Sales Call Checklist Template

Those who are running stores, especially online should be dealt with buyers that usually make a contact either by email or phone before they decide to purchase products from your stores. They will purchase any product that is offered by your store, and there will be some amount of cash you will get later. Those things are needed to be recorded. On the other hand, recording all tasks that are assigned to sales and the amount of cash you earn means as crucial part of accounting. Good store should be able to provide a good management, and this is precisely where accounting factor shouldn’t be underestimated.

In order to record the work of sales and their job, you probably need to have a tool called a sales call checklist. The tool is ready-made, you can find it through a form of word template which can be downloaded easily, yet it is free as well. It should reveal its function as when you treat it as a tool for recording the progression of a team of sales that join your company. Shortly speaking, that checklist notes all details of the job that are assigned to sales.

That checklist should include the account information, expected income and call purpose, customer participant, our company participant, planned agenda, required resources and advanced preparation, and the last, competitive issue. There is a good sales checklist reference that we found in internet that you can download below. It should cover all of your needs and you can modify it to suit your company’s style. And you must check whether all item in this template are match with your needs because your company should have more or less item.