Appraisal: VC Sales Professional

Salespersons and sales professionals have the same duties. However, based on goals set, their emphases will be different. Regular appraisals are a communication tool that helps clarify for employees and their managers what job duties are required, what excellent performance means, how to achieve excellent performance, and at what level the employee is currently performing at. Evaluations help employees determine where they need to strive or try harder. Ultimately, appraisals help the whole organization to perform better; they ensure company success and that we all continue to enjoy working at American Stone for years to come.

Personal Time Management


Inbound Leads *

Outbound Leads *

Opportunity Conversion. When a lead is qualified and the new potential customer is assigned to a 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 *


Sales Meeting *


Action Selling *


Supervisor Communication *


Communication Skills Under Pressure *

Able to Weigh the Balance between Chatty and Business-Focused Conversation *

Professional and Positive Attitude *


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: *


Co-Worker Communications *


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. *


Internet Use *


Cell Phone Use *


Times In and Out. *

Number of Hours *


Grooming and Attire *


Desk Orderliness *


Attention to Detail in Customer Sales and Invoicing *


Forklift Operation *


Microsoft Word Knowledge (and Google Docs Equivalent). *

Microsoft Excel Knowledge (and Google Docs Equivalent). *


Multitasking


Keeping Deadlines on Bids, etc. *