Sales call evaluation form

Sales call evaluation form is used by sales managers to assess the performance of a salesperson during a sales call. The form can be used to identify areas of improvement for the salesperson, and to track the progress of the salesperson over time.

Time to complete

1 minute

Eligibility

The call evaluation form is to be filled out by the person who is on the other side of the phone during the sales call. This form can also be filled out by an observer who is present in the room during the sales call.

Not the Template you are looking for?
Request new template
Not the Template you are looking for?
Request new template

Questions for Sales call evaluation form

1.

How did the salesperson make you feel?

The answer should be a text input.
2.

Was the salesperson knowledgeable about the product or service?

The answer should be a single choice:
  1. Yes
  2. No
3.

Did the salesperson answer your questions satisfactorily?

The answer should be a single choice:
  1. Yes
  2. No
4.

Was the salesperson pushy or aggressive?

The answer should be a single choice:
  1. Yes
  2. No
5.

Did the salesperson try to pressure you into buying the product or service?

The answer should be a single choice:
  1. Yes
  2. No
6.

Did the salesperson offer a good deal or discount?

The answer should be a single choice:
  1. Yes
  2. No
7.

Would you recommend this salesperson to others?

The answer should be a single choice:
  1. Yes
  2. No
8.

Would you do business with this salesperson again?

The answer should be a single choice:
  1. Yes
  2. No
9.

Overall, how would you rate this salesperson?

The answer should be a rating.

Similar Ideas

  • Sales call report form
  • Sales call feedback form
  • Sales call debrief form
  • Sales call analysis form

Here are some FAQs and additional information
on
Sales call evaluation form

How do you evaluate a sales call?

There are a few factors that you can consider when evaluating a sales call, such as the quality of the conversation, the rapport between the salesperson and the prospect, and the outcome of the call. You can also ask the salesperson for feedback on the call.

What are some tips for evaluating a sales call?

Here are a few tips to keep in mind when evaluating a sales call: -Consider the quality of the conversation. Was it engaging? Did the salesperson ask questions and listen to the prospect? -Evaluate the rapport between the salesperson and the prospect. Did they seem to connect with each other? -Consider the outcome of the call. Did the prospect agree to meet with the salesperson? Did the salesperson make a sale?

What are some red flags to watch out for when evaluating a sales call?

Some red flags to watch out for include: -The salesperson seems unprepared or disinterested in the conversation. -The salesperson is pushy or aggressive. -The conversation is mostly one-sided, with the salesperson doing most of the talking. -The salesperson seems to be overselling the product or service.

Want to use this template?

Loved by people at home
and at work

“BlockSurvey is a simple, effective, and scalable tool for creating surveys for leadership and learning assessment. It's one of this year's best buying choices. Each month, it keeps improving and strives to serve its customers needs.”
Nelson Emilio
Personal Branding Strategist
“I use BlockSurvey to get feedback about all my activities and events. It is really easy to get started and create my first surveys! Then I could see how easy it was to share them. Now I am thinking to use BlockSurvey also within my creative process as an author in order to listen and engage with my audience, knowing that anonymity provides the most sincere and reliable answers.”
Georgina García-Mauriño
Author & Designer
BlockSurvey social proof
G2 Crowd
4.8 Star Rating
BlockSurvey social proof
Dapp.com
Editor's choice
BlockSurvey social proof
Capterra
4.9 Star Rating

What's next? Try out templates like
Sales call evaluation form

1000+ Templates, 50+ Integrations

Want to create secure online forms and surveys?

Join BlockSurvey.

SHARE