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Sales Rep Evaluation

Sales Rep Evaluation Template for Switzerland

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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."

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Document background
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.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
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

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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