Sales call reporting: A sales enablement leader's guide

But they do need to be comprehensive and provide helpful insights. The problem is that it’s often difficult for a salesperson to remember exactly what was said post-call, especially if they’re on a ton of calls a day. Despite the value they bring to organizations, writing sales call reports often gets put off as an “admin” activity that gets left on the backburner.

If you’re using any sales telephony or coaching platform, it has to hook up to your CRM. Otherwise, your team (mainly you if you’re the sales leader) will be sucked into doing a ton of manual work.

Dialpad’s Call Summary feature helps you compile a detailed call log that includes transcript, action items, and notes into an easy-to-digest overview that essentially contains all the notes you need to prep or review for follow-up after every call.

Gathering information for sales call reporting shouldn’t be your focus! As a sales leader, your job is to identify problems, coach team members more, and improve the sales process—actual high value tasks.