Pre Call Plan

Quick and effective template within Salesforce

Conducting a sales call on prospects and customers without a game plan is a sure way to produce poor sales results. Have your sales people ever come back to the office wishing they had asked just one more question or said something more effectively?

Pre Call Plan, a free sales call planning template for Salesforce users, guides pre-call planning and ensures your team takes full advantage of every sales call. It helps them:

  • Establish and document clear call objectives
  • Lay-out the plan for sales calls
  • Document what to learn and communicate during sales calls
  • Plan what to provide the customer and what to ask for

Pre Call Plan works with Salesforce: Professional, Enterprise, Unlimited/Performance.