Download free excel format for capturing client incoming and outgoing call information. This template is useful for sales managers, sales executive and business managers.
Understanding call log for businesses
Communication with clients and business customers becomes important aspect. You can get calls from clients to understand your products and services. Communication also plays an important role in the after sales services.
A good call log not just helps an organization to have all the details of its esteemed clients at its fingertips but also comes handy at the time of making regular client calls or follow up for payment. Even the teams handling sales and collection have an idea about which client has been knocked and at what date.
A regular interval can be maintained while calling each of the clients. The call log templates will provide you with a structure or a format that will help you create an effective call log document. You can also visit Overtime Sheet Templates.
About this client call log excel format
Once you download this free excel format for client call log, you will see that this is a basic format. This is easy to use and customize template. You can add more fields and columns to capture more information useful for your organization. In this template, by default, you will find the following fields –
- Start Time
- End Time
- Total duration and time
- Name of the client
- Contact Number
- Action item
- Meeting/ call notes
With the information highlighted above, business managers and sales managers can make various analytics on the number of calls, conversion calling, cold calling success rates etc. In addition to this, you can also make the identification of your hero product or services based on client incoming enquiries.
Download and Use Client call log template in Excel
To use this free Client Call Log template in excel, you should have Microsoft Office/ Microsoft Excel. You can only use this template if you have these applications in your system. or Use, Google Sheets.
Once extracted, you can open the file using Excel and start entering data or customizing the template.