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  • Sales Team Member Evaluation 1

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    alexteglia
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    This document contains a performance evaluation form for rating an agent across various knowledge areas and skills. The form includes sections to rate the agent's technical skills, basic sales skills, motivation/achievement, account management abilities, work strengths, interpersonal strengths, areas for improvement, and an action plan. Ratings are on a scale of 1 to 5, with 1 being very proficient and 5 being no skill or knowledge. The supervisor and agent both sign off on the completed evaluation.

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    This document contains a performance evaluation form for rating an agent across various knowledge areas and skills. The form includes sections to rate the agent's technical skills, basic sales skills, motivation/achievement, account management abilities, work strengths, interpersonal strengths, areas for improvement, and an action plan. Ratings are on a scale of 1 to 5, with 1 being very proficient and 5 being no skill or knowledge. The supervisor and agent both sign off on the completed evaluation.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views1 page

    Sales Team Member Evaluation 1

    Uploaded by

    alexteglia
    This document contains a performance evaluation form for rating an agent across various knowledge areas and skills. The form includes sections to rate the agent's technical skills, basic sales skills, motivation/achievement, account management abilities, work strengths, interpersonal strengths, areas for improvement, and an action plan. Ratings are on a scale of 1 to 5, with 1 being very proficient and 5 being no skill or knowledge. The supervisor and agent both sign off on the completed evaluation.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Scheda valuatazione agenti

    Nome e Cognome Area di responsabilit: Data di verifica: 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 Aree di consocenza 1. Tecniche 1a. Account management 1b. Certification #1 1c. Certification #2 1d. Technical skill #1 1e. Technical skill #2 1f. Technical skill #3 1g. Technical skill #4 1h. Other: 2. Basic Sales Skills 2a. Cold calling 2b. Following up on opportunities 2c. Customer service/inside sales 2d. Sales closing 2e. Negotiation skills 2f. Account/territory/category planning 2g. Presentation skills 3. Motivation and Achievement 3a. Ability to hit goals 3b. Self-motivation 3c. Aggressiveness with competitors 3d. Resourcefulness 3e. High sales 3f. Consistent performance Punteggio Knowledge Area 4. Account Management 4a. Executive presentations 4b. Customer relationships 4c. Customer communication 4d. Customer meetings 4e. Customer business plans 4f. Customer quarterly reviews 4g. Customer file maintenance 4h. Account directory 4i. Monthly/annual operations reports 4j. Dispute reconciliation 4k. Account analysis 4l. Proposal generation 5. Work Strengths 5a. Planning 5b. Overall initiative 5c. Team player 5d. Managerial ability 6. Interpersonal Strengths 6a. Assertiveness 6b. Personal diplomacy 6c. Extroversion 6d. Cooperativeness 6e. Relaxed style 6f. Patience 6g. Self-confidence Areas for improvement: <List skills required for personal development and career advancement.> Score

    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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