We all know that it’s all about making the right connections in business. Professional client relationships can be significant in cultivating a long and fruitful partnership. That is why getting all the data during phone calls is so important.

And, of course, you could argue that just writing it on a piece of paper that was lying there is enough. Although, it feels like a poorly-constructed system that won’t benefit you in the long run.

As with all things in business, it’s best to have everything organized with a system that will benefit both department and the company.

So, to combat that issue, we’ve put together some crucial information about call logs, and whether it’s a sales call log, school call log, or just anyone – we’ve got some call log templates for you to work with.

So, without further ado, let’s get deep into the topic!

Let’s go over the best software options for this kind of enterprise. You will need a lot of tools to organize your call logs properly, track sales calls, find contact numbers easily, or just create a client contact info worksheet.

In this case, we have a favorite for sure, and it is none other than Microsoft Office. It is the single most reliable software on the planet. Whether you need a sales-to-call log template or a patient call log template, this universal tool will have you covered.

While there is a lot of discussion on the MS Word/Google Docs war, there can be only one to win. And it is the first of those for sure. The same goes for every other app. Google Sheets are helpful, but Office’s Microsoft Excel outranks them by miles.

There is no comparison when your template details file format can be read everywhere. And not only that, MS Office's depth compared to Google Workspace is just impossible to overlook.

So, choose Microsoft Office if you need reliable, well-known, and respectable software. You can find Microsoft Office for an affordable price, so it will not ruin your company’s budget. And now, let’s go over some call log templates to find the one that will suit your needs.

Call Log Template #1

As you can read in the title, it’s a pretty simple sales call log worksheet for multiple uses. You have your date, name, duration, contact info, and notes that are a free-for-all.

It will probably suit the needs of almost every company. It’s simple, understandable, and most important, it can be operated by anyone, even interns with no office experience.

You can take this call sheet template into any situation, and it will prove itself in the battle. Download this template at SmartSheet.com.

Call Log Template #2

Here is something more fancy and advanced. You can see that each call is divided into these smaller cells, where you can add all the information you may need. Simple call logs are usually in the form of a long list, but cell format can sometimes be helpful.

As you can see, the most crucial element of this template is call notes. And it’s not surprising. You should not only be interested in getting the correct information, but when you work in sales or CS, it is most important to understand what the client needs.

In the title, it’s suggested that it is best suited for sales, but we can also use it as a customer service call log template.

You can download this template for free at TemplateLab.com.

Call Log Template #3

Here we have something completely different. It is not just a call list template for call tracking like in most cases we’ve seen, but a complete call log form, a page out of a contact book with highly detailed information about each section of the call.

As you can see, it is primarily for recruiting, but there are more use cases. You may use it for existing clients that are extremely valuable to the company or create a home call log out of it for your personal use.

Of course, it is not suited to log all the calls coming, as all the details of incoming calls are optional to create a whole document. But it can prove helpful in more advanced circumstances for sure.

You can download this template for free at WordTemplatesOnline.net.

Well, it’s an exciting way of organizing your company. It records all the information gathered from incoming and outgoing calls. And there are many ways you can use it to your benefit.

The more pertinent details you record, the better the call will go overall. It is crucial to not only gather information for sales but also to create reports with the data gathered and improve the customer service experience in your company.

Things like call duration, name and address of the caller, and even things like the caller’s temperament or politeness, can be used later for the company's benefit.

Using a client call log template is crucial so all client calls can be in one place, accessible by all the people involved.

As we’ve mentioned, you should use a call log in your company for multiple reasons. It provides essential data that will help you run the company most efficiently. Here are some examples.

Sales

The essential aspect, probably, is to use that information for sales. Every logged call can be a potential sale and will be helpful in the future.

Of course, the conversion rate will probably not be 100%, but even if every 10th call ended up being a sale, you would probably take this bargain, no questions asked.

And getting it all in one place, with notes and all the information like client name, companies they’re working for, etc. It’s beneficial to get all the agents informed about all the updates to the call log. Your sales team will thank you.

