BLUF: I need a new process for more effective call reports.
Details: Our company sales team (3-4 people) makes regular visits to customers (average 10/week each) and needs to produce a detailed, typewritten call report for each visit. The current process is to make the customer visit (average of 1 hour time) and take handwritten notes on their feedback, what products are stocked in the store, etc. After the visit is made we are responsible to type our notes into excel; the finished product is often 1.5 pages printed. We are required to include a lot of detail and not all of us are fast typers. This process can often take longer than the actual sales call, and is very inefficient. We waste a ton of time typing our reports when we could be working on things that actually make us money.
I would love to find a new process that significantly reduces our reporting time and delivers the same typewritten, detailed result. I've toyed with a lot of ideas, including writing on ipads and converting handwriting to text, using a transcription service to type handwritten notes, writing with digital pen, etc. All of these solutions seem reasonable but I can't get a good handle on which solution would be best option for our team. Solution needs to be relatively inexpensive and easy.
I am open to any suggestions the forum users may have on how to improve our effectiveness with this process. How can we quickly and easily convert handwritten notes into editable text?
Thanks in advance!
Kim - DISC 2157