Sales Process Audit

Closed
CSS Office Solutions Inc.
Calgary, Alberta, Canada
Jaclyn Reid
Vice President & CEO
3
Preferred learners
  • Anywhere
  • Academic experience
Categories
Product or service launch Sales strategy
Skills
sales process sales prospecting sales
Project scope
What is the main goal for this project?

We want you to investigate our sales funnel to help us understand why prospects are falling off and what changes we should make to increase sales and overall conversion rates.

You will have access to our President who oversees our Account Manager(s) and sales activities to collect and discuss information. We'll also provide all current sales collateral for review, and supply high level data, but not individual account information.

What tasks will learners need to complete to achieve the project goal?

The final project deliverable is a 10-page written report detailing our current sales process and your recommended changes.

The report should include:

  1. A visual graphic of current sales process, that's relatively easy to understand for all our depts.
  2. Current touch-points between prospect & sales team.
  3. Current sales collateral that is exchanged.
  4. Drop-off rates between each sales stage and any patterns identified.
  5. Overall recommendations for improvement.
About the company
  • https://www.cssoffice.com
  • 11 - 50 employees
  • Sales, Business services, Transport, trucking & railroad, Construction, engineering & trades

CSS Office Solutions Inc. is an office furniture service and product company that’s been offering services in Calgary and the surrounding areas since 1984.
We consider ourselves office furniture experts in every way and truly understand the importance of office services in all workplaces! When we say we handle everything to do with office furniture, we really mean it; we move it, we install it, we store it, we modify and repair it, we supply and deliver it – and so much more! CSS is appropriately known as your one-stop shop for all things office furniture related - The Ultimate in Everything Office!