Skills in context
Explore customer approach, value and objections alongside CRM, collaboration and manager support.
AI Team Assessment
Know what your team needs to learn first
Employees take an interview with Sandy. You receive a skills map, differences across the team and development priorities. Understand sales skills alongside the processes that shape everyday work.
AI Team Assessment
ContactNeedsObjections Participant 1
Participant 2
Participant 3
StrengthDevelopment priority
Illustrative result
Team patterns and individual needs
Compare competencies and identify strong practices the team can share.
Clear action priorities
Decide where practice, manager support or a process change is needed.
AI Team Assessment
When it helps
Before training
Choose shared learning themes and individual development needs.
In B2B and retail
Explore deal management and negotiation, or product advice, selection and cross-selling.
Customer approachCommunicationObjectionsWork processesCRM and metricsManager support
Products
How it works
- 01
Define the goal
Select assessment themes that fit the team’s work.
- 02
Employees respond
Sandy, a voiced avatar, asks questions. People answer in their own words.
- 03
Build the picture
Responses form a profile of skills, strengths and development needs.
- 04
Choose actions
Use the report to plan training, practice and changes at work.
AI Team Assessment
Two assessment formats: B2B and retail
Questions and work situations reflect how your team sells.
B2B: needs, value and deals
Explore customer needs, opportunity qualification, value selling, objections and deal management. Additional themes cover cross-team collaboration, CRM, data, KPIs and manager support.
Retail: from first contact to purchase
Explore needs discovery, product knowledge, solution selection, closing and cross-selling. Practical tasks include an unclear customer request, comparison with a cheaper offer and selecting a solution for professional use.
Question counts and timings refer to the baseline formats. Assessment content is agreed around your team’s goal.
AI Team Assessment
Turn observations into actions with a timeframe
The report helps choose an intervention that addresses the source of the difficulty.
Practise a skill
If an employee struggles to explore customer needs, choose a practice topic and an indicator for discussing progress.
Support people or change a process
If guidance, cross-team collaboration or working conditions are getting in the way, include relevant changes and manager support in the plan.
A plan grounded in the responses
Priorities, timeframes and indicators connect to the findings. Depending on the goal, the report includes charts, a competency map and a calendar view of the plan. Limitations in the original responses inform interpretation.
What you receive
See how the result comes together
- A management summary and participant-by-skill matrix.
- Participant comparisons, strengths and development areas.
- An action plan with priorities and progress indicators.
The matrix highlights shared learning themes and individual needs. Open the sample report for a detailed walkthrough.
View sample reportAI Team Assessment
ContactNeedsObjections Participant 1
Participant 2
Participant 3
StrengthDevelopment priority
Illustrative result
FAQ
Questions & answers
We already know our team. What does this add?
Interviews complement manager observations with responses collected through a common structure, making different approaches easier to discuss.
Does it fit our sales context?
B2B and retail use different work situations, from deal qualification and value selling to product selection and in-store conversations.
What happens after the report?
Choose development priorities, discuss them with employees and reinforce the relevant skills through practice.
In your team’s language
English, Russian, German, French and Spanish. The website and tools are available in five languages.
Start by understanding your team
Discuss your sales context and see how an assessment helps identify the next development step.