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The Best Trip Report Form For Tracking Your Customer Visits and Meetings

Download this readily available travel report format & track all your customer visits. This sample trip report form helps to note and track all your observations on a trip

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About this course

description
lessonOverview

This is a form you can use to document what you've observed and accomplished on a trip, be it domestic or overseas. Use it to keep track of customer visits and meetings.

You can modify this to suit your own requirements. The main categories we've included in this are: Country; Principal(s); Facility Description; Competitors; Suppliers; Products; Related Companies; Requested Credit Line; Requested Terms; Sales; and Personal Observations

For details on how and why a very experienced credit pro uses this form.

 

 
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
Collections Prioritization
10 Collection Negotiations Tips to Deal With Delinquent Customers		 A comprehensive guide to deal with delinquent customers during collection calls. Also, achieve negotiated payment settlements and resolve payment issues with your customers.
https://academy.highako.com/collection-negotiations-tips-to-deal-with-delinquent-customers		  
Deductions Resolution
Negotiation Strategies to Deal with Difficult Customers		 Learn how both verbal skills and writing may be more critical to the final settlement outcome than the information itself.
https://academy.highako.com/the-art-of-communication-negotiation		  

 

About this course

description
lessonOverview

This is a form you can use to document what you've observed and accomplished on a trip, be it domestic or overseas. Use it to keep track of customer visits and meetings.

You can modify this to suit your own requirements. The main categories we've included in this are: Country; Principal(s); Facility Description; Competitors; Suppliers; Products; Related Companies; Requested Credit Line; Requested Terms; Sales; and Personal Observations

For details on how and why a very experienced credit pro uses this form.

 

 
instructor
name title image description Ins
Credit Today www.credittoday.net      
related
image tag title description link contentType
Collections Prioritization
10 Collection Negotiations Tips to Deal With Delinquent Customers		 A comprehensive guide to deal with delinquent customers during collection calls. Also, achieve negotiated payment settlements and resolve payment issues with your customers.
https://academy.highako.com/collection-negotiations-tips-to-deal-with-delinquent-customers		  
Deductions Resolution
Negotiation Strategies to Deal with Difficult Customers		 Learn how both verbal skills and writing may be more critical to the final settlement outcome than the information itself.
https://academy.highako.com/the-art-of-communication-negotiation