Pre Call Planning
Quick and effective, all within SalesForce.com
Conducting a sales call on prospects and customers without a game plan is a sure way to produce poor sales results. You are likely to miss opportunities you could have won and take longer to win others. If your sales people have ever come back to the office wishing they had asked just one more question, then they did not plan their sales call.
Pre-Call Planning, a free application for SalesForce.com users, guides pre-call planning and ensures your team takes full advantage of every opportunity during every sales call. Pre-Call Planning sales call planning templates:
- Establish and document clear call objectives
- Lay-out action, outcome and next-step planning
- Document what needs to be learned and communicated during sales calls
- Plan what to provide the customer and what to ask for