Hi friends Could you please send me urgently some perfect format for daily visit report for salesteam
From Saudi Arabia, Dammam
From Saudi Arabia, Dammam
Usually anytime a customer is visited a report is generated. I have experience in quality management and sales management. Sales reps used to document their visits on a "Call Report", and I wrote a full report after my visits. Examples includes such info as:
Who contacted
Date-m/d/y( some people forget to do this basic need)
Reason for visit-routine, problem, new business, customer requested, etc.
Specific product or service subject-
What discussed-
What customer wanted/needed-info, disposition, quote, plans
Conclusions-if any
Recommendations-
Actions required-
Follow up timing-
Anything else that needs reported
__________________
"Nothing is constant except change"
From United Arab Emirates, Sharjah
Who contacted
Date-m/d/y( some people forget to do this basic need)
Reason for visit-routine, problem, new business, customer requested, etc.
Specific product or service subject-
What discussed-
What customer wanted/needed-info, disposition, quote, plans
Conclusions-if any
Recommendations-
Actions required-
Follow up timing-
Anything else that needs reported
__________________
"Nothing is constant except change"
From United Arab Emirates, Sharjah
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DAILY SAFETY REPORT.xls
Daily Activity Report.doc