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Evaluation sheets for sales teams

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Hi there,

Does anyone have examples or templates for evaluation sheets to be used to summarise information captured from monitoring sheets.

It seems like a simple task, but I’m unsure how to quantify and represent information such as, does the agent up/cross sell and how often, sales methods used, customer service etc.

I can provide a copy of the monitoring sheet used if this helps.

Thanks for any help or advice guys
Adam Slack

Hi there,

Does anyone have examples or templates for evaluation sheets to be used to summarise information captured from monitoring sheets.

It seems like a simple task, but I'm unsure how to quantify and represent information such as, does the agent up/cross sell and how often, sales methods used, customer service etc.

I can provide a copy of the monitoring sheet used if this helps.

Thanks for any help or advice guys
Adam Slack

2 Responses

  1. Sales Teams
    Adam,
    Are you talking about Field Sales teams or sales teams working on phones in a call centre?
    If it is Sales Teams then I have some forms that might be useful.
    many thanks

  2. I have some evaluation sheets for sales teams
    Adam

    Please Email me and I can forward you a form that can be adapted for your organisation

    Best Regards
    Trevor