The Umbrex Sales Operations Diagnostic Guide is a comprehensive guide for conducting a diagnostic of a company’s sales operations.
The guide includes:
- Data Requests: Information to gather before starting the diagnostic
- Diagnostic Checklists: Five checklists to make sure you cover everything
- Interview Guides: Questions to ask front line sales reps, managers, and heads of sales and marketing
- Scorecards: Scorecards for rating 20 aspects of sales operations
Request the Umbrex Sales Operations Diagnostic Guide
The Sales Operations Diagnostic Guide includes:
Introduction
Section 1: Data Request
Section 2: Diagnostic Checklists
- Sales Strategy
- Sales Team
- Customers
- Market Landscape
- Technology & Legal
Section 3: Interview Guides
- Front-Line Sales Reps/Account
- Executives
- Sales Managers
- Chief Revenue Officer/Head of Sales
- Head of Marketing
- Head of Sales Operations
Section 4: Scorecards
- SALES STRATEGY:
- Sales Strategy & Process
- Sales & Marketing Alignment
- Pricing Strategy
- SALES TEAM:
- Sales Team Structure & Alignment
- Sales Territory Assignment
- Sales Training & Development
- Sales Compensation & Incentives
- Sales Performance Metrics
- Global Sales Operations
- CUSTOMERS:
- Lead Management
- Customer Segmentation
- Customer Relationship Management (CRM)
- Customer Experience & Journey
- Account Management
- MARKET LANDSCAPE:
- Market Trends & Competitor
- Analysis
- Sales Forecasting
- Sales Channel Optimization
- TECHNOLOGY & LEGAL:
- Data & Analytics
- Technology & Tools
- Legal & Compliance
