This is a survey that I use when a customer approaches me for a sales consulting request. Many training requests are an effort to fix the symptoms of a problem, and the problem is not sales people skills.
Sales effectiveness is underrated by most CXO's and sales leaders. Training is an event, sales effectiveness is a journey!
Sales people have developed "patterns of success" , they do what they works for them, and they resist changing the "pattern". So training them on new practices while they are busy answering their emails or stepping out of the room to answer an "urgent customer call" is not the solution to declining revenue
I always ask the sales leader and CXO to examine their latest or current sales strategy, and start from there.
To my chagrin, I always discover that they either DO NOT have a sales strategy , or what they have was done years back and is completely disconnected from the market reality.
The reason of this post is to urge all sales leaders (sales directors, VP sales, CSOs) and indeed all CXO's to do a sales effectiveness of their organization to find out what is going on and why revenues are declining
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Sample generic sales survey questions (bilingual)
1. Ashraf Osman IP, not to be shared or copied without prior agreement
Sales effectiveness survey
This is a Sales effectiveness survey that will help assess how well XXX salesforce
Based on the survey results, we will be able to determine XXX sales readiness to enter a market based on consultative value-
based selling practices.
Scoring Scale:
0 - Don't Know
1 - Disagree Strongly
2 - Disagree Somewhat
3 - Neutral
4 - Agree Somewhat
5 - Agree Strongly
2. Ashraf Osman IP, not to be shared or copied without prior agreement
0 1 2 3 4 5
1 You understand XXX sales strategy, can describe it, and knows how to contribute to
its success.
ﻋﻠﻰ أﻧتدراﯾﺔا ﺑﺎﺳﺗراﺗﯾﺟﯾﺔﻟﺑﯾﻊ،ﻟﻣؤﺳﺳﺗكوﺻف وﺗﺳﺗطﯾﻊھذهاﻻﺳﺗراﺗﯾﺟﯾﺔاﻧﺟﺎﺣﮭﺎ ﻓﻲ ﺗﺳﺎھم و
2 You understand the customer's industry, business issues, value drivers and
requirements and can turn that understanding into business solutions for your
customer.
ﻋﻠ ﻋﻠﻰ أﻧتمﺑﺎﻟﺻﻧﺎﻋﺔﻋﻣﯾﻠك ﺑﮭﺎ ﯾﻌﻣل اﻟﺗﻲاﻟﻌﻣﻠﯾﺔ واﻟﺗﺣدﯾﺎتﺗﺳﺗطﯾﻊ و ،اﻟﯾﮭﺎ ﯾﺳﻌﻰ اﻟﺗﻲ اﻷھداف و ﺗواﺟﮭﮫ اﻟﺗﻲ
ﺑﮭﺎ ﺗﻔﯾد ًﻻﺣﻠو ﺗﺻﯾﻎ ان اﻟﻣﻌرﻓﺔ ﺑﮭذهﻣ ﺧﻼﻟﮭﺎ ﻣن ﺗﺑﯾﻊ و ﻋﻣﯾﻠكﻧﺗﺟﺎﺗﻛمﺧدﻣﺎﺗ وﻛم
3 Is there comprehensive profiles on key competitors? How is this profile built? Is it
communicated to all sales professionals?
ﻟﺑﻧﺎء ﻣﺗﺑﻌﮫ آﻟﯾﺔ ھﻧﺎكﻣﻌﻠوﻣﺎت وﺗﺣدﯾثاﻟﻣﻌﻠوﻣﺎت؟ ھذه ﻧﺷر ﯾﺗم ھل و ،اﻟﺳوق ﻓﻲ ﻣﻧﺎﻓﺳﯾﻛم ﻋن واﻗﻌﯾﮫ و ﻣوﺛﻘﮫ
4 Has there been any key strengths and weaknesses analysis of XXX sales force.
How does the sales force compare to XXX competitors in the Saudi market?
اﻟﻘوة ﻧﻘﺎط دراﺳﺔ ﺗﻣت ھلواﻟﺿﻌفاﻟﺧﺎص اﻟﺑﯾﻊ ﻟﻔرﯾقﺑﺎﻟﺷرﻛﺔو ؟ﻓرﯾﻘﻛم ﻛﻔﺎءة ﺑﯾن ﻣﻘﺎرﻧﮫ ھﻧﺎك ھلﻣﻘﺎرﻧﺔ
ﺑﻣﻧﺎﻓﺳﯾﻛم؟
5 There are metrics in place to measure and enhance the sales strategy. (e.g.
satisfaction, loyalty, share of spend, net margin etc.)
