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Sales and Marketing Assessments

Diagnose what is limiting sales performance, benchmark what matters, and decide what to improve next.

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If sales results are inconsistent, below expectations, or difficult to improve, the problem is often not effort. It is diagnosis.

Our sales and marketing assessments help you identify capability gaps, management weaknesses, process issues, and organisational barriers that hold back performance. Use them to understand where improvement is needed, what should be prioritised, and what action is likely to produce the greatest return.

Start with a conversation about your situation:

Book a Diagnostic Call

When should you use an assessment?

Assessment is useful when you need clearer answers to questions like these:

  • Why are sales results below expectations?
  • Why do some salespeople perform strongly while others struggle?
  • Are sales managers setting the right expectations, coaching effectively, and leading improvement?
  • Are weaknesses caused by skills, habits, planning, management, or the wider organisation?
  • Are sales and marketing working together as effectively as they should?
  • What should we improve first to gain the fastest commercial impact?

Use our assessments to reveal blind spots, compare current practices with best practice, and create a more informed plan for improvement.

Our recommended starting point: Sales Performance Diagnostic

Most visitors to this page need a reliable way to work out what is helping performance, what is hurting it, and what to do next.

A Sales Performance Diagnostic can combine the most relevant elements from our assessment tools to evaluate:

  • sales capability and habits
  • sales management effectiveness
  • sales and marketing alignment
  • organisational enablers and obstacles
  • training, coaching, and development priorities

Outcome: a clearer view of gaps, priorities, and opportunities for improvement, with recommendations shaped around your circumstances.

Discuss a Diagnostic

Choose the right route

1. Self-assessment

Use one of our assessment tools to benchmark an individual, a team, or a specific issue.

This is suitable when you already know the area you want to examine.

2. Guided diagnostic

We help you choose and interpret the right assessments, then turn the findings into practical recommendations.

This is the best option when the problem is important, but the root cause is unclear.

3. Full review or consulting support

For broader performance issues, we can review plans, practices, management, alignment, capability, and implementation.

This is suitable when you need diagnosis, recommendations, and support with change implementation.

What can we assess?

Sales competencies

Assess the knowledge, capabilities, and habits that influence sales performance. Useful for development, appraisal, selection, and benchmarking against a competence model. We have defined scoring and grading models to augment self-assessment. They ensure consistency, increase objectivity, and expand their usefulness. This page offers supplementary grading and validation options.

Sales opportunity qualification

Evaluate how well opportunities are qualified and whether effort is being invested in the right deals.

Sales manager skills

Benchmark the management behaviours that most directly affect sales results, including leadership, coaching, judgement, planning, and performance management.

Business assessment tools

Review the wider organisational factors that support or undermine sales performance, including structure, resources, practices, and operating assumptions.

Sales and marketing effectiveness

Identify gaps between intention and implementation across sales, marketing, lead generation, and related activities. Ideal when commercial performance should be better than it is.

Bespoke assessments

Design or adapt assessments around your own competence models, processes, standards, and best practices.

What assessment helps you achieve

  • Reveal overlooked improvement opportunities
  • Benchmark current performance and practices
  • Improve selection and reduce hiring mistakes
  • Identify training, coaching, and development needs
  • Clarify expectations for individuals and teams
  • Support appraisals with more objective criteria
  • Improve planning, prioritisation, and management decisions
  • Create a stronger basis for performance improvement initiatives

Why use SalesSense?

Our approach is practical rather than psychometric. We focus on the real knowledge, behaviours, habits, management practices, and commercial conditions that influence results.

That makes our assessments easier to apply, easier to adapt, and easier to use as the basis for action.

If you have already defined what good looks like in your business, we can align an assessment with your standards. If you have not, we can help you define a stronger benchmark first.

Typical reasons clients use these assessments

  • Sales growth has stalled
  • Performance varies too much between individuals or teams
  • New hires are inconsistent in quality
  • Sales managers need development
  • Training needs are unclear
  • Sales and marketing are not aligned
  • Leaders want an independent view of performance barriers
  • A business wants a stronger basis for change, coaching, or enablement

Not sure which assessment is right?

You do not need to decide alone. Tell us what results you want to improve, what concerns you, and what you have already tried. We will help you choose the most suitable starting point.

Book a Diagnostic Call

Or contact us here to describe your situation.

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