You are on page 1of 7

Advantis

Sales Call Log


Call No. Client Company Date Time Notes

1 Ms. Saw Yu New Advantis 08/06/2018 16:00:00 PM PA to CEO

10
Advantis

Client Contact Information


Client Name Company Name Address
Room No(902/B), 9th Floor, City, County, Postcode Primary Phone Secondary Phone Email Address
Mahar Nawarat
Ms. Saw Yu New Advantis Condominium, 50th Street, Botahtaung, Yangon 95-09 421040770 sawyu.nwe@advantis.world
Between Maharbandula Road
& Merchant Road

Page 2 of 7
Advantis

Sales Call Checklist


Prior
Tick box
to call

Review client history

Review client employer history

Review priorities & sales strategy

Add item

Add item

Add item

Add item

Add item

Add item

Add item

Page 3 of 7
Advantis

Sales Call Checklist


Tick b First time calling

6/8/2018 Introduce with New properties.

Clear introduction

Add item

Add item

Add item

Page 4 of 7
Tick b First time calling

Add item

Add item

Add item

Add item

Add item

Page 5 of 7
Advantis

Sales Call Checklist


Tick box Sales information

Inspection at our function rooms and outdoor garden. Interested to do dinner at outdoor garden for 35 pax on 3 December 2018. Guests will be holding their seminar and
28-11-2018 staying at Pan Pacific this year, last year was at Pullman Hotel.

Add item

Add item

Add item

Add item

Add item

Add item

Page 6 of 7
Advantis

Sales Call Checklist


Tick boxFollow-up information

6/8/2018 Need to follow up inspection for long stay.

28-11-2018 Ko Aung Khine will follow up with her about the event.

Client preferences

Rescheduled contact?

Sale made?

Add item

Add item

Add item

Add item

Add item

Page 7 of 7

You might also like