The Top 5 Sales Performance Review Templates & Management Software
How do you know if your sales team members are doing their best? Do you have a way to track their performance? It’s hard to give your salespeople the kind of feedback they need when you don’t have any record of their accomplishments. Luckily, there are a few Sales Performance Review Templates and Management Software that can help. Here are the top five to consider.
1) Google Forms
Google Forms is a free online survey tool that can be used to create sales performance review templates. You can use pre-made templates or create your own. Google Forms offers a variety of question types and customization options, making it a versatile tool for creating surveys. Plus, you can collect responses in real-time and view results in charts and graphs. And if there’s anything you need to adjust after the fact, no problem! Google Forms allows edits anytime up until the time the form closes.
Furthermore, all data is stored on Google servers so managers can access it from any device with an internet connection. When using Google Forms, make sure to provide instructions at the top of the form (e.g., how many answers are needed) and include detailed instructions in case respondents have questions about what they should do.
2) Microsoft One Note
OneNote is a great sales performance review template and management software. It’s easy to use and you can access it from anywhere. Plus, it’s free! OneNote also has a variety of features that make it perfect for sales performance reviews, including templates, commenting, and tracking changes. The templates are customizable so you don’t have to worry about wasting time trying to come up with one on your own. You can even share them with other people if needed. There’s no need to worry about what platform the person using the templates is using either. With OneNote, they’ll be able to view the file no matter what device they’re using. Finally, you can print out the finished product without any extra work involved!
3) Streak CRM
If you’re looking for a sales performance review template, look no further than Streak CRM. This software has everything you need to manage your sales team, including templates for reviews. Plus, it’s easy to use and has a great user interface. The layout is intuitive and modern-looking, so the first time you log in won’t be overwhelming. There are three different types of user accounts: Owner, Admin, and Employee; each with different permissions for editing information about accounts or employees within the account.
4) Red booth
If you manage a sales team, you know how important it is to keep track of their progress and performance. That’s where Red booth comes in. Red booth is a sales performance review template and management software that helps you stay organized and on top of things. Plus, it’s easy to use and comes with a variety of features that can help you customize the experience for your team. You can take advantage of reports and email reminders to stay informed about everything from deals closed to hours worked. You also get access to customizable templates so you don’t have to start from scratch every time.
5) Zoho Projects
Zoho Projects is a project management software that gives you the power to create and manage your projects from start to finish. With Zoho Projects, you can easily track your sales team’s performance, set goals, and measure progress. Plus, with Zoho Projects’ built-in CRM, you can keep your customer data organized and accessible in one place. Need more? Just add on these five extensions: Gantt Chart, Budgeting Tool, Time Tracking Tool, Collaboration Tool, and Document Sharing Tool. What are you waiting for? Get your free trial today!