How to Automatically Log Calls in Salesforce

Calls might be the most important of all sales activities. All the emails your inside sales reps send, and all the social outreach they do is designed to get prospects on the phone. The phone is where deals truly move forward, and it is usually where they’re closed

To fully utilize a CRM like Salesforce, every call must be logged. If not, you can lack crucial visibility that allows you to identify which reps are most active and efficient. Without logging calls, you can only wonder if reps are following up with leads, which of these leads have been prioritized, where leads are in the sales funnel, and the list goes on. At this point, you can wave goodbye to intelligent revenue predictions. Call logging is essential to accurately predicting how many calls it takes to drive opportunities and revenue. Research from the Aberdeen Group has even shown that companies with accurate sales forecasting are 7.3% more likely to hit quota and 10% more likely to grow their revenue year-over-year.

So how do you log a call in Salesforce? Well, as the saying goes, we can do this the easy way, or we can do this the hard way.

In this case, the hard way is logging calls in Salesforce manually, while the easy way is adopting a solution like RingDNA to automatically log 100% of your sales reps’ calls in Salesforce. While we built our product on the belief that logging calls automatically gives reps a powerful advantage, we’ve also provided an explanation of how to do it the hard way.

The Hard Way: How to Manually Log Calls in Salesforce From Your Desk

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Salesforce natively gives users the ability to log calls manually. However, this can take up reps’ valuable time (if they take the time to log calls at all.) Here’s how to log calls manually from your desktop.

Step 1: Log into Salesforce.com.

Step 2: Select the lead or contact that you want to log a call for.

Step 3: Once you are in the contact record, scroll down to the activity history list and select Log a Call.

Step 4: You can then enter the subject as a reminder of what the call is about.

Step 5: Finally, log the date of the call by setting the Due Date to the date you made the call.

The Hard Way: How to Manually Log Calls in Salesforce from Your Mobile Device

Using the Salesforce  app, you can manually log calls in Salesforce from your mobile devices as well. This is a nice feature, but it still requires reps to want to log a call in Salesforce and then take the time to do so.

Here’s how to log calls with the Salesforce app:

Step 1: Open a lead or contact record

Step 2: Click on the “Plus Sign” icon at the bottom left of the lead or contact page

Step 3: Scroll over to the Log Call icon

Step 4: Enter the subject, call type, call disposition, comments or any other call info you would like to log

Step 5: Click “Submit” to append the call data to their lead or contact record.

The Easy Way: How to Automate Call Logging in Salesforce

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While Salesforce enables reps to manually log calls, it can be a time-consuming and tedious process. Reps using RingDNA never have to worry about manually logging calls in Salesforce. By simply using RingDNA’s Intelligent Dialer to call leads, outbound calls are automatically logged to Salesforce as activities and are added to the appropriate lead or contact record along with any relevant notes and call dispositions. Those calls can be used to power real-time dashboards that give you moment-to-moment insight into whether reps are on pace to hit key goals and shatter their sales records. The result is that you can use call metrics to optimize your team in real time.

Inbound calls are automatically logged as well. New leads and contact records can be created in Salesforce on the fly and 100% of calls are logged without requiring any additional work for your reps.

The results can be powerful. Imagine if a rep has to log 50 calls in Salesforce manually. If it takes a minute and a half to log each call, that’s 75 minutes each day. Reps that make 100 calls a day (a common benchmark) might spend two and a half hours each day logging data in Salesforce. In this case, RingDNA would enable reps to make over 30% more calls each day, enabling them to hit quota that much faster. RingDNA’s Intelligent Dialer give your reps the power to dial more leads, close more deals, and drive more ROI.

For more information about which sales acceleration tools might be best for your business, check out our free eBook.

 

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About the Author

Zack Cronin

Zack is a Sales Content Specialist at RingDNA. He is passionate about solving everyday problems and increasing performance through innovative technology. Zack has worked directly with sales teams and understands the challenges they face on a daily basis. When he's not developing and sharing knowledge at RingDNA, he loves being outdoors, hiking, and coffee.

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