Management Survey
Management Sales Training Goals
Sections 1-7
We are pleased to provide this management survey for you. It will help us determine your goals and needs. The survey has 7 parts. It is a summary of
the areas you might like to address. However, we are prepared to discuss other areas that might not be addressed by the survey.

There are check marks at the beginning of each statement.  Please check the significant areas you feel need immediate attention and are of the
highest priority to you.  Our Advanced Sales Boot Camp™ is a well structure format and covers the sales process from beginning to end. However,
there could be areas that you feel would be beneficial to place more emphasis on. We are happy to address these areas when we speak.

Again, thank you for your interest,

Brian K Doherty
President
PART 1: WHAT AREAS CONCERN YOU THE MOST?
In other words, what gives you acid indigestion and needs attention first? If you
had a magic wand what changes would you make? Mark all that apply.
Building loyal customers (Stop the lose of quality customers)
Getting more business from existing customers (Stop wearing blinders see the forest)
Lead generation and follow up (prospecting with skill)
Selling value not price (developing value)
Better communication internally and externally
PART 2: What sales skills or people skills would you like your sales force to develop.

This section is important if we are to help you elevate your sales organization to the level of professionalism you desire. Please select the
most significant items (in other words those areas needing immediate attention.)
PART 2: Sales Skills You Would Like To See Improved
Listen first to uncover needs
Develop proper questioning technique
Learn to relish objections and when to handle them
How to turn needs into action
Understand where they are in the sales process. (What part of the buying cycle?)
Finding the key decision makers (identify the characteristics and role of each person
involved)
Research the customer and understand their market
Know when to bring in the team
Explain who we are and what we do in 30 seconds or less.
Never leave a meeting without getting some kind of commitment
Differentiate our value from the competition
All of the Above
PART 3: Organizational Skills
Manage their territory with more efficiency
Set clear objectives for their territory
Set realistic objectives for each major account
Clearly identify the major players at each account and their role in the sales process
Accept responsibility
Communicate better to management and to the customer
All of the Above
PART 4: Your Organization and Your Role
You are, CEO, President, Owner
You are VP Sales, National Sales Manager
You are Sales Manager with Responsibility  for Supervision of Sales People
You are Training Manager
You are a Sales Person
You are a Customer Service Manager
You are a Technical Support Individual or Manager
PART 5: What Industry Are You In?
Machine Tool Manufacturing
Special Machine Manufacturing
Industrial Closed and Open Loop Controls
Engineering Design and Consulting for Automation
Consulting
Distributor of Industrial Products
Manufacture Rep. Organization
PART 6: How Do You Go To Market?
We Use Distributors
We Sell Through Manufacture Rep. Firms
We Sell Direct Business to Business
We Use a Combination of All of the above
Our Direct Sales People Are on Their Own
We use a Team Approach in Most Sales situations
We Have a Regional Sales Organization
PART 7: How Large Is Your Sales Organization Including Sales Support Personal?
1-5
6-10
11-15
16-20
21-25
26-50
51-100
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