If you’re in sales, you know the drill: schedule the call, make the call, log the call. Repeat. But if you’re using Bloobirds, you’ve probably noticed there are a dozen different ways to get those steps wrong—or to waste your own time. This guide is for people who want the simple, effective ways to schedule and log calls so nothing falls through the cracks, your pipeline stays accurate, and you don’t lose your mind to busywork.
Why Scheduling and Logging Calls Properly Matters
Let’s get real: the main reason to schedule and log calls is so you don’t forget stuff, you stay organized, and your team (or your boss) doesn’t chase you for updates. But it’s also what makes your CRM actually useful. If you treat Bloobirds like a dumping ground, you’ll end up with a mess you can’t trust.
When you do it right: - You have a clear view of next steps for every lead. - You waste less time trying to remember what happened last call. - Reporting and forecasts are actually worth something.
Ignore it, and you’ll be stuck with pipeline fiction and endless follow-up headaches.
Step 1: Set Up Your Bloobirds Call Workflow
Before you start burning through dials, take five minutes to set up your workflow. Do this once and you’ll save hours later.
Decide on your call types and outcomes. - Bloobirds lets you customize these. If your team never uses “Demo Scheduled,” kill it. Add types that make sense (e.g., “Intro Call,” “Follow-Up,” “Gatekeeper”). - Keep outcomes simple. Don’t have seven flavors of “No Answer.” You’ll thank yourself later.
Set default call durations and reminders. - If every call is 15 minutes, set that as the default so you’re not fussing with the calendar each time. - Use reminders, but don’t overdo it. One nudge before the call is enough for most people.
Sync your calendar. - Connect your Google or Outlook calendar. This seems basic, but if it’s not synced, you’ll double-book or forget stuff. Don’t rely on memory.
Pro Tip:
If your admin wants to track every micro-interaction, push back. The more fields you have to fill, the less likely you are to log things accurately.
Step 2: Scheduling Calls That Actually Happen
You can schedule calls right from within Bloobirds, but let’s be honest, not every feature is worth your time. Here’s what actually works:
Schedule from the contact or company page. - Don’t bother with the global calendar unless you’re juggling a ton of calls. Scheduling directly from the lead means fewer clicks and less chance you pick the wrong person.
Add real context in the invite.
- Don’t just write “Call.” Give the contact a reason to show up. Example:
- Subject: “Quick check-in: Next steps for Acme project”
- Notes: “Will walk through proposal details, answer questions.”
Send a calendar invite, not just a CRM task. - If it’s not on their calendar, it’s not real. Add their email so they get the invite. You’d be surprised how many no-shows are just people who forgot.
Batch your scheduling. - Block time for outbound calls, then schedule in chunks. Don’t scatter calls across your day unless you want to lose all your focus.
What to skip:
Don’t bother using Bloobirds’ “suggested times” feature unless your contacts actually use it. Most people just want you to tell them when to talk.
Step 3: Prepping for the Call
This is the step most people skip, but it’s where you go from “dialing for dollars” to actually closing deals.
Review the contact and company info. - Check your last notes. If you logged your last call right, this takes 30 seconds. - Glance at recent activity—emails, LinkedIn touches, whatever you track.
Set an agenda. - Write this in the call notes so you’re not winging it. You look more prepared, and you’ll get through calls faster.
Pro Tip:
Copy-paste the agenda into your calendar invite notes. That way, the contact sees you’ve done your homework.
Step 4: Logging Calls—Fast, Honest, and Useful
Logging is where most people cut corners, but if you treat it as a chore, your CRM turns into junk. Here’s how to do it right—without wasting time.
Log right after the call. - Don’t say “I’ll do it later.” You won’t. Two minutes now saves you 20 later.
Focus on outcomes, not just activity. - Did you book a meeting? Get a “maybe”? Hit a hard no? Mark it honestly—even if your manager doesn’t want to see bad news.
Write real notes. - Skip the novel, but don’t just write “good call.” Add one or two sentences about what matters: - “Interested in pricing, sent follow-up email.” - “Asked for demo next week, prefers afternoons.”
Update the next action. - Always set the next step, even if it’s “no further action.” This keeps your pipeline clean.
Don’t fudge the numbers. - Resist the urge to log fake calls to hit activity metrics. It’ll burn you later—your data, your pipeline, your reputation.
What to ignore:
Don’t waste time filling optional fields unless your team actually uses the data. If nobody reads the “Call Difficulty” field, skip it.
Step 5: Using Call Data to Get Smarter
The real advantage of logging calls in Bloobirds is that you can spot patterns—if you look for them.
Review your call history weekly. - Are you calling the same people over and over with no movement? Change your approach. - See where deals are stalling. Maybe you need to try a new script or reach out to someone else.
Share honest feedback with your team. - If the call logging process sucks, say so. Most teams have too many steps because nobody complains.
Pro Tip:
Export your call data into a spreadsheet once a month. Sometimes it’s easier to spot trends outside the CRM.
Common Pitfalls (and How to Dodge Them)
Don’t let calls go unlogged. - If it’s not in Bloobirds, it didn’t happen. Missed calls, short calls, even bad calls—log them.
Avoid overcomplicating things. - More fields, more problems. Stick to what matters: what happened, what’s next.
Don’t rely on memory. - “I’ll remember to log it after lunch.” You won’t. Log it now. Future you will be grateful.
Skip the “activity for activity’s sake” trap. - Don’t call just to log calls. Make every call count toward moving a deal forward.
Wrapping Up: Keep It Simple, Iterate Often
Scheduling and logging calls in Bloobirds doesn’t have to be a slog. Set up your workflow once, keep your process simple, and don’t be afraid to ignore features or fields that don’t help you. The goal isn’t perfect data—it’s a workflow you’ll actually stick to. Try the basics, tweak as you go, and cut what doesn’t work. That’s how you get value from your CRM without letting it run your day.