If you haven’t joined the CTI bandwagon, then you probably have a hard time tracking the duration of your calls (tasks) in Salesforce. At MK partners, we’re already enjoying the benefits of the Skype CTI Connector, but for one of our clients it wasn’t an option. So, we developed a simple process to help them capture the amount of time their reps spend on logging calls in Salesforce. It’s so simple in fact that we’re giving it away, just follow these two steps:
That’s it! You now have a field that will track the amount of time between when you click “Log A Call” and “Save”. Now you just have to create the reports and dashboards to analyze and improve your call efficiency. Good Luck!
1 Comment to "Tracking the duration of a call
Pretty slick solution and one that I’ll have to keep in my tool belt. Keep up the solid postings.
Copying and pasting the formula resulted in some syntax errors. I removed and added the quotation marks and that resolved the problem(s).