How to Ensure Employees Report Client Meeting Results in a Standardized Format

🤔 Our company requires employees to share their client meeting results.

Currently, employees share meeting outcomes via messaging apps or phone calls. However, without a standardized format, these results are not being properly documented.

Is there a way to ensure employees report meeting results in a structured format?

🙆‍♂️ Want employees to submit meeting reports in a consistent format? Shopl makes it possible!

With Shopl's [Report] feature, managers can create predefined templates for employees to submit structured meeting reports. Employees can conveniently report meeting results via mobile using the assigned format.

Streamline your client meeting reporting process with Shopl today!

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1. Streamline Client Meeting Reports with Shopl!

▪︎ Easily Create Custom Report Templates

Set up structured [Report] templates to capture essential details from client meetings effortlessly.

Shopl’s [Report] feature supports multiple input types, including multiple-choice, checklists, text fields, and signatures. Managers can customize reports to align perfectly with company needs.

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Additionally, Shopl provides real-time notifications upon submission, ensuring that no meeting report is overlooked.

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▪︎ Employees Can Submit Meeting Reports Effortlessly via Mobile

Employees can conveniently submit client meeting reports using the structured [Report] templates set up by managers.

After completing a meeting, employees can access the Shopl app to find their assigned report template. They can easily fill out the report via mobile, ensuring a smooth and efficient submission process.

Reports can be edited after submission if needed, and Shopl supports link sharing for seamless internal distribution.

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▪︎ View Meeting Reports at a Glance via App or Dashboard

Managers can efficiently oversee submitted client meeting reports through the Shopl app or dashboard.

Easily track submission status and review report details in one place. If managers need to ask follow-up questions or provide feedback, they can use the comment feature directly within the report. When a comment is added, employees receive a real-time push notification, ensuring prompt communication.

For those who prefer organizing reports in a structured format, Shopl also offers a report download feature, allowing managers to export meeting reports as Excel files for further analysis.

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2. Frequently Asked Questions

Q. Can I assign reports only to employees who conduct client meetings?

A. Yes, you can.

When creating a report, you can specify which employees are required to complete it. Once assigned, only selected employees can submit the report, ensuring that irrelevant employees are excluded. Additionally, if there is a specific submission deadline, you can set it in advance, allowing for structured and timely report management.

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3. Real Customer Feedback on Using Shopl [Report]

🙆‍♂️ With Shopl's Report feature, we can visually confirm that inspections for each facility and production process are being properly conducted.

– Han Ganbeom, Production Manager, Syngenta Korea Iksan Plant –

▸ Read about the Syngenta Korea Use Case >

Streamline your client meeting reports with Shopl [Report]. Employees can easily submit reports via mobile using predefined templates, while managers can efficiently track submissions in the app or on the dashboard. Simplify and organize meeting reports with Shopl today!