Sales Tool Evaluation Template
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Sales Tool Evaluation

Tool Information

Sales Tool Name:

[Product Name]

Vendor/Provider:

General Information

  1. User-Friendliness:

How would you rate the overall user-friendliness of the tool? (1-5, with 5 being very user-friendly) and explain your answer.

I would give it a 5.

  1. Integration:

Does the tool integrate seamlessly with existing systems and software? (Yes/No). If yes, please specify the integrations:

  1. Accessibility:

Is the tool accessible on multiple devices (desktop, mobile, tablet)? 

  • Yes

  • No

  1. Training and Support:

Rate the quality of training and support provided by the vendor. (1-5, with 5 being excellent)

Features

  1. Lead Management:

How effective is the tool in managing and organizing leads? (1-5, with 5 being very effective) 

  1. Contact Management:

Evaluate the tool's ability to manage and organize contacts. (1-5, with 5 being very effective)

  1. Opportunity Tracking:

How well does the tool track and manage sales opportunities? (1-5, with 5 being very well)

  1. Reporting and Analytics:

Rate the reporting and analytics features of the tool. (1-5, with 5 being very comprehensive)

Performance

  1. Speed and Reliability:

How would you rate the speed and reliability of the tool? (1-5, with 5 being very fast and reliable)

  1. Scalability:

Can the tool scale with the growing needs of the sales team? (Yes/No)

  • Yes

  • No

Security

  1. Data Security:

Evaluate the tool's security measures for protecting sensitive sales data. (1-5, with 5 being very secure)

  1. User Permissions:

How well does the tool manage user permissions and access control? (1-5, with 5 being very effective)

Cost and ROI

  1. Cost Effectiveness:

Rate the tool in terms of cost-effectiveness. (1-5, with 5 being very cost-effective)

  1. Return on Investment (ROI):

Have you seen a measurable ROI since implementing the tool? (Yes/No)

If yes, please provide details: 

Overall Satisfaction

  1. Overall Satisfaction:

On a scale of 1-5, how satisfied are you with the overall performance of the sales tool?

  1. Recommendation:

Would you recommend this tool to other sales teams? (Yes/No)

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