TCSAcctCallSalesAnalysis
ACME TRUCK SERVICING LTD
Customer Sales Calls Analysis for the period 01 Nov 2008 to 31 Oct 2009
From first account to last account, for all client managers, all salespersons, all locations, all call categories
Control account 130
For all call purposes, all call topics, all call outcomes, any status calls, ordered by account alpha key, analysed by purpose & outcome
ACCOUNT NAME
ACCOUNT
CLIENT MANAGER NAME
LOCATION CODE & DESCRIPTION
SALESPERSON CODE & NAME
CALL CATEGORY CODE & DESCRIPTION
Contact Name
Contacted By
Call Date
Call Purpose
Call Topics & Franchises
Call Outcome
Status
11480
Highways Freight Services Ltd
Garry Smith
102 - Chris Jones
CEN - Central Region
50 - Manawatu/Wanganui
Gerald Jones
Complete
12 Dec 2008
Garry Smith
FILTERS (D)
Submission of quote/tender
Quotation Accepted
Subject:
| Gerald rang to advise their acceptance of our quote for filter supply for 2009. Monthly deliveries are to |
| commence in Jan, around the 20th of each month. |
Gerald Jones
Complete
16 Feb 2009
Garry Smith
Regular call cycle contact
Customer Relationship
Subject:
Very busy with additional vehicles now operating out of the central depot. No issues at this point in time.
Gerald Jones
Complete
14 May 2009
Garry Smith
TRAILER
Regular call cycle contact
Customer Relationship
Subject:
| Discussed availability of discounts for bulk purchases of parts and components. Gerald has a particular interest |
| in trailer spares. |
Gerald Jones
Complete
14 Nov 2008
Garry Smith
FILTERS (D)
Regular call cycle contact
Quotation Requested
Subject:
| Last call for this year so delivered calendar and Xmas greetings. With additional vehicles here next year, |
| considering a standing order for filters, etc. |
Gerald Jones
Open
13 Aug 2009
Garry Smith
TRAILER
Regular call cycle contact
Quotation Requested
Subject:
| Gerald has reviewed the trailer spares listing, wants a quote for the items on it that he has identified that they |
| use regularly. |
11650
Rangitikei Transport Co
Garry Smith
102 - Chris Jones
CEN - Central Region
50 - Manawatu/Wanganui
Alan Clark
Complete
10 Mar 2009
Garry Smith
TRAILER (Z)
Submission of quote/tender
Quotation Accepted
Subject:
Alan called to advise their acceptance of trailer spares quote, commencing on 1st April 09.
Alan Clark
Complete
15 Nov 2008
Garry Smith
TRAILER (Z)
Regular call cycle contact
Customer Relationship
Subject:
| Last call for this year so delivered calendar and Xmas greetings. Alan advised that they will be introducing more |
| trailers into their fleet next year, and requested parts list for the spares that we can supply. |
Alan Clark
Complete
15 May 2009
Garry Smith
BRAKES
Regular call cycle contact
Customer Relationship
Subject:
| Discussed problems thay have had recently with the quality of some of the brake linings we have supplied. |
| Undertook to raise their concerns with our supplier. |
Alan Clark
Open
14 Aug 2009
Garry Smith
BRAKES
Regular call cycle contact
Customer Relationship
Subject:
Alan advised thare had been no further issues with brake linings. Business has been a bit slow over the winter.
Page 1 of 2
Printed on 07 Nov 2009 at 09:49 AM
TCSAcctCallSalesAnalysis
ACME TRUCK SERVICING LTD
Customer Sales Calls Analysis for the period 01 Nov 2008 to 31 Oct 2009
ACCOUNT NAME
ACCOUNT
CLIENT MANAGER NAME
LOCATION CODE & DESCRIPTION
SALESPERSON CODE & NAME
CALL CATEGORY CODE & DESCRIPTION
Contact Name
Contacted By
Call Date
Call Purpose
Call Topics & Franchises
Call Outcome
Status
11650
Rangitikei Transport Co (Cont.)
Garry Smith
102 - Chris Jones
CEN - Central Region
50 - Manawatu/Wanganui
Alan Clark
Complete
16 Feb 2009
Garry Smith
TRAILER (Z)
Regular call cycle contact
Quotation Requested
Subject:
More discussion with Alan on trailer spares, would like to do a deal on bulk purchases.
11900
Wanganui Transport Ltd
Garry Smith
102 - Chris Jones
CEN - Central Region
50 - Manawatu/Wanganui
Rob Brown
Complete
15 Nov 2008
Garry Smith
Regular call cycle contact
Customer Relationship
Subject:
Last visit for this year so delivered calendar and Xmas greetings.
Terry Jamieson
Complete
17 Feb 2009
Garry Smith
Regular call cycle contact
Customer Relationship
Subject:
Rob absent, been called away at short notice. Terry is not aware of any issues at present.
Rob Brown
Complete
15 May 2009
Garry Smith
Regular call cycle contact
Customer Relationship
Subject:
| Rob queried the availabilty of better discounts, particularly for bulk purchases of parts now they are considering |
| doing their own servicing. |
Rob Brown
Open
14 Aug 2009
Garry Smith
BRAKES (Z), FILTERS (Z)
Regular call cycle contact
Quotation Requested
Subject:
| Rob advised the "in house" servicing of vehicles is to go ahead, would like a quote for filters, brake components, |
| etc that we can supply. |
Page 2 of 2
Printed on 07 Nov 2009 at 09:49 AM