How it works

After signing up for an account the process to conduct surveys over time involve:

  • Adding users
  • Starting the survey
  • Viewing and analyzing the results
  • Establishing action plans
  • Tracking your performance over time

Add users

Users include both survey participants and those who should only view the results.

Import from Excel

The simplest way to add a list of users is to import through Excel using a standard template which captures names, email, language preference, the team structure (for breakdown of results), and type of user (survey participant or not).

Example: Excel import file with a team structure including business_area and region.

Manage individually

After import - or from the outset - users can also be managed individually (added, edited, deleted):

It is encouraged that all users – survey participants and other users – all are given access to the application through individual user accounts, however, it is up to your designated application administrator to manage assignment of user accounts. Note: If your organization uses Microsoft Azure Active Directory (AD), SOS can be configured to authenticate directly with it.

Start the survey

Select participants

Based on the persons you have imported or have in the database, you select which persons should participate in this survey.

Set dates

When you create a new survey you set the start, end, and publishing dates of the survey:

The default period for running the survey is two weeks, but you can easily change this (in the example above it is set to 12 days).

Reminders and response rates

SOS will automatically send out reminders to those not having completed their surveys according to a predefined schedule. You can easily follow the response rates during the survey.

The purpose of the survey is to get candid feedback on how you work on a sales team level. For integrity reasons, the responses from individual sales persons are therefore masked.

View and analyze the results

Once the survey is closed, the results are generated. Now you can see how well your organization performs in the nine performance areas of the SOS model.

Here you can view the results from the entire organization, as well as drilling down to each individual sales team. For every level you drill down, you will get an executive summary with results and suggestions on how to improve.

You can easily compare your results with others:

  • The SOS benchmarking database, where hundreds of sales organizations exist anonymously.

  • Internally, between the sales team in your organization

In addition you can view the open comments the sales people have given (anonymously) under each performance area , as well as the current activity levels of the sales teams.

Analysis examples

Example 1: Summary analysis

Example 2: Single dimension

Example 3: Individual question

Establish action plans

When each sales team has reflected on how they work, they should decide on what to do, and put it into practice. This action plan could be stored and managed in the application, or separately.

Track your performance over time

After some months you can do a new survey, and check if you have improved. You can run as many surveys you want to during the subscription period.