Free Sales Team Format Evaluation Checklist Template

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Free Sales Team Format Evaluation Checklist Template

Sales Team Format Evaluation Checklist


1. Sales Performance

Task

Completed (✓)

Sales targets and quotas are consistently met or exceeded.

The sales team generates new business opportunities regularly.

Sales representatives achieve individual sales goals.

Sales performance is tracked and reported regularly.


2. Customer Relationships

Task

Completed (✓)

The sales team builds and maintains strong relationships with clients.

Sales representatives actively listen to customer needs and concerns.

The sales team follows up with customers regularly after the sale.

Customer satisfaction and feedback are incorporated into the sales strategy.


3. Sales Strategy and Process

Task

Completed (✓)

The sales process is clearly defined and followed by the team.

Sales strategies are aligned with business goals and objectives.

The sales team utilizes a structured approach for lead generation.

The sales team regularly reviews and adapts sales strategies based on market trends.


4. Product Knowledge and Training

Task

Completed (✓)

The sales team possesses thorough knowledge of the products/services offered.

Regular product training and updates are provided to the sales team.

Sales team members demonstrate the ability to effectively present products.

Sales representatives are knowledgeable about competitive products and industry trends.


5. Communication and Collaboration

Task

Completed (✓)

The sales team communicates effectively with other departments (e.g., marketing, and customer service).

The sales team shares valuable customer insights with relevant teams.

Team members collaborate to close sales and share best practices.

Sales leadership maintains open and transparent communication with the team.


6. Sales Reporting and Analytics

Task

Completed (✓)

The sales team regularly tracks and reports on sales performance.

Key sales metrics (e.g., conversion rate, average deal size) are tracked.

Sales data is analyzed to identify trends and improve future sales efforts.

Sales reports are shared and discussed with the team for performance review.


Overall Sales Team Evaluation:

  • Exceeds Expectations

  • Meets Expectations

  • Below Expectations

  • Needs Improvement


Additional Comments:
[Insert any additional feedback, observations, or suggestions for improvement.]


Evaluator Name: [Your Name]
[Date Signed]

Sales Team Leader Name: [Team Leader Name]
[Date Signed]


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