Confidential Assessment

The first step toward accelerating deal generation, pipeline growth and sales culture alignment is understanding the people, processes and technology that define how you sell.

By taking the following assessment you will be able to benchmark your sales culture and identify specific areas for investment. Please allow 5-10 minutes to complete the 42 questions. You may also submit your contact information to receive a confidential and complementary review of your score.
UpDownSameNot Sure
Revenue
Profitability
Cash Flow
Overhead
Market Share
Employee Count
Number of Customer Transactions
Number of Qualified Opportunities
Average Order size
Length of Sales Cycle
Gross Margins
On average how much of your sales people’s time is spent on each of the following?
%
%
%
%
%
Needs ImprovementMeets ExpectationsExceed Expectations
How would you assess your sales organization’s ability to collaborate and share best practices across the sales force
How well do you feel your sales compensation plan reflects the overall business goals?
How would you assess your sales organization’s ability to accurately forecast business (what will close, when, for how much)?
How would you rate the sales pipeline’s ability to predict future revenue?
How would you rate the sales pipeline’s ability to consistently meet forecast sales goals?
How you rate the quality of information in your sales team’s pipeline reports?
How effective is your sales recruiting process at sourcing and producing top performers?
How would you rate your ability to quickly ramp a new sales person to full productivity?
How effective are your sales people at consistently achieving performance goals?
How effective is the top 20% of your sales force at consistently OVER-achieving performance goals?
How effective are your sales people at adding new clients?
How well do your sales people avoid price as an objection when selling NEW business?
How effective are your sales people at up-selling/cross-selling across ALL existing clients?
How well do your sales people avoid price as an objection when selling to existing clients?
How effective are your sales people at avoiding pressure to discount deals in order to meet sales goals?
How would you assess your sales force’s ability to properly qualify and prioritize sales opportunities?
How well do your salespeople balance their investment of time and effort in each step of the sales process? (e.g. opportunity generation, lead incubation, buy-cycle management, solution development, proposal writing, negotiation, closing and account management)
How effective is your sales manager at finding time to analyze and enhance the sales process?
How effective is your sales manager at delivering training and coaching to the sales team?
How would you rate your sales manager’s success holding short daily or weekly meetings where salespeople are held accountable for crucial metrics?
How effectively are your salespeople selling post-recession vs. pre-recession?
YesNo
Have your sales people been through formal sales training in the last six months?
Has your sales manager(s) been through formal sales training in the last six months?
Do you have daily access to metrics for the number of qualified opportunities entering the pipeline, deal win rate, deal value and sales cycle time?
Do you have an effective process for transferring the sales success of your top producers to the rest of your sales force?
Do you have sales people who have been underperforming for more than one year?
Have you implemented a core sales force automation or CRM system (contact management, account management, opportunity management, forecasting, etc.)?
Does your sales management spend at least 50% of their time training and coaching your salespeople?
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