Free Sales Call Report Template Download

sales report template

Sales success is simple: know where you are and how you’re doing so you know where you need to go next.  The best way to gain that information is through sales call reports. And if you’re not setting aside time during the day to measure your sales activity in a call report, you’re wasting your time trying to reinvent the wheel.

free sales call report

Why Do I Need Sales Call Reports?

Activity leads to sales, and one of the best activities your team can do is a sales call. To us, a sales call is a face-to-face visit. The more effective you can make the sales call, the more sales you make. Since these calls are such a vital piece of the sales puzzle, it’s crucial for salespeople and sales managers to track them. Enter sales call reports. As a sales manager, there are two specific benefits you get from these reports.

1. Calculate Needed Activity Levels

First, you use the reports to make sure activity levels represent the result you want.

Work backwards: If I want my sales to be x, how many average clients will it take? To close that many clients, how many people do I need to quote? In order to get that number of quotes, how many prospects do I need to see?

Once you do the math, you’ll know just how many prospects each salesperson needs to see daily.

2. Train New Salespeople on Activity From the Start

New salespeople can learn the value of activity from the beginning. Rather than wasting time teaching the product and the brand in the classroom, train your sales reps in the field. Then they learn how to produce the right activity levels right away.

Too often, managers start with months of training before putting a new salesperson in the field. But what happens when you find out they’re scared to meet people, avoid the phone, or just don’t follow through? You’ve wasted months of investment in this person without anything to show for it.

Instead, what if you start with activity levels? Train your sales reps to reach the needed level of activity from the beginning. Then they’ll only grow stronger as they learn more about your company and product.

Download Our Free Sales Call Report Template

You can download this free sales call report template to help track your daily progress and make sure you don’t miss out on closing those leads you spent so much time nurturing.

Out of sight really is out of mind and without a report to track sales calls, it’s far too easy to forget about leads and lose money from lost sales. Having a report directly in front of your eyes forces you to consider those next gentle nudges to push each of your leads towards that final closing sales call.

Download this Sales Call Report template to track your activities in face-to-face meetings. You can even customize it to your needs. Then give it to your salespeople so they can keep track of their activities. When you see their reports, you’ll know if their activity levels are setting them up for success.

free sales call report

Mastering Your Sales Call Report Entry Habits

This sales report template is great for doing reports manually, but with CallProof you can get the same report with the click of a button. Instead of your salespeople filling out paperwork and returning it to you, they can simply use the CallProof App. With CallProof, they click an icon before they go into a meeting, click another when they leave, speak their notes into their phone, press a final icon, and they’re done. With one click, you can get that report any time, in real time.

The little time needed to invest in your call reports will pay huge dividends but you need to make sure you’re entering your data regularly and accurately.

If you’re struggling to find time to keep up with reporting your sales progress, CallProof has a system that automates the process for you and will deliver reports directly to your e-mail inbox every morning. Sign up for a 14-day free trial (no credit card required!)

A Simple Resource For Keeping Salespeople Accountable

We all know the story. A new salesperson is hired, they start hitting targets quickly, your clients love them, they come in early, leave late and generally storm through the job.

Then, comes the dip…

The key issue with holding salespeople accountable over extended time periods is simple. Data; or rather lack of it. There are a number of techniques that can be employed but many of them are ineffective and out of date. In this article you’ll find a valuable resource for methods to avoid, why to avoid them and strategies for keeping salespeople accountable.

Tracking Sales Closed or Revenue Generated

These are undoubtedly the easiest metrics to track and that’s the key reason so many people use them. It may seem counterintuitive, but this method is completely unreliable. Number of sales closed may be the most important part of your sales funnel but, without the stages that come before, it would never exist in the first place.

For example, you may have thought somebody was goofing around, but actually they were a keen member of your sales staff, giving it their all, getting on the phone, booking appointments in sitting face-to-face with more prospects than anyone. Without monitoring other parts of the sales funnel, you may have considered giving them a hard time for being lazy when in fact, a little more training is what’s needed.

Key takeaway: Don’t rely on sales figures alone to gauge efforts and performance. It might be mission-critical but it’s only a fraction of the picture, so make sure you’re monitoring time on the phone, calls made, appointments booked an appointments completed so you know where to take action.

Self Reporting Methods

I’ve got an unfortunate newsflash for you. Salespeople simply cannot  be expected to do self reporting accurately and consistently. Self reported data in sales comes in many forms including report cards, some kind of manual input software such as is available on Salesforce or even simply writing up a note in an email to be sent to the manager at the end of the day.

After the initial burst of enthusiasm, it’s painfully easy for salespeople to become complacent and nagging or attempting to micromanage your staff will only serve to increase the level of inaccuracy in addition to damaging your relationship.

Key takeaway: Don’t rely on self reporting methods. They’re inaccurate, take away valuable time that could be spent speaking with prospects or booking appointments and no amount of nagging will help the situation. Consider some kind of automated tracking software and make your office a happier place by getting rid of such detrimental micromanagement.


Conference Calls

Using some kind of daily conference call is all too tempting, especially these days as it’s so much easier with free Internet telecoms software such as Skype. Sadly, conference calls are simply ineffective in sales accountability. Hiding behind a telephone call full of other voices will never help salespeople live up to their full potential and it will never give you an accurate idea of what’s going on with your sales team.

Key takeaway: Sales meetings should be done daily and on a face-to-face basis. Just like you’d want to train an enthusiastic person who wasn’t closing sales by joining them on an appointment in person, you should hold meetings in the flesh so you can see people and their actions, responses and engagement.