An effective sales strategy requires proper record-keeping and accurate tracking of each client interaction. This comprehensive sales lead call tracking log template at WordLayouts helps you manage your interaction through all stages of the sales pipeline. From initial cold calls to warm leads converting into clients, this template helps you effortlessly capture essential details and manage follow-ups.
The primary function of a sales leads call log is to maintain a record of all client interactions through phone calls during the sales process. It includes information on caller details, call outcomes, and follow-up actions. It is used for improving sales performance and lead management.
This call log template consists of four interconnected sheets. The Main Sheet is where you record each call, including details such as the date, client name, product, scheduled follow-up, assigned to, and call outcome. This sheet has helpful drop-down menus for selecting client names, call purposes, action items, assigned to, product, and outcome.
Moreover, the contact number of the client is automatically populated once a name has been selected from the drop-down menu. It fetches data from the Client Info Sheet.
The Client Info Sheet allows you to create a database of your clients. It contains fields for their name, company, contact information, and status. The name, company, and contact information of the clients have to be manually filled in.
The status field in this sheet uses a drop-down menu, which can be modified through the configuration sheet. There are three options for status: Active, Pending, and Closed. Active status refers to a lead that is being actively pursued with ongoing communication or negotiations. Pending status refers to another stage where more information is being sought or further action is required before moving further in the sales process.
Lastly, the Closed status refers to either a successful conversion (closed-won) or if you decide not to proceed with it (closed-lost). Moreover, the statuses are color-coded for easy identification. The client’s name is displayed in the same color as their corresponding status.
On the Product Information Sheet, you can list all your products. The fields are their ID, name, description, and price. You have to manually enter all information in this sheet to effectively use it in the main sheet.
The Tracking Sheet is for monitoring the performance of the team and tracking the status of action required. In this sheet, you can filter the calls by a specific date. It helps you retrieve call logs for that date, see the required actions, and see who the action was assigned to. You can filter the results by the type of action needed by using the drop-down menu for the Action Required column.
Finally, the Configuration Sheet manages all the drop-down menu options used throughout the template. You can easily modify or add any custom option here and that will be automatically updated in the other sheets. Moreover, all the dropdown menu fields are color-coded to enhance clarity.
This template will help you efficiently organize all sales lead actions related to your products or services. Due to easy customization capabilities, each industry and business can tailor this template according to their requirements. You can be confident that no information or call is overlooked when you use this user-friendly template to log sales lead calls for your business.
Frequently Asked Questions
Is this template available in multiple formats?
Yes. This template is available in XLTX, XLSX, ODS, and Google Sheets.
How do I update the drop-down menu options?
To update the drop-down menu options, go to the Configuration Sheet. Modify the list of options as needed. Once updated, these changes will automatically reflect in the drop-down menus throughout the Main Sheet, Client Info Sheet, and Tracking Sheet.
Can I add new fields to the sheets?
Yes, you can add new fields to the template if needed. However, make sure to adjust any formulas or data validation rules that might be affected by these changes.
Is it possible to customize the template further?
Yes, the template can be customized according to your industry or business needs. You can add new fields, modify existing ones, change colors for the drop-down menus, or adjust the layout. However, you must ensure that any customizations are compatible with the existing functionality and interlinking of the sheets.
