The Evaluation Factors page is designed to analyze user performance during sales practice calls.
It breaks down a conversation into measurable factors, ensuring users get clear feedback on their sales approach.
Each factor represents a key stage of the sales interaction, and every factor can have multiple sub-factors for deeper evaluation.
Info: Evaluation factors can be applied to **any type of call
For details on different call types, see Types of Calling.
The goal of evaluation factors is to provide a comprehensive analysis of the user’s conversation style and approach.
They help users identify:
Info: Using evaluation factors ensures step-by-step improvement rather than generic feedback.
Focus: How the user starts the conversation.
Example sub-factors: Greeting, Introduction, Building rapport.
Focus: How effectively the user identifies customer needs and qualifies the lead.
Example sub-factors: Asking qualifying questions, Understanding customer requirements, Probing for details.
Focus: How well the user explains the product or service.
Example sub-factors: Highlighting key features, Explaining benefits, Demonstrating relevance to customer needs.
Focus: How clearly the user communicates pricing, savings, and value.
Example sub-factors: Explaining cost, Showing savings, Handling pricing objections.
Focus: How effectively the user leads the conversation toward commitment.
Example sub-factors: Asking for confirmation, Addressing last-minute concerns, Securing agreement.
Focus: Clarity, tone, and professionalism of the conversation.
Example sub-factors: Active listening, Confidence, Use of customer-friendly language.
Focus: How tailored and personalized the interaction feels.
Example sub-factors: Using customer-specific details, Adjusting tone/style, Offering relevant solutions.
Info: Main factors provide a high-level structure for evaluating all conversations systematically.
Every main factor can have multiple sub-factors.
Sub-factors help break down performance into specific, actionable points.
Info: Adding sub-factors allows detailed and granular feedback, highlighting exactly where the user excels or needs improvement.
Users or administrators can add new sub-factors as needed.
Example: Under Opening, track Polite Closing Statement as a sub-factor using the Add Sub-Factor option.
Warning: Avoid vague or generic sub-factors—they reduce the accuracy of evaluation.
Sub-factors make the evaluation system more granular, precise, and actionable.
They allow feedback such as:
Info: Combining factors, sub-factors, weightage, frequency tracking, and product dependency ensures fair and personalized insights.