Our Sales Assessment service is designed to identify gaps that exist between your company’s stated revenue objectives and its ability to achieve those objectives.
Our three-day Sales Assessment is a high-value engagement that identifies key challenges, provides viable alternatives for addressing these challenges, and moderates a workshop with your top management team to help you select the top one or two options that you can immediately implement.
If you miss your revenue objectives more than you care to admit, and you are not sure why, then the first thing to do is to find out why.
Until you do, you can’t really fix the problem.
In three days, you can find out why, identify viable alternatives, and immediately begin to address the gaps and so you can meet and exceed your revenue objectives consistently.
SOMAmetrics’ Sales Assessment diagnosis includes:
Key Performance Indicators (KPI) – sales metrics; sales funnel math and forecast accuracy; conversion rates of marketing qualified leads, sales qualified leads, pipeline, forecast, and closed deals.
Sales Methodology – review of your sales stages, the criteria used to move a prospect through your sales stages, and the effectiveness of your sales engagement tools that your sales organization uses.
Sales and Marketing Tools – evaluation of the effectiveness of tools used to reach prospects, generate leads, and covert leads to qualified prospects.
Sales Stall Areas – review of your sales pipeline to see where stalls occur that may be slowing down your sales cycle.
CRM Design – review of your Customer Relationship Marketing to see if you are capturing key data needed to identify hot prospects and enable you to make sound marketing decisions.
Sales Team – a micro level diagnosis of 2-4 of your inside sales professional to determine sales proficiency, individual KPI, review of personal sales plan, and more.
After conducting an assessment of your sales and marketing setup, SOMAmetrics prepares an Executive Report and presents to your top management team regarding where the gaps exist between your targeted objectives and actual performance, and recommends a plan of action for bridging those gaps.