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客户拜访记录表(范例)Sales Visit Record FormFiller•••Visited CustomerMeihua DateVisit Date: June 10th, 2014 at 9:30 amJune 11th, 2014Shenzhen Minghaiyun Electronic Data Exchange Co., Ltd.I. Customer n nCustomer Category: State-owned Enterprise, Customs BusinessCustomer Service Manager: FuInterviewee:Job n:(Customer n should include basic company n, such as enterprise nature and scale)Main Business: Logistics are development, ___ nCustomer n:Company Nature: State-owned EnterpriseCurrent Products: ___ (AMTRIX), ED1-BOOK1 NG Project, Yard ASP Project, ___ Message EDI Electronic n System, Shenzhen Yantian Port Area Shipping Container Fast Clearance System, ___ n and Filing System, ___ Port Shipping Manifest Data n System, Shenzhen Port n Fee n System, Shipping Container Route Statistics System, ork n Electronic Customs n System, Export Processing Zone Approval Platform, Logistics and Supply Chain System, Electronic Payment System, Logistics Interactive n Platform.II. Visit n(Customer n)Visit Reason: The customer was introduced by Huang Zheng, but there was only ___, we did not understand the customer's ___ understand the customer's real needs, we contacted the customer through the CRM system and arranged a meeting for June 10th at 9:30 am ___.Customer Source: ___Contact n: Unknownn Type: Customer ManagerParticipating ___:Sales Representative:Meihua Contact n:III. Customer NeedsCustomer ManagementProduct Management1. ___ n, sales orders, customer complaints, service n, and payment n through customer nThis is a standard n of CRM.Main Needs:1. Market IntelligenceRecord feedback from the market, sales, and customer service, such as customer complaints and needs, and follow up on the progress of the feedback, such as whether it has been processed, needs processing, processing is ongoing, planned n time, delay reasons, etc.2. nnaire SurveyMarket Marketing___: provide us n types, such as single choice, multiple choice, open-ended ns, and ___ send them to potential customers for market research. It can also ___ bank can be set up, and users can ___.3. Market Activity ManagementProvide maintenance of market activity n, target customers, participants, usage budget, activity expenses (details), effect n, etc. Provide life cycle management of market activities and track the entire process of market activities.。
客户拜访记录模板
日期：（填写拜访日期）
拜访对象：（填写拜访对象名称）
地点：（填写拜访地点）
拜访目的：（简要描述本次拜访的目的和意义）
1. 背景介绍
（介绍拜访对象的背景信息，包括公司/机构名称、行业领域、主要业务等）
2. 会议概要
（描述会议的主要内容和议题，包括会议进行的时间、地点、参与人员等）
3. 拜访内容
（详细记录拜访过程中的对话和讨论，包括客户的需求、关注点、问题等）
4. 结果总结
（总结本次拜访的结果，包括达成的共识、解决方案、下一步行动计划等）
5. 客户反馈
（记录客户对本次拜访的反馈和意见，包括对产品/服务的评价、改进建议等）
6. 后续跟进
（列出下一步的跟进计划和时间表，以及分工和责任）
7. 需求评估
（根据拜访内容和客户反馈，对客户的需求进行评估和分析，包括
可行性、资源需求等）
8. 拜访总结
（简要总结本次拜访的收获和教训，以及对以后类似拜访的启示和
建议）
备注：
（如有其他需要补充的信息，请在此处记录）
以上为客户拜访记录，仅供参考。
根据实际情况和拜访对象的要求，可适当调整格式和内容。
