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SOP Sales Trip Report PROCEDURE

The document provides guidelines for a sales trip report template. It details steps for preparing objectives, studying the account profile, and collecting key data. The template requires contact details, meeting information, past revenue figures, and suggestions for improving business and follow up actions.

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Simon Degrelle
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193 views

SOP Sales Trip Report PROCEDURE

The document provides guidelines for a sales trip report template. It details steps for preparing objectives, studying the account profile, and collecting key data. The template requires contact details, meeting information, past revenue figures, and suggestions for improving business and follow up actions.

Uploaded by

Simon Degrelle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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SALES STANDARD OPERATING PROCEDURE “SOP”

SOP TITLE: Sales Trip Report

GUIDELINES

SOP NO.:

AUDIENCE: Sales Team

Author: Approved by:


XXX, General Manager
Simone Berti- Director of Business Development
Date: 04 April 2020 Date:

OBJECTIVE

 To gives an overview of the state of the sales activities , and move the sales strategy in the
right direction.
 To understand what actions need to be taken to improve the sales performance.
 To understand the market trends.

STANDARD

 All team members must adhere to the guidelines detailed in this document.
 Final approver is the DOSM

SCOPE

This document details the standard template to be used to produce a complete sales trip report

Shangri-La’s Villingili Resort & Spa, Maldives


Villingili Island, Addu Atoll, Republic of Maldives
Tel: +960 689 7888, Email: [email protected]
www.shangri-la.com/maldives
PROCEDURE - Following steps to be followed:

Sales Trip Report

Before the Meeting :

1. Set objectives: The success of the sales call is highly dependent on the clarity of the objectives
you want to discuss with the partner.

2. Study/Review the T.O. profile : website , statistic , previous meetings notes , marketing
investment.

 Prepare one Excel chart with all the below data :

 Contact details of the person who are you meeting : Name, title, e-mail address.
 Day and time of the visit.
 Type of meeting : product training- product meeting-trade show – entrainment.
 Figures : Rns,RRV,Tot Rev of the past 3 years + OTB of the current year.
 Account Status : new , prospective, contracted partner , dmc , mice agency.
 Marketing expenses if any.

Agent Name Destinology


Date 26-03-2020 - 10.30
Location Bolton – Destinology HQ
Main Contact Deborah Wadhams - Product Manager IO
(name and Title)
Other Participants Lauren Hoyles - Product Executive IO
Reservation Team 10 partacipants
Type of Meeting Product Meeting + Product Training
Type of Account Key Account

2017 2018 2019 2020


Nights ADR Room Rev Total Rev Nights ADR Room Rev Total Rev Nights ADR Room Rev Total Rev Nights ADR Room Rev Total Rev
Destinology Ltd 36 $ 372 $ 13,379 $ 32,248 87 $ 537 $ 46,735 $ 78,910 171 $ 348 $ 59,585 $ 104,296 139 $ 672 $ 93,424

 Highlights of the meetings :

Basic information you should always collect are : general market trend, competitors trend , marketing opportunities.

 Suggestion :

List important suggestions based on the meeting : what we can do to improve the relationship
with the account, how to improve the business.

 Action to be Taken and Follow up :

Shangri-La’s Villingili Resort & Spa, Maldives


Villingili Island, Addu Atoll, Republic of Maldives
Tel: +960 689 7888, Email: [email protected]
www.shangri-la.com/maldives

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