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. |
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. |
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. |
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. |
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. |
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]
Templates
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