Is There A Free Software To Keep Track Of Outbound Sales Calls?

Posted by benny in FreeWare on July 4th, 2009 | 2 responses

I sell electrical supplies to contractors and also safety and construction supplies to cities and towns.
I write notes all over everything!
Is there a free or inexpensive, simple software to database and track your customers, when you call them, what was said, etc?
I know that there is because i used it for another job years ago but i can’t remember what it was called.

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2 Responses to “Is There A Free Software To Keep Track Of Outbound Sales Calls?”

  1. DotCom says:
    July 4, 2009 at 4:47 pm

    Hello Tyler…,
    One method for note taking and date & Time tracking is to simply use Notepad, wait before you think this is crazy, read on…
    Open Notepad. On the first line type the following:
    .LOG
    then press Enter
    Save this file as My Daily Log
    Every time you open this file, a new date & time stamp will be placed on the next available line. Here you type your notes, comments, etc, beneath that date & time, then close it and be sure to save it.
    As you mentioned: ” I write notes all over everything”
    It would be simpler to open the notepad file each time an event occurs, and the file will remain in tact, aside from loosing valuable paper work.
    In addition to this, depending on your Microsoft Office skills, you can create simple database structure with MS Word, for mail merging purposes.
    MS Excel for financial tracking, & Mail merging
    MS Access, for a Relational DataBase to take care of all your need.
    Hope this helps
    dotcom

  2. travis R says:
    July 4, 2009 at 4:47 pm

    Well I do the same thing as you so I highly sympathise. I do more of inside sales work though. Personally I have notebooks just filled full of orders (each order gets about 1/3 of a page. ) I havn’t seen anything that would work, but one idea that one of my co-workers uses is a prescripted piece of paper that he makes copies of. This is so for every call he has he gets every piece of information from that caller befor he hangs up.. call back number/name/buisness/pricing/quote numbers ect.
    These he then sends to our sales assistant who scans them all to a private folder for himself. He told me he has at least 2 years worth of orders in there.

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