Objective:
To organize and summarize sales trip information for efficient pre-visit planning, post-visit analysis, future visit preparation, and concise reporting to supervisor/team. Can be used for daily/weekly sales calls, though an Excel format with more elements is more suitable for routine exercises.
Details:
Department : Sales & Marketing
Who is it for: Director of Sales & Marketing, Sales Manager
Document Type: Record Template
Detail Level / Difficulty: Brief / Basic
Involved Skills: Record Keeping, Sales Planning
File Format: Word (.docx)
Word Count: N/A
Print Length: 01 Page
File Size: 22 KB
Language: English
Editable: Yes
Ready to Print: Yes