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Sales Call Reporting Tool

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Sales Call Reporting Tool

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  1. Sales Call Reporting Tool Sales Call Reporting ToolPurposeThe purpose of this tool is to assist you with reporting on sales call results. This tool can beused in conjunction with Key Account Plans to strategize and report on new businessopportunities with senior management.Customer Name: ABC Enterprises Inc.Sales Call Date: May 1, 2007Meeting Participants: Paul Henry, VP Operations Susan Smith, Marketing DirectorNew Business Opportunity:Milestones Time Required Start Date End DateNeeds Assessment 1 hour May 1, 2007 May 1, 2007Product XYZ Demo 1 hour May 10, 2007 May 10, 2007Technical Review 2 weeks May 10, 2007 May 24, 2007Reference Checks 1 week June 1, 2007 June 7, 2007Proposal/Contract 2 weeks June 7, 2007 June 21, 2007

  2. Meeting Agenda: • Meeting Topic #1 • Meeting Topic #2 • Meeting Topic #3Discussion Results: • Action Item #1 • Action Item #2 • Action Item #3Key Considerations: 1. What will make/break a deal for this customer? 2. How can we improve our chances to win this deal? 3. Are there any risks involved with this opportunity? Meeting Agenda: • Meeting Topic #1 • Meeting Topic #2 • Meeting Topic #3Discussion Results: • Action Item #1 • Action Item #2 • Action Item #3Key Considerations: 1. What will make/break a deal for this customer? 2. How can we improve our chances to win this deal? 3. Are there any risks involved with this opportunity?

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