Sales team in the solters platform

Sales rep performance: strengths and areas for improvement

solters brings together call, deal and customer work metrics in a sales rep profile. The sales manager can see where each rep performs well and which skills to review with them first.

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Sales rep assessmentTeam overview and employee profileCurrent period

ReviewProfileDynamics

Competency RadarEight axes

In a portrait for the period

Communications

Call statistics

Deals and revenue

Behavior and dynamics

Call activityHeat map by day and hour

What the numbers signal

Same activity, different conversation skills

Call volume does not show how a sales rep uncovers needs, responds to objections or agrees on the next step.

Need

What did the sales rep ask, and did they understand the customer's needs?

Clarification of the task

Objections

What matters to the customer when choosing, and how did the sales rep address their concerns?

Selection conditions

Next step

Is there a substantive agreement: action, responsibility and deadline?

Continue contact

Weaknesses become the topic of analysis. Strong practices are material for the team.

How the assessment works

From team overview to employee profile

Three views answer different questions: where to focus, what happened in an employee's work over a period, and what was assessed in a specific call.

01 / Review

Where to look

Eight dimensions provide an overview of the team's competencies. Each one shows what to examine, beyond the overall picture.

Response speedCallsCRMTasksFunnelResultChecklistCorrespondence

02 / Portrait

What the employee profile shows

The profile brings together different aspects of an employee's work over the selected period. Its completeness depends on the available data.

CommunicationsConversations and correspondence

Deals and revenueResults within their own sales funnel

Behavior and dynamicsWhat changes over time

Call statisticsHeat map by day and hour

03 / Criteria

What was checked during the conversation?

Each type of call has its own purpose and specific signs of quality.

NeedClarified the task and selection conditions

ObjectionClarified the doubt and answered to the point

Next stepAgreed on action and deadline

Initial contact, follow-up conversations and ongoing customer support are assessed against their own criteria.

Example decision by the sales manager

First identify an area to examine, then choose what to review

From observation in conversations to specific feedback to the employee.

From conversation to actionNo “best-worst” rating

Conversations

What do we check in the material?

Client need
Objections
Next step

Those are criteria for individual conversations. The team overview across eight broad dimensions is a separate view.

Profile over a period

What to discuss with an employee

StrengthClarification of the client's task

Area to examineDiscussion of price and selection conditions

What to checkDid the sales rep establish what matters to the customer when comparing proposals?

Sales manager's decision

Specific feedback

Choose relevant conversations, review the follow-up questions and agree on what the sales rep will try in future contacts.

The sales manager decides the next step

Check later Compare observations on comparable conversations and periods.

After assessment

Turn the assessment into specific feedback

The profile helps you choose a conversation and a topic to discuss. The sales manager decides how to work with the employee.

Check the context

View the period, employee tasks, types of conversations and data completeness.

Discuss one skill

Analyze relevant conversations and agree on what to try in the next contacts.

Return to observations

See the dynamics of comparable conversations and periods, without drawing conclusions based on one episode.

Correct interpretation

Look at data in the context of work

The difference in indicators is a reason to understand, and not a ready-made explanation. Compare similar tasks and be honest about data gaps.

Before drawing conclusionsFour matching conditions

PeriodSame length of time

ConversationsComparable contact types

TasksEmployee's role and workload

DataEnough evidence to draw a conclusion

Not enough data to draw a conclusion

A missing metric does not mean low competence. Return to the assessment when comparable data is available.

Easy login

Start by assessing your team

Account is the first step. Your own results appear after connecting the data and setting up the analysis.

Open the platform

Create an account and select a team assessment task.

Connect data

Set up work with CRM yourself or with our help.

Select the subject of analysis

Use the available data to identify a skill worth discussing with the employee.

Open platform Get help with setup

Part of one platform

One conversation helps you understand a sales rep. The picture over a period helps you choose team priorities.

Assessment Questions

What is important to know before the first result

Is the assessment based only on call volume?

No. The platform brings together metrics for conversations, deals and customer work. Call volume is only part of the picture; conversation content and selected criteria help identify what to examine more closely.

Is sales rep performance just eight metrics?

The eight dimensions provide an overview of competencies. A full employee profile includes other measures of communication, deals and behavior. Criteria for a specific conversation are reviewed separately.

Can an assessment alone tell you whom to dismiss?

The assessment helps identify what to review and discuss. A staffing decision requires considering the employee's responsibilities, customer flow and source material; one metric cannot replace the sales manager's judgment.

Can sales reps be compared with one another?

Compare similar responsibilities, periods and conversation types. Different customer flows and incomplete data limit what you can conclude; a difference in metrics alone does not explain its cause.

What happens if there are few calls or deals?

The completeness of the portrait depends on the available data. The absence of an indicator does not mean low competence of the employee.

Are strengths and recommendations available on every plan?

The advanced features available depend on the selected conditions and settings. Check the current platform tariffs; We will help you choose an option for your task.

What will I receive immediately after registration?

Platform account. To evaluate your team, you then need to connect the data and set up the analysis—either yourself or with our help.

How is call analysis different?

Call analysis shows the content and criteria for one conversation. A sales rep profile combines observations and metrics over a period to support work with the employee and team.

Next step

Determine where to start developing your team

Open the platform, connect your data and start assessing your sales team.

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