Templates
Sales
Sales Call Reporting Template
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Sales Call Reporting Template

The "Sales Call Reporting Template" helps streamline client interaction, improving conversion rates and enhancing sales data analysis for strategic planning.
1
Identify the purpose of the call
2
Prepare list of clients to be contacted
3
Compile previous sales data for each client
4
Review the clients' purchase history
5
Prepare a tailored sales pitch for each client based on their needs and history
6
Approval: Sales Pitch
7
Record date and time for each sales call
8
Engage with each client by making the sales call
9
Document the clients' responses
10
Update client information following the call
11
Record the outcome of the sales call
12
Classify the call under conversion or non-conversion
13
Calculate the total sales made from the call
14
Approval: Sales Data
15
Prepare a follow-up plan for non-conversions
16
Schedule the follow-up calls
17
Approval: Follow-up Plan
18
Analyze feedback and areas of improvement
19
Share the call report with the sales team