Sales Call Log Template

How to Make a Sales Call Log?

Making a Sales Call Log is an easy-going process, however, there is a certain amount of data that must be provided in it. The document should contain essential parts, which can include the following:

1. Introduction . Generally, the document starts with a title and information about the company, which includes its name and address. Some companies place their logo on the document.

2. Information About the Salesperson . Here, the salesperson is supposed to enter their name, and department (if applicable);

3. Information About the Calls . This is the biggest part of the log. Normally, it is divided into several sections, each one of them should designate information about a call that the salesperson has made. Each call should be described in a certain way, including various types of data, including:

   • Date . The salesperson should state a date when a call was made (or received);
   • Client Information . The name of the client (and their telephone number) who received a call from the salesperson should be entered in the document. If a client is a company, then here the salesperson should state both the name of a company and the name of their representative;
   • Technical Data . The salesperson should fill in the data when a call was made, how long it took, and other technical information that can be of value for the future;
   • The Product . In this section of a document, a sales representative should designate information about a product that a prospective customer was interested in. It can include its name, type, and other characteristics;
   • Notes . Filers use this section to report any other important information, which can be used for different purposes. For example, an individual can mark the deal closed here, or put a reminder to call the client again later.

Usually, the document is supposed to be signed by a sales representative and their supervisor. The Sales Call Log is supposed to be kept in the company since it is a very useful sales instrument that provides various kinds of information. By analyzing them, a supervisor can evaluate the efficiency of each salesperson, how many calls it takes to close a deal, and which products are demanded the most.

Haven't found the template you are looking for? Take a look at the related templates below:

• Sales Forecast Template;
• Cash Receipt Template;
• Customer Satisfaction Survey Template.