# Sales Call Report Template, Free Source: https://nerix.ai/templates/sales-call-report Record a sales call or visit: people, needs, objections, promises and the next step. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/sales-call-report) ### Sales call report **Sales representative:** Hamza Idrissi **Customer or prospect:** Harbor Hotels Group **Date:** 9 May 2030 **Type of contact:** Type of contact ## 1. People met Maria Costa, Purchasing Manager Jonas Weber, Head Chef ## 2. Goal of the call Present the new bread range and ask for a trial order. ## 3. What was discussed 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. ## 4. Customer needs Delivery before 6:00 every day Fewer returns on stale bread One invoice for all 5 hotels ## 5. Objections | Objection | Our answer | | Price is 8 percent above current supplier | Explained the lower waste and offered a 3-month price review | **Competitors mentioned:** Current supplier: Metro Bakers ## 6. Agreed actions We: send a quote and samples by Friday They: confirm the trial week and tell us the order sizes **Next step:** Trial delivery to the main hotel on Monday 20 May ## 7. Outlook **Deal outlook:** Deal outlook **Estimated yearly value:** 85,000 EUR Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A sales call report to record each customer call or visit: who was there, needs, objections, commitments, next step and deal outlook. Word or PDF. 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](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 15 details. The document fills itself in as you type. - ### 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 Sales and marketing ## What is inside The parts of this document, in order. - 1 1. People met - 2 2. Goal of the call - 3 3. What was discussed - 4 4. Customer needs - 5 5. Objections - 6 6. Agreed actions - 7 7. Outlook Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=sales-call-report) ### Was this template helpful? Sales and marketing ## Questions people ask ### 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. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. 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Sales and marketing](https://nerix.ai/templates/customer-churn-review) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)