Hotel Sales Call Report

What is Hotel Sales Call Report?

A Hotel Sales Call Report is a comprehensive document that provides a detailed record of sales calls made by hotel sales representatives. It includes information about the client, the purpose of the call, key discussions, action items, and follow-up plans. This report helps the hotel management track sales activities, measure the effectiveness of the sales team, and identify potential leads for future business opportunities.

What are the types of Hotel Sales Call Report?

There are different types of Hotel Sales Call Reports based on the purpose and nature of the sales call. Some common types include:

Prospecting Calls: These are initial calls made to potential clients to introduce the hotel's services and generate interest.
Follow-up Calls: These calls are made to follow up on previous interactions and maintain a relationship with the client.
Negotiation Calls: These calls involve negotiating terms, rates, and contracts with potential clients.
Closure Calls: These calls aim at closing a deal, finalizing the contract, and securing the business for the hotel.

How to complete Hotel Sales Call Report

Completing a Hotel Sales Call Report is important to ensure accurate and organized documentation of sales activities. Here are the steps to complete the report:

01
Start by entering the date and time of the sales call.
02
Provide details about the client, including their name, contact information, and any relevant background information.
03
Describe the purpose of the call and the goals you aim to achieve.
04
Document key discussions, including important points discussed and any specific requests or requirements mentioned by the client.
05
Note down action items identified during the call, assigning responsibilities and setting deadlines.
06
Outline the follow-up plans, including the next steps to be taken and the timeline for further communication.
07
Review and proofread the report for accuracy and completeness.
08
Submit the report to the appropriate department or supervisor for review and record-keeping.

pdfFiller empowers users to create, edit, and share documents online. Offering unlimited fillable templates and powerful editing tools, pdfFiller is the only PDF editor users need to get their documents done.

Video Tutorial How to Fill Out Hotel Sales Call Report

Thousands of positive reviews can’t be wrong

Read more or give pdfFiller a try to experience the benefits for yourself
4.0
A very useful tool for paperless office work.
A very useful tool for paperless office work. It helps me to save paper and electricity by not using physical papers for my office documents. I do most of my office work online only with the help of this software. It allows me to get e-signatures on my office documents. Being a cloud based program it allows me do all my pdf related work online only. I don't find auto save feature in this application. I had to lose my unsaved work many time when I closed my system accidentally.
Nivedita J.
4.0
Negates deciphering handwriting When filling out or reading an application or so...
Negates deciphering handwriting When filling out or reading an application or some other such document, it is hard to manage legibility. The ability to type directly into the fields of a PDF is a valuable option to avoid that. I wish you didn't have to create an account to use it. It would be better in my opinion if you could use the software with out having to do that.
Stacie V.
5.0
PDFfiller has been great to work with!
PDFfiller has been great to work with! It has made it easier in running my business being able to send documents to clients and have them fill it out online and submit.
Francisco N.

Questions & answers

My name is [agent's name], and I am calling from [company's name]. I am reaching out to you because we have prepared a good offer for your needs, and you may be interested to hear the details. If you want to get to know more about it, please call me back. Once again, it's [agent's name] from [company's name].
What should be included in sales call reporting? Contact, Title, and Company. Contact Phone Number. Prep Notes, Call Plan, and Call Purpose. Call Date, Time, and Duration. Call Summary and Results. Follow-Up Date. An Analysis of the Call. Required Materials for Follow-Up.
How do you write a sales report? Determine the audience and purpose for the report. The first and most important step in creating a sales report is knowing who you're creating it for and what they need to learn from the report. Select a specific time period. Collect relevant data. Explain the data. Make it eye-catching.
4 Elements of Any Good Sales Call Set a goal for the number of calls you want to make per day. Worry about what you can learn rather than what you will say. Focus on how your product or service can help instead of what it does. Ask for the sale on every call.
Daily Sales Call Report The name of the sales representative. The times of the day where the sales call activities has been done. The region that is assigned to the sales representative or agent. The sales manager or the immediate head of the sales person. The different sales calls being done in a particular time period.
What should be included in sales call reporting? Contact, Title, and Company. Contact Phone Number. Prep Notes, Call Plan, and Call Purpose. Call Date, Time, and Duration. Call Summary and Results. Follow-Up Date. An Analysis of the Call. Required Materials for Follow-Up.