5 Ways to Quiz Your Sales Team Members Before They Meet Clients

The ways in which you interact with your sales team have a huge influence on the business overall since these interactions have the potential to either enhance or degrade the performance levels overall. These interactions reveal a great deal about the effectiveness, productivity, as well as motivation levels of a sales team. Aside from one-on-one interactions, quizzes can play a crucial role in engaging the sales team, providing them with a chance to test their skills and analyze their performance levels without a great deal of investment of time, money, or energy. Quizzes are not only highly interactive but also offer measurable results that provide direct insight as to how well the sales team is likely to perform overall. There are several ways to arrange interactive quizzes for your sales team before they meet with the clients. Here are our top 5 picks:

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Traditional Question-and-Answer Session:

Nothing beats one-on-one interaction with your sales team. Asking the right questions can help a manager understand the effectiveness of its sales team while gaining credible insight on aspects like team collaboration and morale. A traditional question-and-answer session can be arranged monthly where the sales team comes in and interacts with the manager. These sessions can be mutually beneficial as they can also provide an opportunity for the sales team members to voice their concerns and issues directly to the manager. Questions can vary depending on the key areas that the manager is concerned about. A few examples include:

  • Asking the sales team about the obstacles they are facing when generating leads;
  • Strategies they think are working and areas that need more investment;
  • Identifying competitors that are doing better and the strategies they are using; and
  • Identifying areas that need improvement.

Quiz Software:

There are several types of quiz software for business available that organizations can utilize to create a personality quiz for their sales team to take. The quiz software should be utilized to make short quizzes that are designed to challenge the intelligence of the sales team. These short quizzes can be made more engaging by offering hints to the sales team with questions that are relevant to their field. Quiz results can be used by the sales team as well as the manager to see how well the sales team is performing. Quiz software offers a great deal of flexibility for business organizations as the quizzes can be easily adjusted and changed to test a variety of skills and target different areas. Furthermore, online quizzes offer more accessibility and freedom to the sales team members to take the quiz wherever or whenever they want. Quiz software for business is also a very cost-effective option as it requires a onetime investment and can be used as many times after this initial investment. Additionally, quiz software and online survey tools save a great deal of time because there are quiz templates and survey templates available that can be utilized easily.


Sometimes traditional methods of conducting a quiz can offer a deeper insight. Questionnaires are a great way to provide the sales team with opportunities to answer open and closed questions. Open- or long-ended questions can often encourage a deeper answer than closed-ended questions that often require a to-the-point answer. Questionnaires should be relevant to the sales team.


Unlike a question-and-answer session where the focus is to gain specific answers to the questions asked, an interview provides a more laid-back approach in interacting with the sales team. The manager can conduct interviews, either solo or in groups, with the sales team and ask open-ended questions. These interview sessions can be easily personalized depending on the individual being interviewed. Interviews also provide a much bigger opportunity to identify problems and learn about the issues and concerns of the sales team. Furthermore, the interview offers the manager the chance to test the ability of the sales team in terms of convincing client to purchase products. Interviews can also be a great tool to determine the skill and ability of the sales team in terms of communicating effectively.

Audio and Visual Quizzes:

To make things a bit more interesting, the sales team can be provided with audio and visual quizzes that are far more engaging than traditional surveys and personality quizzes. These audio and visual quizzes can be scenario-based where the sales team members are provided with a problem or issue that they have to solve or offer solutions to. Online quiz software for businesses can be used for this purpose as well because they offer a very flexible functionality in terms of personalizing the quiz to each individual employee.

Quizzing your sales team before letting them meet with the clients can be an effective way to analyze where the team stands and how effective the team is in terms of generating leads. It can help managers identify areas of improvement and offer personalized training and skill development courses via training software to encourage growth and improvement.

Angela White is an ed-tech enthusiast with a passion for writing for the consumer market in the areas of product research and marketing using quizzes and surveys. Having a knack for writing and an editorial mind-set, she is an expert researcher at a brand that’s known for creating delightfully smart tools such as ProProfs Quiz Maker