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Consultative Selling Survey

75% of buyers expect a consultative sales approach, yet only 38% of salespeople excel at uncovering customer needs.*

The Consultative Selling Survey helps you assess how well your team engages customers, identifies business challenges, and delivers value beyond products and services.

More than just an assessment, CSS is a springboard for discovery—pinpointing strengths, revealing blind spots, and setting the stage for more meaningful customer conversations. It provides a structured way to reflect on current sales practices and opens the door for focused discussions on areas of improvement.

Review your results with us to gain actionable insights and shape a stronger, more customer-centric consultative selling strategy.

*Source: CSO Insights, 2023 Sales Performance Report.

Take the Survey Take the Survey
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The Survey and Data Collection

The purpose of this survey is to obtain an evaluation of your sales team’s current level of performance on ten critical consultative selling skills. For each skill, rate your sales team’s current performance using the scale below.

Significantly below expectations
Somewhat below expectations
At expectations
Somewhat above expectations
Significantly above expectations
N/A

Earning appointments with new prospects by using effective access messages

Quickly establishing rapport with new prospects

Asking questions that uncover the most important business needs and priorities of each customer

Calling on multiple decision makers at appropriate levels within each account

Effectively delivering sales presentations focused on the unique needs of each audience

Significantly below expectations
Somewhat below expectations
At expectations
Somewhat above expectations
Significantly above expectations
N/A

Skillfully adapting own interpersonal style to make others more comfortable

Successfully managing interpersonal relationships in stressful situations

Effectively closing sales by showing customers how their needs can be met with company offerings

Diplomatically completing negotiations where all parties sense they have gained a benefit

Supporting the customer after the sale by efficiently solving customer problem

Enter Survey
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