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Template

Sales Manager Coaching Assessment

by Gareth Jeune, from the Community

Downloads: 40
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With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

Description

A detailed evaluation framework designed to assess sales managers' performance across multiple key areas. The tool uses a 1-5 rating scale, where 1 indicates 'New to Role' and 5 represents 'Highly Proficient'. It covers crucial aspects including financial performance, prospect management, customer relationships, professional selling skills, product knowledge, industry awareness, and operational systems proficiency. The assessment examines metrics such as sales versus budget, margin performance, CRM usage, customer engagement, selling techniques, and system competencies. This comprehensive evaluation helps identify strengths and areas for improvement, enabling targeted coaching and development for sales managers. The tool includes action planning capabilities and ensures a structured approach to performance management.

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.