ﻣﻌﺎﯾﯾر ھﻧﺎك ھلﻣوﺟودةاﻟﺑﯾﻊ اﺳﺗراﺗﯾﺟﯾﺔ ﻧﺟﺎح ﻟﻘﯾﺎس) وﺗﺣﺳﯾﻧﮭﺎﺑراﻣﺞ ،اﻟﻌﻣﻼء رﺿﺎء ﻗﯾﺎس،اﻟوﻻءاﻟ ﺗﻛﻠﻔﺔﺑﯾﻊ
ًﺔﻣﻘﺎرﻧﺑﺎﻹﯾرادات(اﻟﺦ ،اﻟرﺑﺢ ھﺎﻣش ،اﻷرﺑﺎح و
6 The salesforce is recognized and incentivized based on measures linked to key
business objectives other than gross revenues.
اﻟﺑﯾﻊ ﻓرﯾق ﺗﺣﻔﯾز ﯾﺗمﻣﺟﮭوده وﺗﻘدﯾرﺑﺎﻟﻧﺗﺎﺋﺞ ﻋﻼﻗﮫ ﻟﮭﺎ ﺑﻣﻌﺎﯾﯾراﻟﻌﻣﻠﯾﺔﻟﻠﺷرﻛﺔاﻻﯾرادات ﻋﻠﻰ ﻓﻘط ﻟﯾس و
7 XXX sales force is clearly differentiated in the marketplace, with both key customers
and competitors.
ﻏﯾره ﻋن ﺗﻣﯾزه و ﺑﺎﻟﺷرﻛﺔ اﻟﺑﯾﻊ ﻟﻔرﯾق ﺑﺎﻟﺗﻘدﯾر ﯾﺷﻌرون اﻟﻣﻧﺎﻓﺳﯾن و اﻟﻌﻣﻼء
8 You have added value on your competition in the marketplace that is not related to
your price.
ﻗﯾﻣﮫ ھﻧﺎكﻋن ﻣﺿﺎﻓﮫ(ﺑﺎﻷﺳﻌﺎر ﻋﻼﻗﺔ ﻟﮭﺎ )ﻟﯾس اﻟﺳوق ﻓﻲ ﻣﻧﺎﻓﺳﯾﻛم
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9 Do you have a unique value proposition (unique selling point that differentiate you
from your competitors)? Can you demonstrate it to your customers?
ﻓرﯾده ﺑﯾﻊ ﻧﻘطﺔ ﻟدﯾﻛم ھلو )ارﻗﺎم ﻋﻣﻠﻲ ﺑدﻟﯾل ﻟﻌﻣﯾﻠك اﺛﺑﺎﺗﮭﺎ ﺗﺳﺗطﯾﻊ ھل ﻣﻧﺎﻓﺳﯾﻛم؟ ﻋن ﺑﮭﺎ ﺗﺗﻣﯾزون ﻣﺿﺎﻓﮫ ﻗﯾﻣﮫ او
(اﻟﺦ ، ﺗوارﯾﺦ
11 the salesforce stays engaged with the customer after the sale to manage
expectations and create new opportunities.
ﻓﻲ ﺗﺳﺗﻣر ھلاﻟﻌﻧﺎﯾﺔاﻧﺗﮭﺎء ﺑﻌد ﺑﺎﻟﻌﻣﯾلاﻟﺻﻔﻘﺔاﻷﺳﻌﺎر ﻋﻠﻰ اﻟﺗرﻛﯾز ﺑﻌدم و اﻟﺷراء ﺑﻣﻌﺎودة اﻻھﺗﻣﺎم ﯾﺗرﺟم ھل و ؟
ﻓﻘط
12 You clearly understand the sales skills, knowledge and experience that are critical
to successfully adapt to changing customer needs and market dynamics.
ﺑﺎﻟﺧﺑرات و اﻟﺑﯾﻊ ﺑﻣﮭﺎرات ﻛﺎﻣﻠﮫ ﻣﻌرﻓﮫ ﻋﻠﻰ ﺑﺎﻟﻔﻌل اﻧت آو ﺗدرﯾﺑك ﺗم ھلاﻟﻼزﻣﺔﺗﺣدث اﻟﺗﻲ اﻟﺗﻐﯾرات ﻣﻊ ﻟﻠﺗﻌﺎﻣل
اﻟﻣﺣﻠﻲ ﻟﻠﺳوق ﻓﻲ ﻟﻠﻌﻣﻼء
13 You can conduct a consultative interview with senior client executives using
diagnostic questions focused on defining key customer issues.
