Table of Contents
What is Sales Assessment?
Creating Risk Assessment using Zomentum Templates
Creating Customer Risk Matrix
Creating the Ultimate Risk Assessment Report
What is Sales Assessment?
Sales assessment helps MSP’s to Identify and evaluate hazards and risk factors that have the potential to cause harm to their customers. Performing an assessment can provide a detailed analysis of how to control these risks. The process that needs to be followed to resolve the issue is :
Identify the risk universe
Determine the risk criteria
Assess the risks and prioritize
Suggest recommendations to fix the issues (Provided by the Sales Team)
Creating a Sales Assessment with Zomentum
The Sales Assessment Report in Zomentum consists of three components that will help your customers have a detailed understanding of the potential risk and how they can be mitigated.
To start off, you might refer to our Sales Assessment Template or else you could start with a 'New Document' and add the necessary blocks.
Navigate to the ‘Documents’ module from the left-hand menu
Click on Add Documents and select the document type as Sales Assessment
Select the ‘Sales Assessment Report’ Template under the ‘Global Templates’ section or choose your own template if you already have one uploaded.
Step1: Risk Identification Matrix – the process of detecting, categorising, and characterizing issues faced by customers along with the recommendations. The 3*3 matrix template helps customers to prioritize the issues identified.
Adding a Category/Issue in Risk Matrix: Add New > edit the issue characteristics > Save Issue
Title: add the title of the Issue, as you want it to appear in the Risk Report
Category: helps to categorise issues by various types such as Infrastructure, Disaster Management, Security, managed service etc.
Severity (Impact): scale the degree of consequence that could be faced by the customer if the issue is not resolved. (Severity: Acceptable, Tolerable, Intolerable)
Likelihood (the level of possibility): helps the MSP’s to scale the probability of the risks and consequences that the customer might have to face if the issue is unresolved. (Unlikely, Possible, Highly Likely)
Description: a user can drill down on the details by describing the issue for the customer.
Recommendation: suggest a suitable solution to the issues described in the description. This will help your clients to make better decisions regarding the issues faced by them.
Step 2: Risk Score - Show the seriousness of the risk that the customer is facing on a scale of 100.
The Risk score is a calculated number (score) that reflects the severity of a risk due to some factors. Typically, the project risk scores are calculated by multiplying likelihood and severity, though other factors such as weighting may also be part of the calculation.
Weight Score of each cell **= Weightage for each cell in matrix * Number of issues in each cell (on a scale of 100)
The Risk Scoring Method: An MSP who wants to rate the risk of their users, will find this Risk assessment matrix as a tool to create a score on the basis of weightage and number of issues in the cells.
Risk Assessment Matrix (based on sample use-case)
Step 3: Risk Details - The best way to help your customers win against these risks is to walk them through your recommendation for each potential risk they might face. This can be found in the ‘Risk Details’ section.
Once the Assessment matrix and Risk Details are created, the next step is to recommend products and services to your client to mitigate the high-risk concerns.
For example, you can drag and drop the ‘Quote-Block’ to add products against some of the recommendations for the issues mentioned in the report.
Click here to learn more about Blocks in Zomentum.
Editing your Risk Assessment Matrix from Document Builder
The ‘Assessment’ tab on the right-hand side of the document builder will give you the ability to edit the category and issues logged in the Sales Assessment report.