TCSAcctCallSalesSumm
Customer Sales Call Summary
ACME TRUCK SERVICING LTD
From first account to last account, all client managers, all call categories, all call topics
All control accounts
Any status calls dated from 01 Jan 2008 to the end, excluding call notes, ordered by account alpha key
Account Name
Account
Location Address
11480
Tel Number: (06) 358-1001
Manager: Garry Smith
Category: Manawatu/Wanganui
Highways Freight Services Ltd
Call Date:
15 Feb 2008
Contact:
By:
Garry Smith
Gerald Jones
Status:
Complete
CALLS - Call Areas/Call Frequencies
Topics:
Subject:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. Gerald welcomed the opportunity to discuss our product offerings, but would like to see |
| service department personnel visit as well. |
Action:
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
15 May 2008
Contact:
By:
Garry Smith
Gerald Jones
Status:
Complete
PRICES - Product Pricing/Discounting, TRAILER - Trailer Parts/Components
Topics:
Subject:
| Discussed availability of better discounts for bulk purchases of parts and components. Gerald has a |
| particular interest in trailer spares. |
Action:
22 May 2008
Confirm discount arrangements in writing.
Call Date:
14 Aug 2008
Contact:
By:
Garry Smith
Gerald Jones
Status:
Complete
Subject:
| Gerald more than happy with discount arrangement. Advised that likely to be 4 or 5 more vehicles |
| operating out of central depot next year. |
Call Date:
14 Nov 2008
Contact:
By:
Garry Smith
Gerald Jones
Status:
Complete
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
QUOTE
Product Franchise Topics:
FILTERS - Air Fuel & Oil Filters, PRICES - Product Pricing/Discounting
D
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. |
Action:
20 Nov 2008
Prepare quote for monthly filter shipments.
Call Date:
12 Dec 2008
Contact:
By:
Garry Smith
Gerald Jones
Status:
Complete
Franchise Call:
Outcome:
Purpose:
Manner:
PHONE
QUOTE
SALE
Product Franchise Topics:
FILTERS - Air Fuel & Oil Filters
D
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. |
Call Date:
16 Feb 2009
Contact:
By:
Garry Smith
Gerald Jones
Status:
Open
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
ONGOING
Subject:
| Thanked Gerald again for filter deal. Very busy with additional vehicles now operating out of the central |
| depot. |
11650
Tel Number: (06) 325-1165
Manager: Garry Smith
Category: Manawatu/Wanganui
Rangitikei Transport Co
Call Date:
14 Feb 2008
Contact:
By:
Garry Smith
Alan Clark
Status:
Complete
CALLS - Call Areas/Call Frequencies, BRAKES - Brake Parts/Components
Topics:
Subject:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. Alan requested parts list for brake parts spares, etc. |
Page 1 of 3
Printed on 18 Feb 2009 at 04:38 PM
TCSAcctCallSalesSumm
Customer Sales Call Summary
ACME TRUCK SERVICING LTD
Account Name
Account
Location Address
11650
Rangitikei Transport Co (Cont.)
Call Date:
14 Feb 2008
Contact:
By:
Garry Smith
Alan Clark
Status:
Complete
Action:
18 Feb 2008
Send brake parts catalogue to Alan.
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
16 May 2008
Contact:
By:
Garry Smith
Alan Clark
Status:
Complete
BRAKES - Brake Parts/Components
Topics:
Subject:
| Discussed problems they have had recently with the quality of some of the brake linings we have supplied. |
| Undertook to raise their concerns with our supplier. |
Action:
20 May 2008
Contact Australian Brake Corp re linings quality.
Call Date:
15 Aug 2008
Contact:
By:
Garry Smith
Alan Clark
Status:
Complete
Subject:
| Alan advised that there had been no further problems with brake linings. Business has been a bit slow, but |
| some promising opportunities anticipated in the new year. |
Call Date:
15 Nov 2008
Contact:
By:
Garry Smith
Alan Clark
Status:
Complete
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
ONGOING
Product Franchise Topics:
TRAILER - Trailer Parts/Components
Z
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. |
Action:
20 Nov 2008
Send trailer spares catalogue to Alan.
Call Date:
16 Feb 2009
Contact:
By:
Garry Smith
Alan Clark
Status:
Open
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
QUOTE
Product Franchise Topics:
PRICES - Product Pricing/Discounting, TRAILER - Trailer Parts/Components
Z
Subject:
Discussion with Alan on trailer spares, would like to do a deal on bulk purchases.
Action:
20 Feb 2009
Prepare quote for bulk supply of trailer spares per Alan's list.
11900
Tel Number: (06) 553-1001
Manager: Garry Smith
Category: Manawatu/Wanganui
Wanganui Transport Ltd
Call Date:
14 Feb 2008
Contact:
By:
Garry Smith
Rob Brown
Status:
Complete
CALLS - Call Areas/Call Frequencies
Topics:
Subject:
| Introductory call to advise we now hope to visit our out of town customers on a regular, probably 2 or 3 |
| monthly basis. |
Action:
20 Feb 2008
Phone and ascertain call preference, ie. 2 or 3 monthly.
Call Date:
16 May 2008
Contact:
By:
Garry Smith
Rob Brown
Status:
Complete
PRICES - Product Pricing/Discounting
Topics:
Subject:
| Rob queried the availability of better discounts, particularly for any bulk purchases of parts now they are |
| doing most of their own servicing. |
Action:
22 May 2008
Present discount proposals in writing.
Call Date:
15 Aug 2008
Contact:
By:
Garry Smith
Terry Jamieson
Status:
Complete
Subject:
Rob absent, been called away at short notice. Terry not aware of any issues at present.
Page 2 of 3
Printed on 18 Feb 2009 at 04:38 PM
TCSAcctCallSalesSumm
Customer Sales Call Summary
ACME TRUCK SERVICING LTD
Account Name
Account
Location Address
11900
Wanganui Transport Ltd (Cont.)
Call Date:
15 Nov 2008
Contact:
By:
Garry Smith
Rob Brown
Status:
Complete
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
ONGOING
Subject:
Last visit for this year so delivered calendar and Xmas greetings.
Call Date:
17 Feb 2009
Contact:
By:
Garry Smith
Rob Brown
Status:
Open
Franchise Call:
Outcome:
Purpose:
Manner:
VISIT
GENERAL
ONGOING
Subject:
Business steady. Rob still happy with the pricing they are now getting.
Page 3 of 3
Printed on 18 Feb 2009 at 04:38 PM