Download the free sales call report template Excel and/or Google Sheets document. Read on to learn why a sales call report is important and how to use it.
A sales call report is a simple tool that can profoundly impact your numbers. If you’re not currently using a repeatable sales call report, you’re likely not hitting your potential. It’s the foundation of structuring your time to be a better sales rep.
- Follow-up tracking: Field sales reps average 15 to 25 visits a week, with some reps hitting 100 weekly visits. Writing down, or worse yet, trying to remember all of your follow-ups is bound to lose track of opportunities that could have become sales.
- Time management: Better time management directly creates more sales calls. More sales calls create more sales. By tracking when you complete calls, you’ll be able to identify areas where you can save time and find and eliminate inconsistencies in your schedule.
- Weekly call reports: Many employers require their field sales reps to send in weekly or biweekly call reports. It’s common for reps to procrastinate sending them in, often because it’s a burden going back through their schedules to find visits. Managing a call report you’re updating at least a couple times a day saves you time and gives you a ready-made file to email your boss.
- Stronger customer relationships: You’ll be able to pull up and filter your notes by customer/account. Remembering little details builds rapport and brings key details that could result in future sales to the forefront.
- Creating a repeatable, scalable, and predictable process: The right sales process consists of these three things. A repeatable process means you can go back to it again and again and get results. Making a scalable process means that you can grow on it, find new opportunities to iterate and improve the process, and get results that increase proportionally. A predictable process is one you can depend upon to consistently hit an expected outcome in the future. These three concepts lay the foundation for incredible success.
RepMove is the next level
Once you’ve begun seeing results with a sheet-based sales call report template, you’ll eventually hit a ceiling. That’s where you scale into a tool like RepMove. Starting at about $16.58 per month (billed annually), you’ll get access to tools that can significantly impact your numbers.
You’ll have a complete mobile CRM in your pocket. You can take notes on every visit in seconds with talk-to-text. These will always be available on your account records in the app. You’ll build faster sales routes that are optimized for quick travel between locations. This will save time so you can add more visits to your days. You can also create follow-up tasks that get added to your calendar. Check out everything you can do with RepMove’s mobile app.
Download our app on iOS or Android and start a 7-day free trial now.
If you manage a team, or want access to RepMove’s web-based desktop CRM, you’ll also gain sales pipeline and deals management and territory management functions, in addition to other key features.
Reach out to our sales team to get a demo and start a free pilot now.
