Tracking Proactive Calls

I discovered that we use an Excel spreadsheet to track our outbound calls and we place the calls manually. I couldn’t help but ask my manager about it:

William: So maybe this is a silly questions, but how come we are using an Excel spreadsheet to track our proactive calls at InsideSales?

Josh: I guess that is kind of funny. I just haven’t figured out a good way to do it with the dialer yet.

William: Couldn’t you just create a couple of custom fields? You could make one of them the date of the last call. And you could set up the dialer initiative to pull contacts into the dialer in the order you want.

Josh: Ya I guess I just haven’t taken the time to do it.

William: So I can’t help but point out the irony in that. We’re selling this software and we’re using an Excel spreadsheet to track out outbound calls. So maybe we have just stumbled on one of the reasons that some people don’t buy our software.

Josh: Could be. <Pause> But if I was running a company where that was what I did all the time then I would want to buy software and sit down and set it up.

William: That’s true. After all, you’re only running a department at InsideSales where outbound calls is a significant portion of what we do. Makes sense.

By this time Heather and I were busting up pretty good. I think Josh might have been getting a little uncomfortable with the way the conversation was going, so I stopped pressing the matter. But man, I could not believe it. Here we are selling some of the most advanced lead management and dialing software on the planet and we’re using an Excel spreadsheet to track our calls.