Use this step by step explanation to craft a good employee performance feedback review for a sales assistant. Find the right words with quality phrases.

A Sales Assistant is responsible for supporting the sales and marketing managers by tracking, investigating and reporting sales information, resolving problems.

The primary duties of this role include preparing sales presentations by compiling data, developing presentation formats and materials, maintaining promotional database by inputting invoice and bill-back data, safeguarding customer database by inputting customer biography and updates, preparing and distributing monthly reports, updating managers by consolidating, analyzing and forwarding daily action summaries, resolving order and inventory problems by investing data and history, identifying alternate means for the filing warrants, notifying managers and customers, providing product, promotion and pricing information by clarifying customer request, selecting appropriate information, forwarding information as well as answering questions.

Employee Performance Review Sample

Employee's Name: Title:
Review Period: __/__/__ to __/__/__ Employee SSN:
Work Location: Supervisor's Name:

Instructions

  1. Rating: Rate the employee against the core skills based on how well he/she demonstrates each skill. Give scores 1, 2, or 3 for each rating depending on the employee's performance.
  2. Comments: Use this area to give examples of employee's performance phrases. The phrases should describe how well an employee has performed on previously set goals based on the given core skill.
  3. Summary: Use this section to give a summary of the employee's strengths and areas for improvement or development. Recommend a step increase for an employee who has met the expectations and performance improvement plans for one who doesn't meet expectations.
  4. Human Resources Review: Human resources manager must examine and indicate whether he/she concurs with the evaluation and comments. If the manager agrees, then he/she must sign the evaluation form. If he/she doesn't concur, then he/she must provide reasons explaining why this is so.
  5. Signatures: Sign the evaluation form and give it to the employee to go through and answer the Self Evaluation Questions. Ask him/her to sign and date the evaluation form before giving it back to the human resources for filing.

Rating Meaning

The employee fails to perform the most important aspects of the job satisfactorily. Requires close guidance to carry out routine jobs. He/she needs significant improvement in all areas. Meetings should be held between the employee and the supervisor to discuss performance deficiencies.

1

Employee routinely meets and exceeds expectations in all areas of responsibility. Produces high-quality work that at times exceeds expectations. Consistently meets the most critical annual goals. Occasionally produces timely and accurate results.

2

The employee consistently and significantly exceeds the communicated expectations by producing exceptionally high-quality work. He/she demonstrates exceptional knowledge of his/her duties and is highly recognized by others as an authority in his/her area of work.

3

Supervisor's Feedback

Skill

Comments

Rating

CUSTOMER ORIENTED: Customer Oriented is a skill that focuses primarily on the client as the King offering quality services that meet the customer's expectations with an aim to inspire people rather than just try to sell their product.

Calmly deals with customer complaints and is excellent at handling difficult situations.

Knows how to listen to customers attentively to extract the important details required to assist them effectively.

3

PRESENTATION SKILLS: Presentation Skills are useful in getting your message or opinion out there in many aspects of life and work, though they are mostly used in businesses, sales, teaching, lecturing, and training.

Gives a clear and well-structured delivery when making a presentation.

Gives the audiences ample and appropriate time to ask questions.

3

PROBLEM SOLVING: Problem Solving is the skill of defining a problem to determine its cause, identify it, prioritize and select alternative solutions to implement in solving the problems and reviving relationships.

Seeks to brainstorm on problems to try to find the right solutions.

Breaks a problem down before starting to analyze it in a more detailed manner.

3

SEEING POTENTIAL PROBLEMS: Seeing Potential Problems is the ability to structure the current situations and identify developments that could cause problems in the future.

Uses project management systems that provide resource visibility and forecasting tools in order to reduce schedule thrash ultimately

Identifies individuals that are behind schedule and who are not reporting their progress in order to find out what the problem is

2

SALES ABILITY: Sales Ability is the skill to understand your product's features and being able to present their benefits accurately and persuasively to the customers.

Knows the company's objectives, needs, strengths, and weaknesses and the resources available for one to address the market

Is self-driven; does not rely on the sales manager or own supervisors for sales directions or guidelines

3

CUSTOMER SERVICE: Customer Service is the ability to cater for the needs of the client by providing excellent customer service without compromise.

Takes pride in serving all clients equally in a warm and friendly way

Provides feedback as soon as a customer makes an inquiry

3

TRAINING OTHERS: Training is the ability to expand the knowledge base by learning new truths that are useful in the workplace.

Excels at teaching team members the complex concepts learned in training sessions

Concentrates in all training sessions and avoids distracters while learning

3

WRITING REPORTS AND PROPOSALS: Writing Reports and Proposals is the ability to record business reports and plans for the company or project following the policies and procedures of the company.

Demonstrates willingness to learn how to apply appropriate writing conventions when expressing ideas in reports and proposals

Understands several components of writing reports and proposals and is willing to learn more

2

DATA ENTRY: Data Entry is a skill to key in information from various sources as directed by the management while keeping to the policies and procedures of the company and ensuring they are accurate.

Possesses proficient typing skills with high accuracy and exceptional typing speed

Demonstrates exceptional spelling, punctuation and grammar when typing data into relevant software

3

PRODUCT KNOWLEDGE: Product Knowledge is an essential sales skill to understand the features of your product allowing you to present the benefits compellingly and accurately to the customer.

Demonstrates awareness about the customer experience offered by the product

Fully understands all product specifications and the meaning of all related terminology

3

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Do you actively solicit feedback from customers to determine their concerns and needs? Explain how.

Which biggest challenge have you encountered in customer service and how did you deal with it?

[employee comments]
PRESENTATION SKILLS:

How do you normally conclude your presentations and how can you rate it?

What do you like or dislike most about giving presentations?

[employee comments]
PROBLEM SOLVING:

How well do you accommodate other people ideas and opinions when trying to solve a problem?

Are you in most cases conversant with what the problem is before you solve it?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Describe a time when you have been able to see a huge future problem. What made this possible and how did solve it?

When hiring employees, how do you make sure that they are the best fit for the position at hand?

[employee comments]
SALES ABILITY:

Describe a time when you have faced the worst rejection. What was the problem? Did you later manage to convince the person to buy your products/services?

Is there a time when you have turned a prospect away? If yes, why? What did you learn from the experience?

[employee comments]
CUSTOMER SERVICE:

Can you recall of any situations where customers made objections? How did you react?

What efforts are you making to redefine customer service processes to meet the ever-changing needs of customers?

[employee comments]
TRAINING OTHERS:

How often do you participate in specialized training and what efforts are you making to look for more training opportunities?

How often do you encourage team members to share concepts learned in training sessions?

[employee comments]
WRITING REPORTS AND PROPOSALS:

What efforts are you making to learn the value of good written communication when writing reports and proposals?

What efforts are you making to understand all the components of reports and proposals?

[employee comments]
DATA ENTRY:

What measures are you putting in place to maintain data confidentiality?

What efforts are you making to improve your ability to work with different data entry software packages?

[employee comments]
PRODUCT KNOWLEDGE:

What are you doing to enhance your understanding of industry trends, terminologies, and concepts surrounding a product?

How often do you adhere to procedures and policies that guide products and services?

[employee comments]

Summary

Sections 1-4: To be completed by the supervisor

Section 5: To be completed by the employee

1. Exceeds Job Related Expectations

2. Areas to improve

3. Goals completed since last performance feedback

4. Goals for next period

5. Employee comments

Signatures

I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal.
Employee: Date:
Supervisor: Date:
Human Resources: Date:

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