This is where a system for inputting reports in a fixed format would be perfect for creating a valuable "client visits" database. A simple "daily report" system may suffice, but we think having a separate workflow for client visits, which can be inputted right after the visit is over, will eliminate omissions.
An SFA system can be useful for managing sales activities, but using a workflow system can also be beneficial for improving the quality of sales reports. The below workflow adds to the above workflow with a function for collecting comments from other members who were present during the visit.
