Sales Call Planning and Call Review Process

Sales Call Planning and Call Review Process

by YourBoard | The Science of Business

Sales Call Planning and Call Review Process Video Description

This video will help teach you the Sales Call Plan and Review process.

Frequently Asked Questions

What are some important steps of the Sales Call Plan and Review Process?

When customer visits are books, record them in the week they were booked.  Each week, review the previous week’s calls to download information and list the needs that may have developed as a result of the customer visit.  Also, at the same weekly meeting each sales person shows his planned calls for the current or coming weeks and makes any support request for information or materials needed for those confirmed customer visits.

What is the purpose of the Call Plan and Review Process?

It is designed to determine if the right things are being done in marketing to create both leads for sales and a positive environment of product awareness to sell within.

Related Media