Call Management
Testing Template
Sales Call Date
Operator
FARLEYSC - Farley's Cafeteria
Representative
Shawn Mathes
Distributor
VOWLFARM - VOWLES FARM FRESH FOODS
Call Type
1 - Cold Call
1 - Cold Call
2 - Follow-up
3 - Ad Lead
4 - DSR Lead
5 - Mfg WorkWith
6 - DSR WorkWith
7 - District Meetin
8 - Acct Maintenanc
9 - Feeding
A - Prod Cutting
B - Bid Review
D - Distrib Sls Mtg
E - Food Show
F - Show Setup
G - In house Pres
H - Equipment
J - Distrib Call
K - DSR Name
I - Meeting
L - Office Cleanup
M - Video Work
N - Food Show Prep
O - Home Office Work
P - Travel Time
Q - Vacation Day
R - Holiday
S - Medical Day
T - Personal Day
Notes
Test call 1/14/2020
Principal
Product
Action
Qty Sold
Wky Usage
New Item
Notes
Follow Up
Action
WHEATMON - WHEAT MONTANA FARMS & BAKERY
5246 - 1/2" SLCD WHEAT BREAD
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WHEATMON - WHEAT MONTANA FARMS & BAKERY
5456 - 2" SLCD CORN MEAL SLIDER BUN
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WHEATMON - WHEAT MONTANA FARMS & BAKERY
5426 - 4" SLCD CORNMEAL SPLIT TOP HAMB BUN
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WAMP - Wampler's Farm Sausage Co. Inc
20845 - Whole Hog Raw Sausage Patty 96/2z
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
MCCA - McCall Farms
04451 - Bruce's Mashed Yams - No Sugar Added
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
MOONEY - MOONEY FARMS
11030 - 1/85 OZ.-BELLA SD NAT. TOP-JUL
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
MOONEY - MOONEY FARMS
77068 - 6/68 OZ.-JULIENNE CUT-SEASONED
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WAMP - Wampler's Farm Sausage Co. Inc
91807 - Rest Pride Sausage Patty 2oz 3.5"
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
WAMP - Wampler's Farm Sausage Co. Inc
B65402 - Sausage & Biscuit Twins 60/2.75oz
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
JONEDAIR - JONES DAIRY FARM
018544 - FC & BRN .8 MPL S/L SAUS LNK 200 CT
No Sale
Sale
Sales Meeting
Follow Up
Presentation
Marketing Meeting
District Meeting
Sales Blitz
Food Show
Product Training
Competitive Cutting
Complaint
Protect Base
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