top of page

Sales Baseline Assessment

The following is our basic baseline assessment tool.  However, the complexity is the relationships that exist between each question.  Once you have submitted your answers we will review the results and come back to you with recommendations.   

Have you got a Sales Strategy?
Have you got a Sales Team?
Have you set sales metrics?
Do you have a sales process?
Are you able to track your sales results?
Have you defined your Sales Methodology?
How would you rate your sales revenue?
PoorFairGoodVery goodExcellent
How would you rate your sales process?
PoorFairGoodVery goodExcellent
How would you rate sales execution?
PoorFairGoodVery goodExcellent
How good is your sales methodology?
PoorFairGoodVery goodExcellent
How good are your Products / Services?
PoorFairGoodVery goodExcellent
What is your position in the market?
UnknownOkayGoodVery goodLeaders
What percentage of sales hit quota?
0-20%20-50%50-70%70-100%Over 100%
Do you provide sales incentives?
NoYes but not definedYes but basic Yes but really goodPresident Club Level
Do you align to the buying cycle?
NoWe have tried toSometimesOftenAlways
What are the leads quality...
PoorFairGoodVery goodExcellent
In terms of the leads quantity are they...
PoorFairGoodVery goodExcellent
What is your lead to bid ratio?
0-20%20-50%50-70%70-100%Over 100%
What is your bid to win ratio?
0-20%20-50%50-70%70-100%Over 100%
Do you use Account classifications?
NoNot sureYesYes and definedYes and sophisticated
Do you have a defined Sales Process?
NoNot sureYesYes and definedYes and sophisticated
What sales systems do you have?
What do you measure?
Finally what do you want to improve?

Thanks for submitting!

© Salespuzzle

bottom of page