اﻻﺳﺗﺷﺎري ﺑﺎﻟﺑﯾﻊ دراﯾﺔ ﻋﻠﻰ اﻧتوﺗﺳﺗطﯾﻊﻣﻊ ﻣﻘﺎﺑﻼت ﻋﻘداﻹدارةﻋﻣﯾﻠك ﻋﻧد اﻟﻌﻠﯾﺎﻟﻣﻧﺎﻗﺷﺔﻣﺷﺎﻛﻠﮭماﻟﻌﻣﻠﯾﺔإﯾﺟﺎد و
ﻟﮭﺎ ﺣﻠول
14 The salesforce has the skills, knowledge, and experience to understand, create and
deliver measurable value for your customers.
و اﻟﻣﮭﺎرات اﻟﺑﯾﻊ ﻓرﯾق ﻟدىاﻟﻣﻌرﻓﺔاﻟﻼزﻣﺔﻟﻘﯾﺎس ﻗﯾﺎﺳﮭﺎ ﯾﻣﻛن ﻣﻌﺎﯾﯾر ﺗﺄﺳﯾس و ﻟﻔﮭماﻟﻔﺎﺋدةاﻟﻌﻣﻠﯾﺔﺳ اﻟﺗﻲﻋﻠﻰ ﺗﻌود
ﻣﻧﺗﺟﺎﺗ ﺷراﺋﮫ ﺑﺳﺑب اﻟﻌﻣﯾلﻛم
15 There is well-defined training and development plan for XXX salesforce.
ﻣﺣدد ﻣﺳﺎر ھﻧﺎكاﻟﺑﯾﻊ ﻓرﯾق ﯾﻌﻠﻣﮫ اﻟﺗطوﯾر و ﻟﻠﺗدرﯾب؟
16 Salesforce roles, tasks, and responsibilities are clearly understood and consistently
implemented.
ﻣﺳﺋوﻟﯾﺎﺗﮫ و ﻣﮭﺎﻣﮫ ﺑوﺿوح ﯾﻌﻠم اﻟﺑﯾﻊ ﻓرﯾقاﻟوظﯾﻔﯾﺔﺑﺎﻟ ﻣوﺟود ﺗوﺛﯾق ﺧﻼل ﻣنﻔو ﻣراﺟﻌﺗﮫ ﺗﺗم و ﻌلﺗﻧﻘﺑﺻﻔﮫ ﯾﺣﮫ
دورﯾﮫ
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17 After sales, marketing, accounting, and sales people have an effective working
relationship.
و طﯾﺑﮫ ﻋﻣﻠﯾﮫ ﻋﻼﻗﮫ ھﻧﺎكﻣﺛﻣرةاﻗﺳﺎم ﺑﯾن و اﻟﺑﯾﻊ ﻓرﯾق ﺑﯾناﻟﺻﯾﺎﻧﺔو اﻟﺑﻊ ﺑﻌد ﻣﺎ ﺧدﻣﺔ واﻟﻣﺣﺎﺳﺑﺔاﻟﻣﺻﻧ وﻊ؟
18 Is there a systematic and organized approach to communicating with support
functions such as finance, manufacturing, customer service and distribution?
؟ ذﻛرھﺎ اﻟﺳﺎﺑق اﻷﺧرى اﻷﻗﺳﺎم ﻣﻊ ﻟﻠﺗواﺻل واﺿﺣﺔ آﻟﯾﮫ ھﻧﺎك ھل
19 Are there periodic cross function meetings to enhance cooperation between sales
and other functions?
؟ اﻷﺧرى اﻷﻗﺳﺎم و اﻟﻣﺑﯾﻌﺎت ﺑﯾن دورﯾﮫ اﺟﺗﻣﺎﻋﺎت ﺗﻌﻘد ھل
20 The sales organization is structured around customers and markets, not product
lines.
اﻟﻣﻧﺗﺟﺎت ﻋﻠﻰ ﻓﻘط ﻟﯾس و واﻷﺳواق اﻟﻌﻣﯾل ﺣول ﯾﺗﻣﺣور اﻟﺑﯾﻊ ﻟﻔرﯾق اﻟﺗﻧظﯾﻣﻲ اﻟﮭﯾﻛل
21 Sales tools and techniques are practical, useful, and support the value creation
capability of the sales force sales cycle.
