If you’re tired of chasing reps for call notes or losing track of sales convos, you’re not alone. Manual call logging is a time sink, and it’s easy for things to slip through the cracks. If you use Salesken, the good news is you can automate a big chunk of this. This guide is for sales managers, ops folks, and anyone who’s had enough of hunting down missing call records.
Let’s get into it: how to set up automated call logging in Salesken, what actually works, and what’s just extra noise.
Why Automate Call Logging in the First Place?
Before we get tactical, here’s why this matters:
- Consistency: Automated logs mean you don’t have to trust everyone to remember (or bother) to log calls.
- Accuracy: No more “Oh, I’ll add those notes later” — which we all know means never.
- Data you can actually use: You get a real view of your sales funnel instead of a patchwork of half-completed records.
Manual logging isn’t just annoying — it’s a bottleneck. If you want clean data and less nagging, automation is your friend.
Step 1: Understand What Salesken Can (and Can’t) Automate
Don’t assume any CRM or sales tool is magical. Salesken can automate a lot, but not every single call gets logged without any setup. Here’s what you should know:
Salesken automatically logs calls that happen through its own dialer or integrated VOIP providers (like Twilio, RingCentral, or Aircall). If your reps are calling from mobile phones, WhatsApp, or random desk phones, those won’t get logged unless you go out of your way to connect them.
What gets logged automatically: - Call start/end times - Call recordings (if enabled) - Notes (if reps use the Salesken interface) - Sometimes, call outcomes (if you set up dispositions)
What doesn’t get logged: - Calls made outside supported systems - Any context not captured in the CRM (e.g., side conversations, SMS)
Pro tip: If you want true automation, get everyone using the same tools. Mixed setups are a recipe for missed data.
Step 2: Check Your Current Call Setup
You can’t automate what you can’t see. Take stock of how your team actually makes calls:
- Are they using Salesken’s built-in dialer?
- Are you integrated with a VOIP provider?
- Is anyone still using their cell phone directly?
Action: List out every calling method in use. Talk to your reps for the real answers — don’t just look at last month’s report.
If everyone’s on the Salesken dialer or a supported VOIP: You’re in good shape for automation.
If not: You’ll need to tighten things up. Otherwise, you’ll keep chasing ghosts.
Step 3: Integrate Your Calling System with Salesken
Here’s where the rubber meets the road. You need to connect your calling system to Salesken so calls get logged automatically.
Option A: Using Salesken’s Built-In Dialer
If you’re already using the built-in dialer: - Logging is mostly automatic. - Make sure all reps are logged into Salesken during calls.
Option B: VOIP/Telephony Integration
If you use systems like Twilio, RingCentral, or Aircall:
- Head to Salesken’s Integration Settings: Usually under “Settings” > “Integrations” or similar.
- Select Your Provider: Find the VOIP provider you use.
- Follow the prompts: You’ll need API keys or admin access for your phone system.
- Test with a real call: Don’t trust a green checkmark — make a call and see if it logs.
Heads up: Some integrations require extra licensing or permissions. If you hit a wall, check with your IT team or the vendor’s support.
Option C: Calls Outside Supported Systems
If your team is using phones that can’t be integrated:
- You can’t automate logging for these — period.
- Best option is to move everyone to an integrated VOIP or the Salesken dialer.
- If that’s politically impossible, at least require manual call logging (but expect gaps).
Step 4: Set Up Call Logging Rules and Fields
Default automation is good, but you’ll get more value if you define what gets logged and how.
- Call Dispositions: Add required fields like “Call Outcome” or “Next Steps” so reps can quickly tag calls.
- Auto-assign calls to deals/accounts: Make sure calls are tied to the right contacts in your CRM.
- Custom Fields: If you need to track things like competitor mentions or demo requests, add those fields now.
Don’t go overboard. Every extra required field slows reps down and makes them find workarounds. Stick to what you’ll actually use in reporting.
Step 5: Train Your Team (But Keep It Simple)
Automation doesn’t mean you can skip onboarding. Your team needs to know:
- How to use the dialer or phone system correctly
- Where to find call logs in Salesken
- How to add quick notes or follow-ups after a call (if needed)
Focus on the “why.” If reps understand this saves them hassle later, they’ll use it. If you just say “new process, deal with it,” you’ll get resistance.
Step 6: Monitor, Tweak, and Actually Use the Data
Automated logging isn’t “set and forget.” Check your data weekly for a while:
- Are all calls showing up?
- Are calls assigned to the right deals/accounts?
- Are notes or dispositions being filled out?
If things are missing: - Ask reps what’s breaking down. Usually, it’s a workflow issue, not laziness. - Adjust integrations or fields as needed. - Don’t be afraid to cut unused fields. Simpler is better.
What Works, What Doesn’t, and What to Ignore
What works: - Full automation when everyone uses the same dialer or VOIP. - Keeping required fields to a minimum. - Checking your logs regularly for missing data.
What doesn’t: - Hoping reps will do manual logging “because it’s important.” - Complex setups with multiple phone systems. - Piling on extra forms “for better insights” (no one fills them out).
Ignore: - Overpromised AI features that “summarize every call perfectly” — they’re rarely accurate enough to trust for critical info. - Fancy dashboards if the basic call data isn’t there yet.
Pro Tips for Smoother Call Logging
- Use automations for follow-ups: If Salesken supports it, trigger follow-up tasks or reminders right from the call log.
- Review recordings for real coaching: Don’t just log calls for the sake of it — use recordings (if legal in your region) to coach reps.
- Sync with your main CRM: If you use Salesken alongside Salesforce, HubSpot, etc., make sure call logs flow into your main system. Double entry is a morale killer.
Keep it Simple — and Iterate
Automating call logging in Salesken is about making life easier, not adding more busywork. Start with the basics: get everyone on the same system, automate what you can, and review what’s actually working. The simpler your process, the more likely your team will stick with it — and the less you’ll have to chase missing info later.
Set it up, watch it for a few weeks, and don’t be afraid to trim what you don’t need. You’ll get cleaner data, fewer headaches, and more time to actually sell.