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Home
About Us
Sales Training
Master the Sales Process
& Client Management
Key Account Management
For 2X Growth
Managing Sales Team
& Performance
Our Services
Sales Process &
Performance Audit
Sales Performance Dashboard
& Performance Improvement
Sales Process
Documentation
Assessment
Sales Team
Sales Skills
Communication Skills
Time Management Skills
Sales Manager
Sales Process
Leadership
Influencing Skills
Free Downloads
Daily Journal
Testimonials
Events
Gallery
Home / Sales Process
Sales Process Assessment
1
2
3
4
5
6
7
1. We have clear guidelines to select our new customers.
(Required)
Yes
No
2. We have identified and documented our core focus industries and related applications.
(Required)
Yes
No
3. Our team understands the importance of continuous prospecting.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
4. Our team has a clear plan for when to make cold calls during a working week.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
5. We have created a lead management system to record and track each lead generated.
(Required)
Yes
No
6. Our Team filters each lead before spending time on it.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
7. Our lead-to-enquiry conversion ratio is
(Required)
50%
40%
30%
20%
Don't know
8. Our customers welcome our Sales Team to discuss their requirements in detail.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
9. Our Sales Team add value to Customers during each step of Sales Process.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
10. Our Team is comfortable to ask as many valid questions as possible to find the REAL NEED.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
11. Our Team makes sure that Customer feels that the solution is selected by him/her.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
12. Our organisation spends enough time and resources on-keeping our Team's product knowledge
(Required)
Never
Occasionally
Sometimes
Frequently
Always
13. Our Team is fully aware of their Key Performance areas.
(Required)
Yes
No
14. Our Manager make every Sales Review very specific and result oriented.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
15. We conduct Negotiation preparatory meeting before every critical order closure.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
16. We involve right internal resources during each critical opportunity's Sales Process.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
17. Our Team does enough research about new clients before visiting them.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
18. Enough data is analysed before submitting the best price to our clients.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
19. Our team understands the importance of margins in every order.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
20. We measure the average order value at the end of every month.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
21. We review the lost opportunities every month.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
22. We have a standard monthly plan template across the organisation.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
23. Our Team makes their weekly plan on weekends and executes them next week.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
24. Every Team member is clear about their individual Targets, Team Target, and Organisation Targets.
(Required)
Not aware
Individual Target alone
Individual and Team Targets
Organisation Targets
All Targets
25. Our marketing strategy is in complete alignment with our focus market and applications.
(Required)
Never
Occasionally
Sometimes
Frequently
Always
Total Value
Up to 40 - Your Sales Process seems to be inadequate. Probably your Sales potential has not reached its potential due to lack of clarity.
41-60 – There is a Scope for improvement. Identify focus areas and work on it.
61-80 – Doing well. Make sure every Team member follows it.
81-100 – Time to expand your business.
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