Appraisal: VC Sales Professional
Personal Time Management
Personal Time Management - Manage and preserve one’s own time: completing higher-level tasks while delegating those that require less skill to those at lower pay levels.
Personal Time Management
Sales Developer Goals
Sales Developer Goals - These goals are more emphasized for the “salesperson.”
Inbound Leads *
Outbound Leads *
Opportunity Conversion. When a lead is qualified and the new potential customer is assigned to a sales professional. *
These objectives are more emphasized for the “sales professional.”
Sales Goal Accuracy. Establish accurate but achievable sales goals for himself/herself that reflect growth over the prior year.
Individual Sales Goals. If only contributor to closing, this equals the team goal; otherwise, it’s a portion of this goal. *
Team Sales Goals
Same as the Individual sales goal if there’s only one account executive (closer).
Team Sales Goals *
Attend and participate in the weekly sales meeting by sharing personal successes/failures, questions or concerns, comments on agenda topics, etc. These measures are for the 3 months prior to this evaluation.
Sales Meeting *
Employee understands and follows the steps of the “Action Selling” model.
Action Selling *
Supervisor Communication *
Maintains a friendly and casual tone with customers while staying focused. If there are many customers who need assistance, the employee is capable of keeping a friendly and non-stress attitude while helping as many customers as possible. Is able to deal with upset customers. Courteous towards customers and co-workers. Positive about the company; seeks to promote the company, support co-workers (never “passing the buck”). The following refers to number of occurrences during the evaluation period. Speaking negatively of an employee to a customer is never permitted; this is to be distinguished from speaking critically, but constructively, out of customer view with fellow employees about behaviors that need adjustment or improvement.
Communication Skills Under Pressure *
Able to Weigh the Balance between Chatty and Business-Focused Conversation *
Professional and Positive Attitude *
Maintains a friendly and casual tone with customers while staying focused. If there are many customers who need assistance, the employee is capable of keeping a friendly and non-stress attitude while helping as many customers as possible. Is able to deal with upset customers.
Timely in Response to Messages. Employee is timely in responding to e-mail and phone messages from customers. *
Customer Maintenance. Employee maintains contacts with assigned customers, contacting customers at a frequency of every: *
Keeps conversations on the clock with co-workers business-oriented as much as comfortably reasonable to make the best use of time.
Co-Worker Communications *
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
Uses/Applications. Understands how a product is applied or best used, or which product is the best fit for customer needs: *
Location within the Store. Can recall product locations in the store & Yard: *
Availability/Source. Knows store-level availability, distribution channels, quickly ascertains quantities to supply customers. *
Production/Fabrication. Understands how products are manufactured. *
Follow the “Internet Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Internet Use *
Cell Phone Use
Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Cell Phone Use *
Follow the “Attendance Policy” as outlined in the “Communications and Productivity” Knowledge article. Specifically, business hours are: 8:00 - 6:00 during the summer; 8:00 - 5:30 during the winter; 9:00 - 4:00 Saturday in the summer; 9:00 - 2:00 Saturday in the winter. It’s required you work 45 hours during your scheduled times for this full-time position.
Times In and Out. *
Number of Hours *
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Keep a clean and orderly office whereby every item has an appropriate place and that everything gets put back in its place by the end of the day.
Desk Orderliness *
Attention to Detail in Customer Sales and Invoicing
Careful in sales calculations: ensuring that correct product codes are keyed, that customer data —for example: vehicle description, make, model license number, and number of passengers — are recorded in the scale book and carefully consulted when weighing out customers. Steps ensure gross (weight upon checkout) minus tare (weight before loading) accurately reflect the weight of product the customer is leaving with.
Attention to Detail in Customer Sales and Invoicing *
Sales team members are required to at least have the training necessary to drive forklifts, and when required to do so, should follow all OSHA safety standards. The period of evaluation for the following occurrences spans from the last evaluation to the current one, or for the last 30 days, whichever is less.
Forklift Operation *
Microsoft Word Knowledge (and Google Docs Equivalent). *
Microsoft Excel Knowledge (and Google Docs Equivalent). *
Effectively “multitask,” jumping from one task to the next with little or no down time.
Keeping Deadlines on Bids, etc.
Follow through and complete tasks on time or by deadline.