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Write an activity report

Every six months, you should write a report on market conditions and your business proposal against your competitiors. Here is a list of themes to be studied:

1 Sales

Situation and economic evolution of your sales territory
Sales trends
Evaluation of development opportunities

2 Targets

Inventory of your customers : creation, expansion, merger, bankruptcies
Changing requirements in the different buyer categories
Number of prospects visited
Number of leads captured
Prospecting methods

3 Offers

Products pushed or abandoned
Problems due to in-house errors or market conditions
Marketing strategy suggestions for new product development
Customer service evaluation (delivery, etc...) and customer monitoring
Congratulations, claims, customer suggestions

4 Organization

Criticism of the administrative record of the order, invoice, payment
Suggested improvements: procedures, methods
Evalutation of communication strategy and sales promotion
Suggestion for motivating the sales force: training, bonuses

5 Competition

Products and strategies of competitors (pricing policy, sales pitch,..)
Reason for loss of customers