and weaknesses
  2. Prioritization of improvement areas
  3. Recommendations for career development