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.

Handles complaints and difficult situations with customers with much ease.

Great at following up with clients and makes sure they are updated on matters relating to their transactions.

2

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.

Explains each point to the fullest and only tries to emphasize the key points.

Does proper research on the topic to be presented to gather all updated facts and figures.

2

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.

Keeps things calm even when required to make quick decisions under high pressure.

Shows strong level-headedness when assessing situations and coming up with solutions.

2

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

Assigns team members deadlines for the projects that are much earlier than what one actually needs in order to give time for changes and other reviews

Sits down with the management team every time something new is added to the project in order to determine its verdict

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.

Writes down contact information of own customers and follows up with a brief note to make sure that they are happy with the purchase

Possesses a great sense of urgency; pushes oneself and others until a sale is successful or until a situation is brought to resolution

3

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

Takes part in redefining customer service process to meet the ever-changing needs of customers

Explains reasons for delays if it takes more time to find a solution

2

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

Acknowledges the importance of training and puts extra effort to concentrate during training sessions

Makes effort to evaluate the outcomes of a training session

2

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

Demonstrates willingness to learn how to integrate primary data and secondary sources accurately

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.

Shows willingness to improve literacy and numeracy skills when working with data

Possesses above average typing skills with above average accuracy and typing speed

2

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.

Knows how a product can be integrated with or connected to other things

Shows willingness to understand industry trends, terminologies, and concepts surrounding a product

2

Self Evaluation

Self Evaluation Question

Employee Comments

CUSTOMER ORIENTED:

Have you ever anticipated an adverse reaction from a customer? Which measures did you take?

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

[employee comments]
PRESENTATION SKILLS:

What was the highest score or reviews you received for any presentation that you have made so far?

What presentation method do you like and why do you like it?

[employee comments]
PROBLEM SOLVING:

How well do you solve issues and are you confident in your abilities?

How well are you keen on everything that is happening around you?

[employee comments]
SEEING POTENTIAL PROBLEMS:

Is there a time when you have faced a huge problem that could have been prevented? How did you go about solving it?

How do you set projects deadlines and milestones to make sure that employees meet them successfully?

[employee comments]
SALES ABILITY:

How often have you exceeded your sale's targets? Describe times when you have been awarded for consistently exceeding the set sale's targets

In your opinion, what is more important: - an excellent customer service, or a quality product? Explain your answer

[employee comments]
CUSTOMER SERVICE:

How do you respond to customers who make unrealistic demands?

What efforts are you making to gain more understanding about company products?

[employee comments]
TRAINING OTHERS:

How often do you encourage team members to take part in training sessions?

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

[employee comments]
WRITING REPORTS AND PROPOSALS:

How often do you encourage others to learn how to integrate primary data and secondary sources accurately?

What efforts are you making to meet the needs of the target audience when writing reports and proposals?

[employee comments]
DATA ENTRY:

How often do you work in a team and how often do you work independently?

What efforts are you making to improve your typing skills?

[employee comments]
PRODUCT KNOWLEDGE:

Can you think of a situation where you demonstrated your ability to fix problems associated with a product?

Have you ever failed to demonstrate how a product can be integrated with another? What did you do to improve?

[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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