Customer Service

But – it’s not only for sales. You can also use it in the customer service environment. It will give you an understanding of your company's service quality and provide feedback on customer service.

By creating a well-structured call log spreadsheet, you will be able to find out all the information about what customers feel about your company and see if the customer service department does its job well. Customer satisfaction is one of the key metrics to take care of, so it is essential to have it under control.

Data Gathering

Another great way of using a call log is to, as usual in those times, gather data. Many scholars, such as Habermas, stated that we are flooded with information at rates we’ve never seen before. And when it comes to business, it’s all you could wish for.

Data gathering can be essential when creating a valuable and profitable service for years to come. The more detailed information you have on your clients, company, etc., the better you can suit your business for the particular customer.

So, creating an excellent call log template proves to be one of the most important ways that you can improve your business and your company profits as well!

Compliance Standards

Sometimes it’s not like you can choose if you would like to create a call log. In many cases, it’s mandatory.

Depending on your state, country of origin, or even region, there may be different standards for what call details have to be put into the call log. Call centers worldwide must adhere to some pretty restrictive rules regarding call logging.

It is critical in industries with government oversight. So you may see it in some medical-related places, like emergency centers, where everything just has to be recorded to save someone’s life but also – not to be liable for wrongdoing.

Additionally, you may find these kinds of regulations in finance and legal companies. Although they may operate as private, they often provide some public service like in the case of some financial companies like banks. Those can impact society as a whole.

That is why it is so important to regulate those entities so that there can be some form of oversight there.

Manual vs. Automated

The next important thing about the call log template is whether we would like to use a manual call log or an automated one.

Manual Call Logs

When it comes to manual notes, it’s pretty self-explanatory. Your call log can be written down by a person taking care of calls, and you can use it freely within the company. You can send it out, show it to your supervisors and use it as a gathering information tool for your benefit. In most cases, it gets uploaded to the customer relationship management software, and that’s all.

But, as you may imagine, it is much harder to take notes during the call and hold the conversation simultaneously. Even though some people get pretty advanced when it comes to typing, it is still slower than it is just to record it. Also, you can always be vulnerable to human error that jeopardizes your entire work if something is miswritten.

Automated Call Logs

When it comes to automated calls, things get more tricky. Well, in some cases. At face value, everything seems great. You have a recorded call, and there is little way for any human error to occur.

Additionally, it takes much less time just to record everything and return to it whenever necessary. It also gives you the blanket of non-liability as you can always point to the call recorder for proof.

Well, as you can imagine, it is not that simple. For starters, there are plenty of rules regarding recording calls. And, in this day and age, people are rather unlikely to look favorably to being recorded. So we have some legal issues to combat in the process.

More than that, it’s a double-edged sword because you will also have to write up all the information manually. The automated call logs are only voice recordings that can’t be used as a quick information database. So we have another problem on our hands.

What’s the Practice?

Well, why not both? Most companies are not using this or that but combine both to get the best result possible. You can hear when people on the call line ask for your consent to start recording them.

If you didn’t know, they also have to create a call log from this conversation and send it to the system. It’s standard practice. Writing will probably always prevail as we have yet to invent technology that would refer all the relevant information from the call into a file.

Getting the right call log template can benefit you if you have a small business with more significant enterprises. With a well-connected system, you can easily imagine compiling the data by specific characteristics. For example, if sales just needed a name and a number, you can pull this up from your database. The same goes for notes, addresses, and anything you want, even keywords.

And that would be it for this article. We hope that we helped you out in your call log endeavors. As you can see, a call log is a handy tool, even though it may initially feel a bit simplistic. The main thing to take away from this is that it’s a great monitoring device that allows you greater control over your business and the ability to get ahead with compiled data.

You can use it for multiple purposes; you can create different call log templates for various departments and even introduce some kind of script for your coworkers so that it would be easier for them to fill out the call log. There are so many ways you can utilize it that it’s just astonishing! Whether it’s a phone call log template, sales call log template, or anything in between, tracking sales calls and finding the right contact number have never been easier!

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