Prospect information file template
A large part of the sales process is making sure that you have recorded and stored information on all of your prospects, in a safe and efficient manner. For many businesses, this will be in the form of an online service such as Salesforce, although often a simple document – such as the one included here – will suffice.
There are many different ways of recording prospect information, but the most important rule for prospecting is that you have all of the information at your fingertips in order to give or receive sales and marketing information.
Microsoft Office, Salesforce and many other sales and business advice websites offer downloadable templates for the storage of prospect information.
However you decide to store this prospecting information, remember that the more data you have on hand, the better prepared you will be to make the call, provide the information required or make the sale.
A simple table, such as the one provided in the resource document, provides a practical guide to what you should include. If your company has a Customer Record Management system (CRM) make sure that you are familiar with it and that it is regularly updated.