How to conduct a sales assessment programme.

How to run sales assessments. Sales performance management software

All assessments are sat online with minimum loss of selling time. In less than 10 minutes we will have you assessing selling skills.

1Open your account and purchase enough credits for your pending project. Budget 5 credits for the full Core Skills assessment per person but the great news is that we will give you your first 10 credits as a welcome gift!
2Think about who you want to assess and which teams they belong to. Give these teams names according to your global sales structure (by office, product, manager, etc). 
3Upload candidate names (manually or via CSV). You just need name, email, and preferred language.
4Candidates sit their assessment (from 10 to 30 minutes) and their reports will appear in your account once completed. A Team Report will start building automatically once two or more executives have completed an assessment.
5Our “Booking Manager” tool will advise you who has completed and what e-learning modules we recommend should we find any sales skills gaps. It will even help you nudge any staff who have not completed their initial sales assessment module.
6Using your Booking Manager dashboard simply click to proceed with the recommended e-learning modules to fix any gaps or pass your reports to your preferred sales training manager/L&D department.
7All projects can be revisited should staff leave or teams change. Add, remove, swap candidates to always represent your dynamic sales teams.