Assessments

Phase 1   |   Phase 2   |   Phase 3

Before you invest in training make sure you have the right people in the right positions. Assessments are the first step in each phase of the 3-Phase Sales Training System.

Sales Effectiveness and Improvement Analysis (SEIA)

When: Prior to Professional Selling and after CSP certification.

For: The Entire Sales Team, Sales Leaders and Sales Process.

The Sales Effectiveness and Improvement Analysis (SEIA) is the single most important collection of information about your company’s sales organization. SEIA identifies whether your salespeople have the desire and commitment it takes to be successful in sales. You’ll learn who is trainable, how much training they’ll need and the kind of help from which each will benefit. This assessment will set a benchmark of where the sales professional is currently at and provide a pathway to take them from good to great. OMG will also measure 21 core competencies and give detailed insight into the skills and strengths that a salesperson possesses.

It looks at the people, sales processes, systems and strategies in your sales organization and helps identify areas of potential improvement when hiring, the quality of your pipeline, and the effectiveness of your sales management efforts.

Checkpoint 360°®

When: Given to further develop your existing sales leaders

For: Sales Leaders

The CheckPoint Management System is a 360-degree assessment used to evaluate the effectiveness of your managers and leaders and to help them identify and prioritize their own development opportunities. This survey compiles a feedback system from direct reports, peers, and supervisors, and then creates a personalized program for developing specific leadership skills based on that feedback. The reports show you how to improve training, management techniques, and communication for greater success.

Profiles Sales Assessment

When: Before hiring sales professionals

For: Sales Professionals

The Profiles Sales Assessment measures how well a person fits a specific sales job in your organization. This assessment draws data based on the top-performing sales people in specific sales jobs in an organization and juxtaposes them against your candidate. It is used primarily for selecting, onboarding, and managing sales people and account managers. The “job modeling” feature is unique, and can be customized by company, sales position, department, manager, geography, or any combination of these factors.

Using this assessment you will be able to predict on-the-job performance in seven critical sales behaviors: prospecting, call reluctance, closing the sale, self-starting, working with a team, building and maintaining relationships, and compensation preference.

Customer Service Profile™ Assessment

When: Prior to Customer Conversations program

For: Customer Service Teams

Our clients use the Customer Service Profile Assessment to make effective job placements and develop effective work teams within the customer service role and industry. The Customer Service Profile Assessment investigates several areas (Behavioral Traits, Proficiencies, Company Service Alignment, and the Company Service Perspective Comparison) as a part of evaluating how well an individual fits into a particular customer service job.