Log all your encounters with customers, keeping track of when customers were visited and the overall outcome of the visit.
Keep all relevant documents associated to the customer visit in one place – for example quotes and delivery notes.
Include relevant products individually and the associated notes that were part of the discussion on the particular visit.
Record the visit’s objectives and whether they were achieved or not.
Create Actions to responsible users that can attend to any disputes or appraisals.
Add contact details for everyone in the meeting
Include an overall report
Summarise your visit
Print the report