Get helpful videos

This comprehensive Sales Call Evaluation Form is tailored to assess and improve sales representatives' performance during customer interactions. The form covers various aspects of the sales call, including the representative's preparation, communication skills, product knowledge, listening skills, and closing ability. By evaluating these key areas, companies can gain valuable insights into their sales team's strengths and areas for improvement, ultimately enhancing their overall sales effectiveness.


The form begins by collecting basic information about the sales representative, the call details, and the customer or lead involved. It then uses a rating scale to assess the representative's performance on each criterion, allowing reviewers to provide specific feedback. Additionally, the form includes open-ended questions to gather qualitative feedback and suggestions for improvement. This holistic approach provides a comprehensive evaluation of the sales call, enabling companies to identify training needs, refine sales strategies, and ultimately drive better sales outcomes.


Overall, this Sales Call Evaluation Form is a powerful tool for companies looking to enhance their sales performance and customer interactions. By using this form to regularly evaluate and provide feedback to their sales team, companies can improve their sales processes, increase customer satisfaction, and drive revenue growth.

Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
Like this template? Get it today!
Solution templates are installed automatically with a single click and are yours free of charge.

Flexible Forms

Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint.

Smart dynamic SharePoint forms provide an exceptional user experience, improve data quality and simplify business processes, saving you valuable resources.

Form designer Form designer

Intuitive Automation

Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more.

By reducing the learning curve, you empower more people in your organization to create and manage business solutions, successfully removing bottlenecks.

Automation Automation

Clear Reporting

Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts.

Everyone is able to visualize information in an accessible fashion, improving responsiveness and accountability.

Reporting Reporting

100’s of Templates

Easily create, replicate and distribute forms and automation-enhanced SharePoint business solutions, selecting from our vast free library and creating your own custom templates in Infowise Ultimate Forms.
You are able to build once and automatically deploy multiple times in various locations across sites and tenants, saving you time and effort.
Templates Templates
Microsoft partner logo
© 2005-2025 Infowise Solutions Ltd. All rights reserved.
Privacy | Cookie Policy | Accessibility | Cloud SLA