Customer Contact Form Customer_Contact_Form The purpose of this form is to standardize our sales teams' method of conducting routine calls. 1.) Customer (Company) Name* 2.) Contact (Individual) Name* First Last 3.) How is business for your company?* Improving / Increasing Flat / No Significant Changes Declining / Decreasing 4.) Are there any new projects, parts, or orders on the horizon?* Yes, new project. Yes, new parts. Yes, new orders for existing product / parts. Nothing right now. This question is to lead into what we can do for the customer, for the following question.5.) Is there anything we can do for you in the near future, whether new or something we made before?* Yes, we need to place an order for something TMS has made before Yes, we need a quote for something TMS has made before Yes, quote a new part / project. Nothing at this time. Other (Add to notes in text box below) 6.) Notes on what we can do for the customer from previous question.7.) What does the customer want and or already buy from TMS? Standard Products - Hoppers, LIds, Cups, etc. Standard Products - Customized to customer requirements Cleanline Products Services - Deep drawing / press Services - Metal spinning Services - Rolled and welded cylinders, ring, cones Services - Welded assemblies 8a.) In your opinion, what ways has TMS been doing well for you recently?* Pricing is competitive. Quoted lead times are competitive. Quality delivered meets or exceeds customer expectations. On time delivery meets or exceeds customer expectations. Customer Service meets or exceeds customer expectations. Not satisfied with anything. 8b.) Notes on what we been doing well for customer.9a.) In your opinion, how should TMS improve based on recent performance?* Pricing needs to be more inline with competitors. Pricing if improved, we would place more orders. If quoted lead times improved, we would place more orders. Quality delivered does not meet our needs and expectations. On time delivery does not meet customer needs and expectations. Customer service needs to me more responsive. Customer service needs to be more friendly. Nothing needs improvement. 9b.) Notes on how TMS can improve.10.) General call notes.11.) How was the contact's attitude during the call? Positive Neutral Negative 12.) Attach any documentation you would like to attach that could be useful, such as anything that was reviewed during the discussion.Max. file size: 8 MB.13.) TMS sales person making call.* Jeff Earley Maggie Shaffer Craig Fankhauser
