For someone working in sales, the difference between a closed deal and a missed opportunity can be an organized workflow. The sales call log template by WordLayouts is designed to help you manage your communications efficiently and make sure that you have all the important information about client interactions readily available. Use this template to save time and improve your sales tracking.
A sales call log is a document used by sales teams to document the details of the calls made to existing or new customers. This log can be used for monitoring progress as well as for developing new sales strategies.
This sales call log template consists of four integrated components: a main call log sheet, a linked client information sheet, and a comprehensive checklist. Additionally, it also includes a configuration sheet for managing the drop-down menu options.
The main sheet captures essential sales call details, including Associate Name, Company Name, Email, and Phone No., along with a log of each call, featuring fields like Date, Time, Name, Company Name, and Call Duration. The Call Type field is linked to the configuration sheet and features options for inbound and outbound calls. You can add any custom option here or remove the existing ones according to your needs.
The client information sheet stores detailed profiles of your clients and has to be manually filled in with their details like their name, employer’s name, contact number, etc.
A standout feature of this template is a built-in checklist sheet. This is designed to guide you through the preparation and follow-up process. It has fields like Prior to Call, First Time Calling, Sales Information, Follow-up Information, etc. You can add more fields or remove the ones that are not relevant.
Overall, this template provides an all-around solution for managing sales interactions. Its automated fields, linked sheets, and user-friendly features make it a useful resource for efficient data entry.
Frequently Asked Questions
In what formats is this template available?
This template can be downloaded in XLSX, XLTX, ODS, and Google Sheets formats.
How do I use the drop-down menus in the Name field?
The Name drop-down menu is linked to the client information sheet. When you select a client name, the Company Name and Contact No. Fields will automatically populate by fetching data from the client information sheet.
Can I add new clients to the client information sheet?
Yes, you can easily add new clients to this sheet. Manually enter the details of new clients and all the given fields. Once you have added the new information, it will be added automatically to the dropdown menu options in the Name field in the main sheet.
Can I customize the fields in the template?
Yes, this template is fully customizable. You can modify, add, or delete fields to both the main call log and the client information sheet.
How do I update the Call Type options?
You can update the Call Type options through the configuration sheet. You can add new options or remove outdated ones by editing the options in the configuration sheet. Once you have updated this sheet, the changes will automatically reflect in the dropdown menu in the main log.
How do the automated fields work?
The company name and contact number of each client are stored in the client information sheet. This sheet is linked to the main call log. Once you select a name from the dropdown menu, these details are pulled automatically from the client information sheet, and the fields are populated based on the selected client.
