Sales Optimization Assessment Report (SOAR)

CEO, VP Sales and Business Owner Sales Organization checkup!

The Sales Optimization Assessment report provides leadership and management with an in-depth and unbiased perspective of the quality and capability of their sales organization. Developed by successful sales leaders and training experts who worked in the trenches, the SOAR process enables you to look under the covers with the discerning eye of an experienced sales leader whose only objective is to identify any and all issues impacting sales performance, results and profitability. It answers the question “Do I have the right people to achieve our objectives!!!”

We provide you with an in-depth and unbiased review of your sales organization, using a proven system for building successful sales organizations. The SOAR process includes individual and team assessments of your personnel, their strengths & weaknesses, sales competencies, motivators and training requirements to meet the needs of today's environment.

The Sales Optimization Assessment Report provides you with:

  • Do you have the right people in the right roles? Do they have the right attitude, behavior and competencies needed to achieve their goals with excellence?

  • Are there any critical gaps that may exist in competencies, procedures and systems that impact sales productivity?

  • Insight on the relationships between your internal organizations and how they may be impacting sales productivity including marketing, operations, sales, customer service and finance.

  • Job Models for key roles that includes the behaviors, attitudes, values and skills needed to optimize results to improve sales, client satisfaction and retention.

  • Recommendations for changes to accelerate and improve performance.

  • A methodology for recruiting & selecting high potential employees 

  • Support for developing your team to new levels in performance and productivity. 

  • Review of your on-boarding process for fast starting new hires

  • Integrate The Developing Strategic Partnership (DSP) training program and roadmap for developing new markets and existing Accounts

    To learn more… Click HERE