Employee Form

Employee Details Form

Name

Employee ID

Team

Tenure in the Company

Call Type

Reviewer Name

Employee Performance Evaluation

Introduction

1. Was the salesperson professional during the introduction?

Yes No

Comment:

2. Did they clearly state their name, company, and the purpose of the call?

Yes No

Comment:

Product Knowledge

1. Did the salesperson demonstrate thorough knowledge of the product/service?

Yes No

Comment:

2. Were they able to answer the prospect’s questions accurately and confidently?

Yes No

Comment:

3. Did the salesperson effectively identify the prospect’s needs and pain points?

Yes No

Comment:

4. Were they able to align the product/service benefits with the prospect’s requirements?

Yes No

Comment:

Communication Skills

1. Was the salesperson clear and articulate in their communication?

Yes No

Comment:

2. Did they use appropriate language and tone?

Yes No

Comment:

Closing Techniques

1. Did the salesperson use effective closing techniques to secure the sale?

Yes No

Comment:

2. Did they ask for the sale at the appropriate time?

Yes No

Comment:

Rapport Building

1. Did the salesperson build rapport and establish a good relationship with the prospect?

Yes No

Comment:

2. Were they able to create a positive and trustworthy impression?

Yes No

Comment:

Call Control

1. Did the salesperson maintain control of the call without being too aggressive?

Yes No

Comment:

2. Were they able to guide the conversation towards the desired outcome?

Yes No

Comment:

Compliance and Ethics

1. Did the salesperson adhere to the company’s compliance and ethical guidelines?

Yes No

Comment:

2. Were all terms and conditions communicated clearly to the prospect?

Yes No

Comment:

Follow-Up

1. Did the salesperson establish a clear follow-up plan and communicate it to the prospect?

Yes No

Comment:

2. Were next steps agreed upon and documented?

Yes No

Comment:

Professionalism

1. Overall, was the salesperson’s demeanour professional throughout the call?

Yes No

Comment:

2. Did they handle the call with appropriate confidence and competence?

Yes No

Comment:

Customer Feedback

1. Was any feedback or reaction from the prospect noted and addressed appropriately?

Yes No

Comment:

1. Did the salesperson show a willingness to adapt based on the prospect’s feedback?

Yes No

Comment: