|
This service provides an independent assessment looking for things you are doing right and areas in which improvements may be made.
What are the advantages to my organisation?
- Access to qualified and experienced sales and customer service management professionals, typically with 20+ years of experience.
- Confirmation of the areas where you are doing things right.
- Access to services which can implement changes to maximum effectiveness.
- A service specifically designed to help small to medium size businesses get the most from their sales and customer service teams and processes.
- FREE service with no further obligation
What Is Included?
The EBS Sales Team Performance Audit provides an invaluable independent assessment of your sales process. In order that we can provide the best service and most comprehensive assessment and recommendations we include the following:
- Initial one-to-one meeting – this is an informal discussion to gain an understanding of the current processes and those involved and for you to address any specific areas of concern. After the meeting EBS will be able to fully assess the extent of work that may be needed and the costs involved.
- Review of the current processes – management of the sales funnel, receipt of enquiry through to post delivery service, data recording, CRM systems, and inter-action between teams.
- Review of the key Management Process – covering planning, goal setting, target setting, progress monitoring, use of ‘CRM’ systems, and so on.
- Review of Field Sales Operations – covering objectives, goal setting, achievements, strengths and weaknesses, discussions with the teams, customer visits, etc.
- Review of Customer Service Operations – discussions with them, how they relate directly with the field sales team, the market place and operations, how data is recorded.
- Post Sales Customer Care - how customer ‘accounts’ are managed and by whom.
- Detailed Report – strengths and weaknesses, specific recommendations.
What Does It Cost?
The EBS Sales and Customer Service Effectiveness Assessment services are delivered completely FREE even though it takes our consultant at least eight working hours to research, write and deliver each of the reports.
Download Factsheet | Sales Effectiveness Assessment | Customer Service Effectiveness Assessment
|
