The Monday call sheet
Your telesales team has a list of customers to ring each day, printed from a spreadsheet that was last tidied a while ago. For each call, they open the customer in the order system, scroll back through recent invoices to see what was bought, and try to spot what is missing. They mention the deal sheet if they remember. If the customer does not answer, the name gets a tick and a note, and the list moves on.
Some customers are rung on the wrong day because their delivery day changed. Some are not rung at all because they dropped off the list. And the best telesales person is the one who remembers that the pub on the corner always forgets the mixers.
Why every call starts from scratch
The information that makes a good sales call exists: order history, usual lines, delivery day, current promotions, what is in stock. But it sits in different places, and the call list is a static printout that knows none of it. So each call relies on the caller digging through screens while the customer waits, or on what they remember.
- Call days are not linked to delivery days or cut-offs.
- Nothing shows which usual lines a customer has not ordered lately.
- Deals and new lines are not matched to customers who would want them.
- No-answer calls are not rescheduled in a structured way.
- Order entry is on a different screen from the call list.
What that costs in orders
Each call is shorter on selling and longer on searching. Customers who miss a call may not order that week, or order elsewhere. Gaps in a customer's usual order go unnoticed until they have quietly moved that line to another supplier. And the team's results depend heavily on who is on shift, which makes holidays and staff changes expensive.
The call list tool we build
- Each morning, the tool builds the day's call list from your customers' delivery days and cut-offs, so calls happen in time for the next run.
- Opening a customer shows their usual lines, what they ordered last time, and lines they normally buy but have not for a while.
- Current deals, new lines and stock you want to move are suggested for that customer based on what they and similar customers buy.
- The caller builds the order on the same screen with the customer's own prices, and it goes to your order system when confirmed.
- Unanswered calls are rescheduled automatically within the cut-off, and customers who have missed several calls are flagged for the account manager.
| Paper call sheet | Call list tool | |
|---|---|---|
| Who to ring | Fixed list, often outdated | Built from delivery days each morning |
| What they usually buy | Scroll through invoices | Shown on opening the customer |
| What to offer | Deal sheet, if remembered | Suggested per customer |
| Missed calls | Tick on paper | Rescheduled and tracked |
| Order entry | Separate screen | Same screen |
How the team works afterwards
Callers spend the call talking to the customer, not scrolling. The gaps in a customer's order are visible, so they can ask about them, and suggestions are relevant rather than the whole deal sheet read out. New starters can be productive quickly because the screen carries what the long-serving caller used to remember. Managers can see calls made, orders taken and customers slipping away, day by day.
Is your telesales like this?
- Callers work from a printed list.
- Customer history is looked up during the call.
- Deals are mentioned when someone remembers.
- Customers drop off the call list without anyone noticing.
- Results depend heavily on which caller is in.