و ﻋﻣﻠﯾﮫ أدوات ﯾﺳﺗﺧدم اﻟﻔرﯾقﻣﻔﯾدةﺗﺳﺎﻋدﺣﻠوﻟ ﺗﻣﯾز ﻣﺿﺎﻓﮫ ﻗﯾﻣﮫ ﺧﻠق ﻋﻠﻰ اﻟﺑﺎﺋﻊﻛمﻣن ﺗﻘﻠل و اﻟﻣﻧﺎﻓﺳﯾن ﻋناﻟﺗرﻛﯾز
وﺣﯾد ﻛﻌﺎﻣل اﻟﺳﻌر ﻋﻠﻰ
22 Salesforce 'non-selling' time is measured and managed
،اﺻﻼح ،)ﺻﯾﺎﻧﮫ ﺑﺎﻟﺑﯾﻊ ﻟﮭﺎ ﻋﻼﻗﺔ ﻻ أﺧرى اﻧﺷطﮫ ﻓﻲ اﻧﻐﻣﺎﺳﮭم ﺑﺳﺑب ﻗﻠﯾل اﻟﺑﯾﻊ ﻓﻲ اﻟﺑﺎﺋﻌون ﯾﻘﺿﯾﮫ اﻟذي اﻟوﻗت
(ﺗﺣﺻﯾل
23 You know how much of your revenue AND profit is derived from each of your key or
strategic accounts.
ﻋﻠم ﻋﻠﻰ اﻧتﺑﺄرﻗﺎم،ﺗﺎرﯾﺧﮫ ﺣﺗﻰ )اﻟﻣﺑﯾﻌﺎت اﻻﺳﺗراﺗﯾﺟﯾﯾن ﻟﻠﻌﻣﻼء اﻟﺑﯾﻊاﻟرﺑﺣﯾﺔاﻟﺦ ،ﺗﺎرﯾﺧﮫ ﺣﺗﻰ ﻋﻣوﻻﺗك ،(
24 Do you have any account/territory management activities? Do you prepare and
present account and territory plans?
ﺧطط ﺑﻌﻣل اﻟﺑﯾﻊ ﻓرﯾق ﯾﻘوم ھلﺑﯾﻌﯾﮫﻓﯾﮫ؟ ﯾﺑﯾﻌون اﻟذي ﻟﻠﺳوقﻟدﯾﮭم ھلﺧططﺑﯾﻌﯾﮫاﻻﺳﺗراﺗﯾﺟﯾﯾ ﻟﻠﻌﻣﻼءن؟
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Scoring criteria
0 - 50
• Seriously out of touch with modern marketplace realities - your salesforce is a major liability. Urgent action is needed.
Your salesforce is in desperate shape and, if it is delivering at all, cannot be delivering anywhere close to it's potential. Even the
basic sales disciplines are lacking. You really need to do a full assessment on the structure, function and efficiency of your sales
organization. Top management need education urgently.
•اﻟﻣﺳﺎر ﻹﺻﻼح ﻓورﯾﮫ ﻹﺟراءات ﺗﺣﺗﺎج و اﻟﺑﯾﻊ ﻣﺟﺎل ﻓﻲ اﻟﻌﻣﻠﻲ اﻟواﻗﻊ ﻋن ًﺎﺗﻣﺎﻣ ﻣﻧﻔﺻل آﻧت.
•طرﯾﻘﺔ و اﻟﻔرﯾق ﺗﻧظﯾم إﻋﺎدة اﻟﻰ ٍﺔﺑﺣﺎﺟ واﻧت اﻟﻧظﺎم اﻟﻰ ﯾﻔﺗﻘر اﻟﻔرﯾق .اﻟﻣرﺟو اﻟﻣﻌدل ﻣن اﻗل وﻧﺗﺎﺋﺟﮫ ﺳﯾﺊ وﺿﻊ ﻓﻲ ﻟدﯾك اﻟﺑﯾﻊ ﻓرﯾقاﻟﻌ و اﻟﺑﯾﻌﯾﮫ ﻣﮭﺎراﺗﮫ ﻣﺳﺗوى و ﻋﻣﻠﮫ، ﻣﻠﯾﺔ
اﻟﻰ ﺑﺣﺎﺟﮫ اﻧت ﻛذﻟكاﻷھداف ﺗﺣﻘﯾق ﻓﻲ اﻟﺑﯾﻊ إدارة دور ﻣﺎ ﻋن اﻟﻌﻠﯾﺎ اﻹدارة ""ﺗﺛﻘﯾف ﻣن ﻧوعﻟﻠﺷرﻛﺔ اﻻﺳﺗراﺗﯾﺟﯾﺔ و اﻟﻌﺎﻣﺔ
51 - 100
• Your salesforce is seriously dysfunctional and in medical terms, would be in intensive care.
• Top management need to take ownership of the problem and, after appropriate diagnosis, take swift action to install the necessary
corrective action.
