Marketing Call Report Procedure
The following steps are taken for processing ACI marketing call reports:
- After a qualified lead has been identified by the marketing department, the marketing person then writes a Marketing Call Report, which lists such information as what product or products the potential customer is interested in, who they are currently purchasing from, why they are interested in changing suppliers, what their annual usage is and what their target price is.
- The Marketing Call Report is then sent to the appropriate Principal and copied to the salesman whose territory the lead is in.
- Action items are scheduled and alarmed in our Contact Management Software (Goldmine) for follow up by either Customer Service or Outside Sales.
