How to Log a Sales Call in Salesforce

Nick Gaudio
January 17, 2023
How to Log a Sales Call in Salesforce

Love 'em or hate 'em, sales calls are an essential part of the sales process. They allow sales reps to connect with potential customers and build relationships that can lead to closed deals and increased revenue.

However, tracking and managing all of those sales calls can be a pretty daunting task, particularly for larger organizations with multiple sales reps and a high volume of calls.  In this blog, we'll explore the importance of logging sales calls in Salesforce, and how it can benefit your organization, as well as tell you how to log your calls in Salesforce.

Background: To Log Or Not To Log?

As a popular customer relationship management (CRM) platform, Salesforce provides a range of tools and features for managing and tracking sales activities. One of these features is the ability to log sales calls, which allows sales reps to easily track and manage their calls, and provides valuable insights and data that can help improve sales performance.

Importantly, if you're going to take the time to make the call, you should take the time to log it.

Logging sales calls in Salesforce has many benefits, including the ability to:

Track and manage your activity: By logging sales calls, sales reps can easily track and manage their calls, and see at a glance how many calls they've made and how many deals they've closed. This can help the sales rep stay organized and focused, and ensure that they're meeting their sales targets.

Identify trends and patterns: Logging sales calls in Salesforce provides valuable data and insights that can help sales managers and leaders identify trends and patterns in the sales process. This can help them identify areas for improvement and develop strategies to optimize the sales process and drive better results.

Improve communication and collaboration: Salesforce allows sales reps to log sales calls in real-time, which means that other members of the sales team can see the details of the call as it happens. This can improve communication and collaboration between team members, and help everyone stay on the same page and work towards the same goals.

As you can see, loggin sales calls in Salesforce is an important part of the sales process. It provides valuable data and insights that can help sales reps track and manage their calls, identify trends and patterns, and improve communication and collaboration. By logging sales calls in Salesforce, your organization can improve its sales performance and drive better results. 

That said, it's not what some would call particularly easy.

How To Log A Sales Call

To log a sales call in Salesforce, you can follow these steps:

Open Salesforce you'll need to start by logging in to your account.

From the dashboard, click on the "Activities" tab. Conveniently, this is where most of the happenings of what you and your fellow sales team are kept.

Select the relevant contact or opportunity from the list.

Click on the "Log a Call" button in the top  of the screen.

In the "Subject" field, enter a brief description of the sales call (you may have to follow a rubric for this, depending on your organization).

In the "Duration" field, enter the length of the sales call in minutes.

In the "Description" field, enter any additional details or notes about the sales call.

If your Salesforce record includes other objects as requested by your sales manager, you'll need to update them there as well.

Click the "Save" button to log the sales call in Salesforce.

These steps should help you log a sales call in Salesforce. It's important to log sales calls in Salesforce so that you can track and manage your sales activities and ensure that you're meeting your goals and targets. Logging sales calls in Salesforce can also help you identify trends and patterns in your sales process, and can provide valuable insights that can help you improve your sales performance.

Want To Skip All Of The Hassle Detailed Above?

Of course you do.

As a high velocity sales rep, you probably don't want to fuss with stopping your day and switching contexts to access your Salesforce account. After all, you've got more tasks that focus on the sale than Salesforce Sales Cloud.  

So to avoid all of these hassles, consider Rattle's Salesforce integration! We connect Salesforce with Slack in easy, two-way messages. No matter what field your team might want you to log after you've hit Call Next on that lightning dialer, Rattle makes it easy to never leave Slack. You'll never need to remember the long drawn-out process above — and you'll never forget to do it (our Meeting DM feature is really thathandy!)

To prove our point, we've got three free automated workflows to hand to you right now. You can use them forever. All you've got to do is start by registering here for free!

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