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