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Home » Solutions » Articles » Sales call software – Planning, tracking and reporting your telephoning activity
Sales call software – Planning, tracking and reporting your telephoning activity  

Sales call software – Planning, tracking and reporting your telephoning activity



 
 

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new CentriQS -15% OFF
Business management software
for small & midsize enterprises

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VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

Sales call software is a kind of business activity management software (BAMS). It allows you to keep records of your phone talks and plan your next phone conversations with customers. You can use such software to analyze mistakes you have made during your last call with a particular customer and identify whether you have met your objective. By using those solutions, you can perform the following activities:

  • planning. You cannot make phone calls and sell efficiently without following a plan. Sales call software will help you develop such a plan and create a list of tasks and actions that you need to complete in order to sell a product/service via the phone line. For example, your plan may include such tasks as "Collect information on customers, incl. names and phone numbers", "Schedule my phone talks to particular customers" and "Keep records of sales call results". If you achieve success in planning , you are likely to succeed in selling via the phone line.
  • tracking. It is important to keep track of your selling activities and analyze your performance and efficiency. That software will allow you to track your sales call records and add notes to your to-do lists and plan. You can create and review sales call tracking sheets that include info about achieved results and pending tasks.
  • Sales call reporting. If you want to get a complete overview of your telephoning activities, it is recommended to create and use reports at the end of each month/week. Such a software solution automatically records all the changes you make to your tasks and todo lists.  Then it allows you to generate sales call reports and review logs. If you work with a team, reports will be very helpful as such reports will let you keep track of team performance and estimate sales call efficiency of the team.


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By undertaking these three activities from day to day, you are likely to organize your work and lead your selling activity to success. Your follow-up can be organized into a manageable process if you use CentriQS. This software solution offers advanced tools that help you plan, track and report your daily telephoning activity.

 

CentriQS features the Scheduler view which is best for planning and scheduling tasks and to-do lists. It also features the Tasks view that will help you keep your sales call plan on track and make notes to your tasks. If you want to build and share reports, you can use Print Preview and Export feature. CentriQS lets you keep all your tasks and todo lists in a single database .

 

     

All Travel Checklists

new CentriQS -15% OFF
Business management software
for small & midsize enterprises

Play Demo

VIP Task Manager
Task management software
for teams & small offices
Play Demo / Download

 
 
 
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