Sales Representative Criteria

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Prepared by: [Your Name]
Date: January 6, 2050

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Introduction

This template is designed to evaluate candidates for Sales Representative positions. It covers key criteria for assessing both sales and interpersonal skills, ensuring a comprehensive evaluation of each candidate's suitability for the role.

Purpose

The purpose of this template is to provide a structured approach to assessing Sales Representatives, enabling consistent and objective evaluations across different candidates. The criteria outlined will help in determining the strengths and areas for improvement of each candidate.

Scope

This evaluation template applies to Sales Representatives at various levels, including entry-level, mid-level, and senior roles. It can be adapted to focus on specific industries or sales strategies based on the job description.

Criteria

Description	Weight	Comments	Rating
Sales Skills	30%	Proven track record of meeting or exceeding sales targets.
Communication Skills	20%	Excellent verbal and written communication skills.
Negotiation Skills	20%	Ability to negotiate effectively and close deals.
Customer Service	15%	Commitment to providing outstanding customer service.
Product Knowledge	10%	In-depth understanding of products or services.
Technical Skills	5%	Proficiency in CRM software and Microsoft Office Suite.

Rating Scale

• 1-2: Below Expectations

• 3-4: Meets Some Expectations

• 5-6: Meets Most Expectations

• 7-8: Exceeds Expectations

• 9-10: Far Exceeds Expectations

Evaluation Process

• Sales Skills: Evaluate the candidate's achievements and sales performance metrics to gauge their ability to meet or exceed sales targets.

• Communication Skills: Assess the candidate’s communication abilities during interviews and through written samples to ensure they can effectively engage with clients.

• Negotiation Skills: Rate the candidate’s negotiation capabilities through role-play scenarios or review their past performance in closing deals.

• Customer Service: Review feedback from previous employers or clients to determine the candidate’s commitment to providing excellent customer service.

• Product Knowledge: Verify the candidate’s understanding of the company’s products or services through knowledge tests or in-depth discussions.

• Technical Skills: Check for proficiency in CRM software and Microsoft Office Suite by reviewing technical skills and relevant certifications.

  Criteria Templates @ Template.net