Phone record sheet - Keep track of your phone calls and discussion notes

[tankman1989]

I have been making a lot of phone calls in the last few days and I realized that I need a better method of keeping track of my phone conversations, what is said, what I need to do and the contact information. I also like having a record of the times I called for future reference if someone says that I did or did not call, etc.

I created this document in OpenOffice Calc (Excel type product). Since then I have come up with some more additions I can add, such as phone extension, left VM or not, etc.

I'm uploading it for anyone to use and or modify. If you would take a look and make suggestions I would greatly appreciate it. I know there are things I am missing but just haven't come up with them yet.

On another note, I would like to get some software that will do this as well. At my last job, I used a program called Sugar which was so-so. I am going full steam ahead with my business so I am looking for a customer management tool, invoice management, etc. Suggestions?

http://filedump.globalcommaccess.com/Phone-Records.xls
http://filedump.globalcommaccess.com/Phone-Records.ods

 

[NickCat11]

Looks good to me. I wish I could be that organized when answering the phone. Usually I am on the go and don't have time to record all that information. I usually write down all the important info when the customer comes in and drops off his computer.

 

[tankman1989]

Looks good to me. I wish I could be that organized when answering the phone. Usually I am on the go and don't have time to record all that information. I usually write down all the important info when the customer comes in and drops off his computer.

I would do that as well, but I'm in the birthing stages of my business so I need order and records of what I did, when I did it, whom I spoke to and what the resolution/outcome of the call is/was.

I need to create a customer drop off form and possibly a survey to find out the needs of my customers. A good survey is worth more than it's weight in gold (which can't be that much as paper is light!)

I think this will be important when dealing with vendors, software distributors, contractors and contract issuers. I hate when they tell me that I never called or the like. With this I can go back and say "I called on X date, spoke to NAME, and was told X person would call back", or I can see whom I left a VM for. If a trend starts to occur I can deal with it accordingly.

 

[multiplexed]

I would like to get some software that will do this as well.

CRM software has recording of communications as a basic feature.

http://www.act.com
http://www.maximizer.com

You can do - Contacts, Communications, CYA, Notes, Attached Documents, Opportunity tracking, Reminders & Calendars & To-Do's, Customer Organization, Mail & Email Merges, etc. etc. You can also track equipment customers use. For example, a month before their antivirus expires you can call them & offer a competitive upgrade or newer version. When something is obsoleted and end-of-life'd, you can query who's using the old equipment, then mail merge an offer to get the customer back on to a current version.

possibly a survey to find out the needs of my customers.

I've checked out a version of this a long time ago.
http://www.limesurvey.org
I'm not sure if it only does online surveys now though, but you might be able to print a survey to *.pdf. I'm not sure.