How Daylite Makes Tracking Phone Calls Easy
Quick Tips November 9, 2016 JD Mckenzie
A desk covered with sticky notes. Scribbles on the back of junk mail. Hopes and prayers. For many businesses, this is how they keep track of calls. And who can blame them? Keeping notes and logging calls is distracting and difficult. While this may be true, just like eating your vegetables, tracking calls is good for you.
To be successful, you need to remember a lot of important details about a call:
Who was on the call?
When did the call happen?
What was discussed?
What promises were made?
When do you need to follow up?
These are some of the questions swirling through your head, just to name a few. When you take a lot of calls throughout the day, keeping track of all that can be daunting, if not impossible.
When you aren’t tracking your calls digitally, the task of remembering is up to you and your brain. For the short term, this can be ok, but not for the long-term growth of your company. As your company grows with more clients and more calls, it will inevitably lead to forgotten commitments, lost opportunities, and awkward conversations while you try and remember what happened the last time you spoke.
Fortunately, there is an answer: Daylite.
With Daylite you get a comprehensive set of tools designed specifically to keep track of who you called, what the call was about, why the call happened. Oh, and you can link each of these together.
Now you’ll get a better picture of your customers, and see how that relationship grows and changes.
When you use Daylite, you can easily create notes and link them to a contact. Now your conversation is documented and organised so you can easily recall this, as well as the rest of the contact history.
Ever go to bed and remember that you forgot to call someone? Daylite helps you remember all the follow ups you need to make. After a call, you can set a task to remind you to follow up next week. This way you don’t have to try to remember on your own because the task will show up on your due today list.
Have you ever had a call scheduled with a client or vendor and completely forgot about it? With Daylite you can say goodbye to ever missing scheduled calls again. When you know you have a call in advance, you can schedule it in your Daylite calendar and set up as many reminders you need. This way you’ll receive notifications to remind you 15 minutes and 5 minutes before the call. You’ll never have to apologize for missing a call again.
You don’t have to remember calls on your own, scramble to jot down important information or depend on an unreliable paper system. Daylite makes call tracking a piece of cake with the help of linking notes task and appointments to your customers.
Start tracking your calls in Daylite, and focus on what’s important, your customers.