Visit reports: These 5 pieces of information should definitely not be missing

Visits to customers are essential for salespeople to build a good relationship with customers and increase sales. But the visit report should not be neglected either. It is a crucial document for the company to be able to optimally serve the customer. In this blog post, we present you the 5 most important pieces of information that should not be missing from a visit report.

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5 essential pieces of information

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1. Date and place of visit

Let's start with the basic data: The visit report should always start with the date and location of the visit. It is therefore always clear when the visit took place and where it was carried out. A clear time and location allows the company to keep an eye on the activities of sales representatives.

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2. Information about the customer

It is important that the visit report includes information about the customer that the sales representative visited. This also includes a brief description of the client's job and the position in which he works in the company. This information provides the company with important insights into customer needs and can help the company make tailor-made offers.

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3. Topics discussed

A visit report must also describe which topics were discussed with the customer. Both positive and negative points should be listed. For example, it could be mentioned which aspects were particularly well received by the customer or which problems the customer had. The points listed help the company better understand the customer's needs.

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4. Next steps

In his report, the sales representative should also record the next steps that he has agreed with the customer. This may include, for example, the next appointments or the handing over of documents. A clear agreement on the next steps ensures that the customer will continue to receive optimal support in the future.

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5. Conclusion and evaluation

Each visit report should be concluded with a conclusion and an evaluation. This is about summarizing and evaluating the conversation with the customer. In particular, whether the sales target has been achieved or whether further steps are necessary. A clear assessment gives the company important insights into how it can work better with the customer in the future.

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conclusion

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Visits to customers are an important part of the sales process. But without a visit report, the valuable information from conversations with customers can be lost. A good visit report contains all important information that helps the company to better understand the customer and provide him with tailored support. Therefore, don't forget to include in your reports the date and location of the visit, information about the customer, topics discussed, next steps, and a conclusion and evaluation.

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