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Free Call Log Template and How-To [Bonus: Call Log Software]

 

As technological advancement permeates the very fabric of our society, its revolutionizing benefits have a greater impact on our daily business life. With more and more enterprises embracing the use of computerized systems, it is apparent that the power of automation is the driving force behind most leading companies.

Integrating technological systems in our business functions is an evolutionary jackpot that has helped streamline various operations, thus boosting output. While this has enhanced our modern business environment in different industries, contact centers have clearly benefited the most.

Whereas communication hubs were traditionally used to manage incoming and outcoming calls from customers, the whole process was littered with unprecedented unprofessionalism and low-quality services. However, with the integration of call logging systems in modern business contact centers, ventures can effortlessly record and intuitively analyze their communication database.

Employing a call log technique in your venture will give you a rare opportunity to make the most of your contact centers. Call logs allow you to evaluate the reliability of your call service center and the competence of your support team. Boasting a comprehensive database and loaded with full recordings of all communications with your clients, stakeholders, supervisors, and colleagues, call logs are also used as tools for training onboarding employees.

The road to understanding the various aspects of call logging may be a bumpy one. However, our comprehensive guide will demystify everything and help understand this call center monitoring technique.

 

 

Part 1
What Do We Mean by Call Log?

Also known as call monitoring, call logging is a distinct system used to comprehensively register all outgoing and incoming calls in your business venture. Call logging enhances your ability to seamlessly record all customer support team interactions. This system sheds light into your contact center, allowing you to evaluate the quality of each call made.

Each call log includes:

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  • Caller ID
  • Contact details of the caller
  • Call duration
  • Date a specific call was made

Call logs are incredibly powerful business tools that provide an avenue for excellent market lead follow-ups, thus increasing the overall output of your organization. Seamlessly monitoring both outbound and inbound communications, an ideal call log gives you full access to your venture’s collaboration, thus helping you make informed business decisions.

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Part 2
How Can Call Logs Benefit Your Company?

Previously, call center supervisors had difficulty managing the great influx of calls, especially during peak seasons.

With a comprehensive call log, you can efficiently analyze the number of missed calls and evaluate the frequency of long-distance calls. Using reliable insights (number of missed calls) from your call log database, you can decide whether to consider an increase in employees.

Call logs are essential tools for breeding quantifiable and qualitative insight that is key to the optimization of your contact center.

Additionally, an ideal call log guarantees dozens of benefits, including:

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
ZipRecruiter — post jobs to 100+ of the most visited job boards with one click. Get Started
  • Helps you identify incompetence within your support team
  • Helps you establish if your workforce has conformed to new call center guidelines
  • Provides an excellent avenue for constructive criticism, consequently helping employees improve their skills
  • Improves customer service, thus boosting satisfaction
  • Includes contact details of a specific caller, allowing managers to conduct further interviews
  • Call recordings offer a rich database essential for coaching conferences
  • Designed with a powerful search tool which enables you to quickly sort through thousands of leads
  • Includes the call duration, thus giving you a detailed understanding of the charges incurred during a conversation

Part 3
How to Create a Call Log Form

A typical call log includes a meticulous outline of all the critical information regarding an inbound or an outbound call. With this data, you can seamlessly view the exact details of every call and evaluate its dependability towards helping your customers.

While data from call logs may be incredibly indispensable, especially when analyzing your contact center, honing your skills of developing this vital business tool is a bonus.

Essential Elements to Include in a Comprehensive Call Log Form

Despite its multiple functions and numerous benefits, a call log is an exceptionally straightforward document. A typical contact register comprises basic call details, including:

  • Caller ID
  • Contact details of the caller
  • Call duration
  • Date a specific call was made
  • Name of the employee responding to the call
  • Call ticket (highlights the reasons for the call)
  • Call follow-ups (optional)

A Step-by-Step Guide on How to Create a Call Log Using Excel Spreadsheets

Designed with a lengthy database loaded with multiple functionalities, MS Excel is an incredibly versatile program that allows you to effortlessly input commands and create an impressive business document. Here is a step-by-step guide to creating an excellent call log using Excel.

  1. Open Excel and launch a new worksheet.
  2. Key in (top row) the titles of various aspects you want to capture in your call log.
  3. Insert the tables. First highlight, your worksheet. Then, identify the table option on the task. Lastly, enter the insert command
  4. The table will automatically clone itself on your worksheet. Format your table by adjusting columns so they perfectly fit their titles. In addition, formatting can include capitalizing, putting details in italics, inserting dates or currency, and changing font.

 

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Part 4
Best Practices When Creating a Call Log

Maintaining a healthy call log is vital for the overall success of your venture. A comprehensive call log template is an invaluable business tool that provides deeper insights into your call centers and helps you understand exactly what transpired during an interaction.

ProsperForms — set up a form and start receiving submissions from your colleagues in minutes. 100+ forms available: reports, logs, requests, etc. or build your own. View and manage submissions on Timeline and Dashboard screens, generate PDF reports. Get Started
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To ensure an impressive document, here are some of the best practices to use when creating a call log.

  • Your register should be comprehensive. It should include all the vital documents relevant to your specific organization.
  • When filling your form, use simple and easily understandable phrases.
  • An excellent call log should feature a meticulous outline where each aspect is captured in a separate column.

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Part 5
Call Log Template

You should now have a clearer understanding of the various aspects of call logging. However, an excellent call log template will broaden your understanding even more.

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call log

Edit and use this template

 

customer feedback log customer requests

Edit and use this template

 

operations logbook

Edit and use this template

 

general log

Edit and use this template

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