Sales call report

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Sales representative

  For example: Hamza Idrissi

• Customer or prospect

  For example: Harbor Hotels Group

• People met

  For example: Maria Costa, Purchasing Manager Jonas Weber, Head Chef

• Date

  For example: 9 May 2030

• Type of contact

• Goal of the call

  For example: Present the new bread range and ask for a trial order.

• What was discussed

  For example: They plan to replace their bread supplier by autumn. Quality and early delivery before 6:00 matter most. They liked the sourdough and seeded rolls.

• Customer needs and pain points

  For example: Delivery before 6:00 every day Fewer returns on stale bread One invoice for all 5 hotels

• Objections and our answers (optional)optional

  One row for each objection.

  For example: Price is 8 percent above current supplier | Explained the lower waste and offered a 3-month price review

• Competitors mentioned (optional)optional

  For example: Current supplier: Metro Bakers

• What each side agreed to do

  For example: We: send a quote and samples by Friday They: confirm the trial week and tell us the order sizes

• Next step and date

  For example: Trial delivery to the main hotel on Monday 20 May

• Deal outlook

• Currency

  For example: EUR

• Estimated yearly value (optional)optional

  For example: 85,000

1. 11. People met
2. 22. Goal of the call
3. 33. What was discussed
4. 44. Customer needs
5. 55. Objections
6. 66. Agreed actions
7. 77. Outlook

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Sales representative, Customer or prospect, People met, Date, Type of contact. 3 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish.

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