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Sales team member evaluation
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Sales Team Member Evaluation,,,,,,, Team Member Name:,,,,,,, Supervisor Name:,,,,,,, Date of Review:,,,,,,, ,,,,,,, Ratings: 1 = Very proficient: expert or certified 2 = Good: skilled or knowledgeable but not expert or certified 3 = Average: has some skill or knowledge 4 = Below average: has a little skill or knowledge 5 = No skill or knowledge in this area NA = Not applicable,,,,,,, ,,,,,,, Knowledge Area,Score,,Knowledge Area,Score,,, 1. Technical,,,4. Account Management,,,, 1a. Account management,,,4a. Executive presentations,,,, 1b. Certification #1,,,4b. Customer relationships,,,, 1c. Certification #2,,,4c. Customer communication,,,, 1d. Technical skill #1,,,4d. Customer meetings,,,, 1e. Technical skill #2,,,4e. Customer business plans,,,, 1f. Technical skill #3,,,4f. Customer quarterly reviews,,,, 1g. Technical skill #4,,,4g. Customer file maintenance,,,, 1h. Other:,,,4h. Account directory,,,, 2. Basic Sales Skills,,,4i. Monthly/annual operations reports,,,, 2a. Cold calling,,,4j. Dispute reconciliation,,,, 2b. Following up on opportunities ,,,4k. Account analysis,,,, 2c. Customer service/inside sales,,,4l. Proposal generation,,,, 2d. Sales closing,,,5. Work Strengths,,,, 2e. Negotiation skills,,,5a. Planning,,,, 2f. Account/territory/category planning,,,5b. Overall initiative,,,, 2g. Presentation skills,,,5c. Team player,,,, 3. Motivation and Achievement,,,5d. Managerial ability,,,, 3a. Ability to hit goals,,,6. Interpersonal Strengths,,,, 3b. Self-motivation,,,6a. Assertiveness,,,, 3c. Aggressiveness with competitors,,,6b. Personal diplomacy,,,, 3d. Resourcefulness,,,6c. Extroversion,,,, 3e. High sales ,,,6d. Cooperativeness,,,, 3f. Consistent performance,,,6e. Relaxed style,,,, ,,,6f. Patience,,,, ,,,6g. Self-confidence,,,, ,,,,,,, Areas for improvement: <List skills required for personal development and career advancement.>,,,,,,, ,,,,,,, ,,,,,,, ,,,,,,, ,,,,,,, Action plan: <List actions required to increase competency or develop new skills. Establish a time frame for these actions.>,,,,,,, ,,,,,,, ,,,,,,, ,,,,,,, ,,,,,,, ,,,,,,, Supervisor/Manager,Date,,Team Member,Date,,, ,,,,,,,
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