Sales call evaluation form 2025

Show details

4.3 out of 5

33 votes

The document is a Call Center Evaluation Form designed to assess the performance of call center agents. It includes a scoring system for various aspects of customer interaction, such as greeting the customer, verifying their identity, problem-solving steps, and closing the call. Each section outlines specific actions that agents should take to ensure effective communication and customer satisfaction.

Here's how it works

01. Edit your sales call evaluation online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send call center evaluation templates via email, link, or fax. You can also download it, export it or print it out.

The best way to edit Sales call evaluation form in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Working on documents with our comprehensive and user-friendly PDF editor is simple. Follow the instructions below to complete Sales call evaluation form online easily and quickly:

Sign in to your account. Log in with your credentials or create a free account to try the product before choosing the subscription.
Upload a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Sales call evaluation form. Quickly add and highlight text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or delete pages from your paperwork.
Get the Sales call evaluation form accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to promptly handle your paperwork online!

See more sales call evaluation form versions

We've got more versions of the sales call evaluation form form. Select the right sales call evaluation form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2017	4.3 Satisfied (33 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to format a sales report?

Heres a high-level step-by-step guide to writing a sales report. Step 1: Understand your audience and purpose. Step 2: Gather your data. Step 3: Build an outline. Step 4: Create visuals. Step 5: Capture and share insights. Step 6: Conclude with next steps.

How do you write a simple sales report?

How to write a sales report step-by-step Determine the goal. Understand the primary purpose of the report. Gather your data. The backbone of any sales report is accurate and comprehensive data. Organise your findings. A structured report is an effective report. Explain your data. Use visuals. End with suggestions.

What is a call evaluation?

Call evaluation software in call centers is a tool used to assess the performance of call center agents by analyzing recorded calls based on predetermined evaluation criteria. It helps identify improvement areas for agents, provides call center coaching, and enhances the overall quality of customer service.

What does a call report look like?

A call report includes detailed information about a banks financial status, such as balance sheet items (assets, liabilities, and equity), income statement figures (income, expenses, and net income), and other key financial metrics.

How do you write a sales call report?

What to Include in a Sales Call Report Contact Name, Email, Title, and Company. For starters, each sales report needs to include the contact name, email, title, and company of the person the sales rep spoke to. Prep Notes. Call Date, Time, and Duration. Call Summary Output. Follow-Up Date. Next Steps Required Material.

How to evaluate a sales call?

12 Ways To Monitor The Efficiency of Sales Calls Volume of closed records per agent and per team. Measure average sales per sales rep (conversion rate) and per team. Check reps ability to qualify contacts. Monitor average handle time. Let the technology help you. Percentage of sales calls per record. First sales call close.

How to grade a sales call?

Your guide to call scoring A talk/listen ratio, to ensure reps are listening well enough to their prospects. Monologue tracking, highlighting areas where the conversation became one-sided. Talking speed, so you know if your reps are talking too quickly to be heard.

How do you write a phone call report?

How do you write a sales call report? Prospects Information. Prep Notes. Call Plan and Purpose. Call Date, Time, and Duration. Call Summary. Call Analysis and Result. Follow-up Material.

Sales call evaluation form 2025

Here's how it works

The best way to edit Sales call evaluation form in PDF format online