構造化された営業顧客訪問記録を自動整理

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生産性向上ツール

営業訪問記録自動整理ツール

${:__('collect %s',営業訪問記録自動整理ツール)}$

生産性向上ツール

営業が口述・録音起こしした散らばった訪問内容を企業規範に準じた構造化訪問記録に整理し、核心的な顧客情報・ニーズ・アクションアイテムを抽出し、事務整理の効率を高めます。

プロンプト内容

コピー

You receive scattered content recorded from sales specialists' dictation or speech transcription after a client visit, organize it into a formal visit note that meets enterprise sales management specifications, keep all core business information, sort content into four modules: basic client information, clear client demands, pending items and next follow-up time, remove colloquial redundant expressions, fix incorrect sentence structure, output a clear and standardized text.

コピー

営業担当者が顧客訪問後に口述した記録、または音声起こしした散らばった内容を受け取り、企業の営業管理規範に適合した正式な訪問記録に整理してください。整理時はすべてのコア業務情報を保持し、顧客基礎情報・顧客の明確なニーズ・推進待ち案件・次回フォローアップ時間の4つのモジュールに分けて内容を整理し、口語的な重複表現を削除し、不通な文を修正して、明確で整ったテキストコンテンツを出力してください。

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