Competitive Intelligence Tracking Form

Competitive Intelligence Tracking Form — Form Fields

This sales template includes 10 fields. Capture and log competitive intelligence gathered by sales reps from prospects, customers, and market sources. Free to customize and use on ZenBuild.

• Sales Rep Name (text, required)
• Rep Email (email, required)
• Intelligence Source (dropdown selection, required) — options: Prospect conversation, Customer conversation, Win/loss interview, Analyst report, Social media, Conference, Other
• Competitor Name (text, required)
• Intelligence Type (dropdown selection, required) — options: New product feature, Pricing change, New customer win, Customer loss, Partnership announcement, Sales tactic used, Marketing campaign
• Details of Intelligence Gathered (long text, required)
• How credible is this information? (dropdown selection, required) — options: Highly credible, Moderately credible, Rumor/unverified
• How should this impact our sales approach? (long text, optional)
• Date Gathered (text, required)
• Should this update existing battle card? (dropdown selection, required) — options: Yes - urgent, Yes - next update cycle, No