How To Keep Track Of Sales Calls Template

Free Client Management & Tracking Templates Smartsheet
Free Client Management & Tracking Templates Smartsheet from

How To Keep Track Of Sales Calls Template

Knowing The Benefits

Having an organized template is important for any business. Keeping track of calls made to potential customers is an integral part of a successful sales process. A sales call template can help businesses stay organized, make sure all calls are tracked, and ensure that leads are followed up on.

Gathering Information

The first step in creating a sales call template is gathering all the necessary information. This should include the customer’s name, contact information, date of the call, type of call (cold, warm, or follow-up) and any notes taken during the call. This information should be stored in a spreadsheet or other type of document.

Organizing The Template

Once the information is gathered, it’s time to organize the template. Start by creating headings for each column, such as “Customer Name,” “Contact Information,” “Date of Call,” etc. This will make it easy to find the information when needed. It’s also helpful to create a separate column for notes, as this is where any important details from the call can be recorded.

Using The Template

Using the template is simple. Whenever a call is made, the customer’s information should be filled out in the template. This will help the sales team keep track of all the calls made and ensure that all leads are followed up on. The notes section should be used to record any important details that come up during the call.

Tracking Progress

The sales call template can also be used to track progress. By looking over the template, it’s easy to see which calls have been made, which leads have been followed up on, and which leads need more attention. This can help the sales team stay organized and make sure all leads are given the attention they deserve.