This Sales Rep Evaluation document is designed for use in Switzerland and complies with Swiss employment law, particularly the Swiss Code of Obligations and Federal Act on Data Protection. It serves as a formal tool for evaluating sales representatives' performance, typically conducted on a quarterly or annual basis. The evaluation covers key performance indicators, behavioral competencies, and development goals, while ensuring compliance with Swiss workplace regulations regarding employee assessments. The document is structured to provide objective feedback, document performance metrics, and support career development decisions while protecting both employer and employee interests under Swiss law.
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Key Requirements PROMPT example:
Sales Rep Evaluation
"I need a Sales Rep Evaluation document for our Swiss pharmaceutical company that focuses heavily on customer retention metrics and compliance with medical sales regulations, with quarterly evaluation periods starting January 2025."
1. Employee Information: Basic information including employee name, position, department, evaluation period, and evaluator details
2. Quantitative Performance Metrics: Objective measurement of sales targets, revenue generation, customer acquisition, and other numerical KPIs
3. Qualitative Performance Assessment: Evaluation of soft skills, customer relationship management, team collaboration, and professional conduct
4. Core Competencies Evaluation: Assessment of essential skills required for the role including product knowledge, sales techniques, and negotiation skills
5. Goal Achievement Review: Analysis of previously set goals and extent of their achievement
6. Development and Training: Identification of areas for improvement and recommended training or development activities
7. Overall Performance Rating: Final performance rating based on all evaluation criteria
8. Comments and Feedback: Space for both evaluator and employee comments
9. Acknowledgment and Signatures: Formal acknowledgment of the evaluation by both parties with date and signatures
1. Peer Review Input: Include when 360-degree feedback is part of the evaluation process
2. Customer Feedback Summary: Include when customer satisfaction metrics are available and relevant
3. Commission Structure Review: Include when the evaluation impacts commission rates or structure
4. Market Conditions Analysis: Include when external factors significantly impacted sales performance
5. Team Leadership Assessment: Include for sales representatives with team leadership responsibilities
6. Special Projects Evaluation: Include when the employee participated in special sales initiatives or projects
1. Schedule A - Sales Performance Data: Detailed breakdown of sales figures, targets, and achievements
2. Schedule B - Customer Portfolio Analysis: Analysis of customer base, retention rates, and account development
3. Schedule C - Training Record: Record of completed training and certifications during the evaluation period
4. Appendix 1 - KPI Definitions: Detailed definitions and calculation methods for all KPIs used in the evaluation
5. Appendix 2 - Performance Rating Scale: Explanation of the rating system and performance level definitions
6. Appendix 3 - Development Plan Template: Template for creating action plans based on evaluation results
Authors
Relevant legal definitions
Clauses
Relevant Industries
Retail
Technology
Pharmaceutical
Financial Services
Manufacturing
Consumer Goods
Professional Services
Telecommunications
Industrial Equipment
Software and IT
Healthcare
Automotive
Real Estate
Insurance
Relevant Teams
Sales
Human Resources
Legal
Sales Operations
Customer Success
Performance Management
Training and Development
Business Development
Account Management
Sales Administration
Relevant Roles
Sales Representative
Account Executive
Sales Manager
Business Development Manager
Territory Sales Manager
Key Account Manager
Inside Sales Representative
Field Sales Representative
Sales Director
Regional Sales Manager
Senior Sales Executive
Sales Team Leader
Customer Success Manager
Sales Operations Manager
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