出差拜访客户登记表

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.。

以下是一个出差客户总结表格模板，你可以根据实际情况进行调整和完善：
客户名称拜访时间拜访目的沟通结果后续跟进
客户 1
客户 2
客户 3
...
在这个模板中，你可以按照实际出差拜访的客户情况进行填写，包括客户名称、拜访时间、拜访目的、沟通结果以及后续跟进等信息。

通过这个表格，你可以清晰地总结每个客户的拜访情况，并为后续的业务拓展和客户关系维护提供参考。

记得在填写完表格后，及时进行分析和总结，以便更好地制定下一步的工作计划。

客户来访登记表模板
# 客户来访登记表模板
## 1. 客户信息
- **姓名：**
- **公司：**
- **职位：**
- **联系电话：**
- **电子邮件：**
## 2. 来访事由
- **目的：**
- **预计时间：**
- **具体要求：**
## 3. 非保密条款
请填写下面信息以确认您同意非保密条款：
- [ ] 我同意在访问期间不获取任何机密信息。

- [ ] 我同意保持访问期间的机密性和实施适当的措施。

- [ ] 我同意我不会泄露任何机密信息给未经授权的人或机构。

- [ ] 我同意访问期间按照公司的规定行事并遵守公司政策。

## 4. 安全注意事项
请注意以下安全事项：
- 在现场保持安全，遵守公司安全规定。

- 无论何时都不要将访客凭据泄露给其他人。

- 不要与其他未经授权人员共享您在公司内部的位置和活动信息。

## 5. 签名
> 请在以下空白处签名以确认您已仔细阅读并同意上述条款和条件。

___
**客户签名：** __________________________
**日期：** __________________________。

客户拜访表单模板日期：XXXX年XX月XX日
客户名称：[XXXXX]
客户联系人：[XXXXX]
联系电话：XXX-XXXX-XXXX
地址：[XXXXX]
本次拜访目标：
1. 了解客户需求，提供专业的产品/服务建议。

2. 商讨合作意向，探讨长期合作方案。

3. 处理客户疑问，提升客户满意度。

拜访详细记录：
1. 客户对公司及产品的初步了解和认知情况。

2. 客户的实际需求和关注点。

3. 针对客户需求，提供的产品/服务方案和优势介绍。

4. 商讨合作意向，确定下一步行动计划。

5. 其他事项及备注。

下一步计划：
1. 在XXXX年XX月XX日前，向客户发送正式的合作方案和报价。

2. 在XXXX年XX月XX日前，与客户商定合作细节并签署合同。

3. 其他待定事项。

备注：在本次拜访中，客户表现出对公司及产品的浓厚兴趣，并对我们的服务给予了高度评价。

客户表示愿意进一步深入了解并探讨合作可能性。