The Sales Evaluation Form is a critical business document used across industries in England and Wales to systematically assess sales opportunities and ensure compliance with UK regulatory requirements. The form captures essential information about potential customers, their needs, budget constraints, and decision-making factors. It serves multiple purposes: documenting customer interactions, standardizing the sales evaluation process, ensuring regulatory compliance, and creating a clear audit trail. This document is particularly valuable in contexts where detailed customer assessment is required for complex sales cycles or when regulatory oversight demands comprehensive documentation.
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1. Customer Information: Basic details about the customer/prospect including contact information, business type, and size
2. Product/Service Requirements: Detailed assessment of customer's specific needs and product/service requirements
3. Financial Assessment: Evaluation of budget parameters, pricing considerations, and financial decision criteria
4. Decision Making Process: Information about key decision makers, timeline, and evaluation criteria
5. Compliance Checklist: Verification of compliance with relevant regulations and internal policies
1. Competitor Analysis: Assessment of alternative solutions and competitive offerings being considered by the customer
2. Risk Assessment: Evaluation of potential risks, challenges, and proposed mitigation strategies
3. Implementation Timeline: Proposed timeline for product/service delivery and implementation phases
4. Technical Requirements: Specific technical specifications and integration requirements
1. Pricing Schedule: Detailed breakdown of costs, pricing options, and payment terms
2. Technical Specifications: Detailed technical requirements and specifications documentation
3. Contact History Log: Record of meetings, communications, and key interactions with the prospect
4. Supporting Documentation: Additional documents provided by the customer or relevant to the evaluation
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