Sales Call List Templates
Whether your company offers various kinds of products to the customers or some kind of services to the clients, it is very important that you keep track of your sales. In any company, the most important department is the sales department because this is the department that brings in the business. This is why it is really important that you keep eye on the progress of the sales employees. In order to do so, you can ask your sales staff members to record all of their sales-related activities. This includes the details of their sales meetings either on the telephone or in person. A sales call list is a document that records such sales activities. These activities are given by the sales staff members.
Essential Elements to include in the Sales Call List:
- Name of the company along with department name
- Date and time of the call
- Details of the receiver of the call i.e. gender, age, location, phone number, etc
- Duration of the call
- Description of the selling item i.e. product or service
- Details of the response of the receiver
- Details of the order placed by the receiver of the call
- Name of the employee who called
- Department head, manager, or supervisor
- Signature of the employee and his or her supervisor
Useful Tips for creating a Sales Call List:
- Include the customer’s details:
When you make a sales call or go meet a customer in person, you need to mention the details of the customer on the sales call list. This will include the name of the customer, his company name or the company where he works, the designation on which the customer works in a company, and his contact address, and phone number.
- Include the employee’s details in the list:
Secondly, you will need to include your details on the sales call list. This is the part where the person or employee who made the sales will include his or her details i.e. name, designation in the company, department info, name of the department head or supervisor, and any other thing that is relevant to the process.
- Details of the sales call:
At this point, you need to include the details of the sales call. This can be a conversation over the telephone or a meeting in person. You will need to mention the date of the meeting, time, duration of the meeting, place of the meeting, and other elements relevant to the meeting. The most important thing to include at this step is the method of the sales meeting i.e. telephone call or meeting in person with the customer.
- Details of the item sold or described over the call:
Here you will include the items i.e. products or services that you presented to the customer in your sales meeting. You can also ask your employees to include the details of how they presented the product or service to the client.
- Results of the sales call:
Once the meeting is over, you will need to include the details of the meeting in this step. You will need to include the result of the meeting including the response of the customer to your presentation, his complaint or suggestions, his queries, and questions that he asked to you in the meeting.
- Details of the order placed by the customer:
If the customer placed any order after the meeting, you will include the details of that order in this step. Include the particulars of the order i.e. type of order, the quantity of the order, description of the items ordered by the customer, the deadline to deliver the order, etc.
- Signature of the employee:
At the end of the sales call list, you will mention your full name and signature.
Free Sales Call List Templates
Here are the previews of Free Sales Call List Templates created using MS Word.