How to Use a Sales Call Tracker Excel Template

Why Use a Sales Call Tracking Template?

If you’re running a sales team, you need a way to keep track of their activities. Sales call tracking templates are a great way to do this. They allow you to easily monitor how many calls a salesperson makes, how long the call lasted, and which prospects responded positively. By using a template, you can quickly and easily identify which salespeople are performing well and which ones need extra help.

What Does a Sales Call Tracking Template Include?

A sales call tracking template typically includes columns for each salesperson, the date and time of the call, the prospect’s name, the call’s duration, and any notes about the conversation. It may also include columns for the salesperson’s name, the product or services that were discussed, and the outcome of the call.

How to Use a Sales Call Tracking Template

Using a sales call tracking template is simple. First, create a spreadsheet with the necessary columns. Then, enter the salesperson’s name, the date and time of the call, the prospect’s name, the call’s duration, and any notes about the conversation. Lastly, enter any other information you may want to track, such as the salesperson’s name and the product or services that were discussed.

Tips for Using a Sales Call Tracking Template

When using a sales call tracking template, it’s important to be consistent. Make sure that all of the salespeople use the same format for taking notes. Also, be sure to review the data regularly to identify trends and areas for improvement. Finally, use the data to help your salespeople focus on the most productive activities.

Conclusion

Using a sales call tracking template is a great way to keep track of sales calls. It allows you to easily monitor how many calls a salesperson makes, how long the call lasted, and which prospects responded positively. With the right template, you can quickly and easily identify which salespeople are performing well and which ones need extra help.