Fusion Performance Group has a comprehensive program that systematically evaluates all aspects of sales operations. We conduct individual sales consultant evaluations as well as management personnel, and sales process assessments. Our assessment tool quantifies performance against best practices and the final report includes gap analysis and detailed recommendations. We get commitment from all Executive Management to champion the changes that are required to create a true sale and service culture.

After meeting with the Executive team to discuss the gap analysis, and corporate goals, we work out a training plan that clearly outlines the expected new behaviours when dealing with clients. We then work with our clients to incorporate service expectations into the job profiles.

The assessment is highly customized to the financial institution's priorities. However, a typical structure of the assessment would involve:

Personnel Assessments

• * Working with job profiles to align them with the goals of proactive sales culture
• * Sales skill assessments
• * Personality profiling

Sales Processes Assessment

• * Analysis of selection and hiring processes
• * Analysis of sales functions relative to different roles and positions
• * Making sure the compensation packages(incentives and rewards) encourage the correct behaviours
• * Analysis of performance data, targets and goal setting processes

Management Personnel Assessment

• * Executive support and commitment
• * Coaching structure and accountability mapping
• * Strategic analysis of sales processes
• * Coaching analysis

Contact us today about whether or not a Strategic Analysis is right for you.