How to Log Calls in Salesforce Automatically

How to Log Calls in Salesforce Automatically

Last updated: 

September 7, 2022

Rasheed Ahamed

Rasheed Ahamed

Not every minute spent on CRM is improving your sales. Your reps are spending a significant part of their days updating Salesforce records. 

According to a study by ClickFunnels, close to two-thirds, 64.8% to be exact, of your sales team’s time is spent on non-revenue generating activities. Another research points out that, of all the time spent on Salesforce, only 8% is spent on opportunities.

While updating Salesforce is important, enabling your reps to spend more time on high-value activities is non-negotiable.

The solution to this conundrum is automation. When you automate call logging in Salesforce, you are ensuring that the records are always up-to-the-minute without taking up valuable time from your reps. 

In this article, we’ll learn how to automate call logging in Salesforce and as a result, enrich your lead data with video. Alright, let’s get started. 

Automate Call Logging in Salesforce

Before we begin, you can log your calls in Salesforce manually.

Log into your Salesforce instance. Select the lead or contact you’d like to log a call for. Scroll down to the activity and select ‘Log a Call’. Now you can add the call details—including the call date, summary, and other information. 

Though it seems simple, the process takes hours when you’re doing it dozens of times every day. That’s why sales leaders often recommend setting up automation to relieve yourself from the task. 

And, it’s easier than you think. Hop on and follow the 3 simple steps to automatically log calls in Salesforce using Grain. 

  1. Set up Grain Workspace
  2. Enable Salesforce Integration
  3. Enrich Salesforce with Call Data

1. Set up Grain Workspace

For the uninitiated, Grain is a tool that helps you record, clip, and share key moments from sales calls—and build a video library of customer and market knowledge. With Grain’s native Salesforce integration, you can capture and send insights from your sales calls to relevant records. 

The first step is to create a Grain account and set up your workspace. Go to grain.com and sign up using Google or Outlook. Then, create your workspace where all the recorded sales calls from your team will be indexed and organized. 

Once you’re done, invite your sales reps to join your workspace. You can trial Grain with your entire team for up to 30 days. 

2. Enable Salesforce Integration

The next step is to enable Salesforce integration. Salesforce integration is an Enterprise feature—so get one of our customer specialists to make it available for your workspace. 

Once it’s available, you can go to Settings > Integrations > Salesforce to connect Grain with your Salesforce instance. 

3. Enrich Salesforce with Call Data

Now every time you have a call with a contact or lead, a new activity event—with a custom description listing the meeting title, participant info, and links to the Grain recording and associated highlights—will be created in relevant records automatically. 

Voila! You’ve automated the call logging in Salesforce and enabled your reps to spend more time on opportunities. 

Benefits

Why you should use Grain to automatically log calls in Salesforce? 

  • Your call data will be 100% accurate. Grain records the whole conversation and sends the recording to Salesforce directly—leaving no room for error.   
  • Reduce manual data entry that takes your sales team away from selling. Automate call logging in Salesforce to allow your reps to focus on high-value activities.
  • Make Salesforce the source of truth for your team—with customer call data. View the customer call recordings, highlight clips, and notes directly in Salesforce. 
  • Bring clarity and visibility to your sales process by logging every interaction between your prospects and salespeople automatically.  

What’s Next

On average, salespeople spend more than 4 hours per week updating their Salesforce records. More importantly, 4 hours is hardly enough—as they get to complete only half of their sales updates in that time.  

In the “If it’s not in Salesforce, it never happened” world, your reps are left with no choice but to spend their valuable time on admin work. Leverage automation wherever you could to take back the time and focus on nurturing existing relationships and pursuing new opportunities. If you want to log calls in Salesforce, there’s no better way than to record and send the data using Grain. 

Try Grain for FREE with unlimited users and recordings for 30 days

Securely record, transcribe, highlight, and share every video call.

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