What is the Sales Desk Evaluation Program? The Sales Desk Evaluation Program is an objective third party evaluation of the sales support being provided by a sales desk. Randomly sampled interactions with financial advisors are evaluated according to detailed criteria developed over 30 years specifically for the financial services sector.
Program participants are provided with industry/audience specific benchmarks as well as the tools to prioritize and improve sales support. Those firms attaining a high rating over the course of a year receive public recognition in the form of a Dalbar Sales Support Award, the gold standard for financial services sales desks.
What are the Benefits of Sales Desk Evaluation participation?
- An independent, expert third party evaluation of sales support
- Highlights strengths
- Identifies weaknesses and details actions for improvement
- Provides insight on competitor sales support
- Supports the training and coaching of internals
- Provides a framework for internal management
- Provides a basis for incentive compensation for sales support
- Public recognition for industry leading performers
What does the Sales Desk Evaluation Program include?
- A monthly Performance Overview Report including rankings
- A monthly Call Detail Report detailing each interaction evaluated
- Up to 2 hours of analysis by Dalbar’s Client Service Team each month
- Recordings of the calls evaluated during that period
- Participation at Dalbar’s Annual SQM Summit
- Public recognition in the form of:
- Dalbar’s Sales Support Award (if specific benchmarks are exceeded)
- Key Honors Award (if specific benchmarks are met)
What is the Cost to participate? Participation in Sales Desk Evaluation Program costs $52,500 annually.