•اﻟﻌﺎﺟل و اﻟﺣﺎﺳم ﻟﻠﻌﻼج ﯾﺣﺗﺎج و اﺧﺗﻼل ﺣﺎﻟﺔ ﻓﻲ ﻟدﯾﻛم اﻟﻣﺑﯾﻌﺎت ﻗﺳم
•اﻟﻰ ﻟﻠﻣؤﺳﺳﺔ اﻟﻌﻠﯾﺎ اﻹدارة ﺗﺣﺗﺎجان) دﻗﮫ اﻛﺛر ﺑﺷﻛل ﺑﺣﺛﮭﺎ ﺑﻌد و ،ﻋﮭدﺗﮭﺎ ﻓﻲ ﺗﻌﺗﺑرھﺎ و اﻟﻣﺷﻛﻠﺔ ﻧﺎﺻﯾﺔ ﺗﻣﺗﻠكsales effectiveness reviewاﻟﺧطوات اﻹدارة ﺗﺗﺧذ ان ﯾﺟب (
اﻟﺻﺣﯾﺣﺔ اﻹﺻﻼﺣﯾﺔ
101 - 150
• You probably have a 'traditional' salesforce that is starting to feel the pain caused by a challenging marketplace.
• You have probably tried to move to selling business solutions rather than 'products' and have tried key account management with
limited or no success. However, at heart you are still essentially product oriented and internally focused.
•ﻣن ًﻻﺑد ﻣﺗﻛﺎﻣﻠﺔ ًﻻﺣﻠو ﻟﺗﺑﯾﻊ ﺧطوات اﺗﺧذت ﻋﻠﯾﮫ ﺑﻧﺎء .اﻟﺳوق ﻓﻲ اﻟﻣوﺟودة ﺑﺎﻟﺗﺣدﯾﺎت اﻟﺷﻌور وﻓرﯾﻘك اﻧت ﺑدأت .ﺗﻘﻠﯾدي ﺑﯾﻊ ﻓرﯾق ﻟدﯾكا ﯾﺑدو ﻛذﻟك .ﺑﮫّﻠﻣﻌ ﻣﻧﺗﺟﺎت ﺑﯾﻊﺗطﺑﯾق ﺑدأت ﻧك
ال ﻣن ﻧوعKey Accounts Managementﯾذﻛر ﻧﺟﺎح دون ﻟﻛن و.ًﺎداﺧﻠﯾ ﺗرﻛﯾزك ﻣﺎزال ،ﺑﺎﺧﺗﺻﺎرﻣﻌﻠﺑﮫ ٍتﻣﻧﺗﺟﺎ ﺗﺑﯾﻊ ًةﺷر ﻣﺎزﻟﺗم و اﻟﻌﻣﯾل ﻋﻠﻰ ﻟﯾس و
151 - 200
• You have a well-run sales operation that does the basics quite efficiently. Your team is wrestling with the challenges of shifting to
value-based competition and creating a customer-focused organization.
Some progress has been made, and attempts at key account management are showing some promise.
•اﻟﻧﺟﺎﺣﺎت ﺑﻌض ﯾﺣرز و اﻟﺑﯾﻊ ﺑﺄﺳﺎﺳﯾﺎت ﯾﻘوم ﻓﻌﺎل ﻓرﯾق ﻟدﯾك
•اﻟﺿ ل ّاﻟﺗﺣو ھذا ﺗﺣدﯾﺎت ﯾﻛﺎﻓﺢ ﻣﺎزال اﻟﺑﯾﻊ ﻓرﯾق ﻟﻛن ،بّﻠاﻟﻣﻌ اﻟﻣﻧﺗﺞ ﻣن ًﻻﺑد اﻟﻣﺿﺎﻓﺔ اﻟﻘﯾﻣﺔ ﺑﯾﻊ اﻟﻰ ل ّاﻟﺗﺣو ﻓﻲ اﻟﻧﺟﺎح ﺑﻌض أﺣرزت.روري
201 - 250
• You have made significant progress towards developing a top-class sales force and customer-focused organization. Value-
based sales approaches are now used routinely and you have forged strong business partnerships with selected key accounts.
•ﻓرﯾ ﻟدﯾك ﻟﯾﻛون طرﯾﻘك ﻓﻲ اﻧتﻣﺳﺗوى اﻋﻠﻰ ﻋﻠﻰ ﺑﯾﻊ قﻣﺟﺎل ﻓﻲ ﻧﺟﺎح ﻗﺻص ﻟدﯾك و اﻟﻌﻣﯾل اﺣﺗﯾﺎﺟﺎت ﻋﻠﻰ اﻟﺗرﻛﯾز ﻣنKey Accounts Management