Systems S.O.S. Quiz!

Salutations friend! As promised, this short quiz will help point you in the right direction of what Sales Systems to optimize or implement to help you and your team exceed your revenue goals!

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* 1. Is there an established turnaround time for proposals?

Yes

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* 2. How often is the turnaround time met?

Always

Often

Sometimes

Seldom

Never

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* 3. Does your team use a Customer Relationship Management (CRM) software?

Yes

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* 4. How often do team members receive sales training?

Monthly

Quarterly

Annually

It depends on the leadership

Never

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* 5. Does your training process include training specific to your CRM?

Yes

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* 6. Is there a designated platform for internal communication amongst the sales team (not including email)?

Yes

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* 7. Is there an established process for creating and sending proposals?

Yes

Each Sales Representative/Business Development Representative uses their own process

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* 8. Do you have a clear and documented process in place for conducting discovery calls?

Yes, it is clear and documented

Yes, it is clear, but not documented

Yes, it is documented, but confusing

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* 9. Which of these KPIs do you use to determine whether your sales team performance is on track? Select all that apply.

Meeting acceptance rates

Number of proposals sent out

Number of discovery calls

Pipeline reports

Purchase orders in progress

Stage of the deal

We use different KPIs than the ones listed above

We use additional KPIs aside from the ones selected above

We don't use KPIs

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* 10. How often are sales reports generated?

Monthly

Quarterly

Annually

Never