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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:
Action plan:
Supervisor/Manager Date Team Member Date
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