This Sales Force Analysis and Revenue Roadmap includes the following deliverables:
Customization for Your Business Before we can begin our processing of any reports we first need your input. We ask that you complete a few simple but important questionnaires about your Strategies, Current Systems and Processes, and your Role Specification identifying your IDEAL sales person(s), sales manager(s) and Sales Leader(s) as applicable. We build a custom DNA blueprint for your company and all participants are measured against your specific company DNA. We answer 19 very specific business questions and give you the intelligence necessary to make better decisions about how to grow sales.
We measure your:
Strategies and Priorities Are they congruent or in conflict? Who can and will execute them? Who has discomfort with them and why?
Systems and Processes What is in place and what is missing to manage, motivate, and measure the effectiveness of the team? We measure Critical Ratios in your current systems and processes and more importantly, what is missing.
Crucial Elements for Success The crucial elements for success are “conditions” that must exist in order to impact growth and change: Desire, Commitment, Responsibility, and Outlook.
Hidden and Invisible Weaknesses (DNA) These are powerful weaknesses that are hidden from view for both sales leadership and the salesperson. These weaknesses, when present: Need for Approval, Emotional Involvement, Buy Cycle, and Money Tolerance, are powerful enough to neutralize strengths and skills and are largely responsible for lack of execution:
Special Sales Skill Sets We define the special skill sets of: Hunters, Farmers, Account Managers, Consultative Sellers, Sales Posturing, Relationship Building, CRM Savvy, Social Selling, and Presentation Approach. This is critical information to determine if you have the right players in the right roles. These findings also provide a gap analysis to build curriculums, coaching continuums and skill development.
Value Proposition / Brand Promise / Elevator Pitch What are your salespeople telling your prospects about your Value Proposition, your Brand Promise, and your Elevator Pitch? Is it consistent? Is it what leadership dictates? Is it compelling?
Growth Potential We measure incentive to change and define growth expectations when the weaknesses are abolished. We are looking at the future, not history!
Commonality We explain the common weaknesses affecting your sales force. And we isolate the issues that are extremely important.
Culture We define your culture and what it will take to create a true sales culture.
Sales Management Impact The SEIA will illustrate those areas crucial to effective sales management, which you must have in order to grow the sales organization and reach the potential we have predicted for your growth. Supporting your sales management in providing the necessary systems, processes, and framework for Coaching, Motivating, Growing and Accountability is critical for future growth.
Pipeline Reliability We will define how much money you are leaving on the table, and how effective your sales team is at qualifying the potential client before wasting company resources on unqualified opportunities. This step alone is crucial to building your sales plan.
Gap Analysis – We define the gaps between top performers and bottom performers and how close your team is to becoming an OVERACHIEVING sales team.
Checkpoint Evaluation The Checkpoint SEIA and individual reports show how each participant has changed with regard to strengths, weaknesses, skills and challenges since the initial evaluation. This is typically processed after 8-12 months of development, training, and coaching.
Timeline and process
The first step is to complete and return the Data Collection Worksheet. This provides us the information we need to get started: who reports to whom, their roles, their last 12 months of production and if they are performing above or below at least 90% of quota.
Directions and instructions are then delivered to you. You then send the instructions and an announcement to your team with a deadline to complete their questionnaires. The role-based links to the questionnaires are imbedded in the instructions.
The sales team is typically given one week or less to complete the online surveys, which should take them under 60 minutes to complete in one focused session.
After all questionnaires are complete, we compile the information, process the reports and send the reports to you electronically. We will then need about 3-4 hours to review the information with the executive team. This can be done via web conference.
50% Complete