How To Record Sales Calls: What Team Leaders Need To Know

Every sales call is an opportunity — a chance to learn or grow revenue.



Sales calls are full of feedback, key moments of excitement, and insights for your sales team. These insights enter a salesperson’s mind and are quickly forgotten or disappear on sticky notes.



If your sales tools don’t also help you record sales calls, you risk losing these actionable insights and missing this quarter’s quota.



As a sales leader, you need to save call recordings to update and enhance your go-to-market motions.



Read on to discover easy methods to record sales interactions, best practices, and helpful call center features to grow revenue.









5 Ways To Record Sales Calls



Cloud phone systems offer call-recording features that let you choose suitable ways for different use cases. Take a deep dive to understand more about when to use them. 



1. Automatic call recording



The automatic call recording feature lets sales team members record all calls without manual intervention. These can be cold calls, follow-ups, demos, or critical business conversations. 



When you record every call automatically, sales reps can:




Replay and hear important details shared on the call.



Capture context from conversations where the prospect’s accent is unclear. 



Avoid asking prospects to repeat the same information in subsequent calls.




These recordings later become helpful for training, onboarding new account executives, and quality assurance. They assist in legal compliance for financial services, healthcare, and telecommunication businesses. 



What makes these recordings automatic? You can toggle on the option within your  cloud phone system . No beeps, wires, or cassette tapes. Simply log in, and you can listen to calls anytime.







2. On-demand call recording



Salespeople can start and stop recording specific parts of the conversation. 



You can respect your customers’ privacy and comply with legal requirements tied to key discussions. When it’s switched on, both parties will hear a message such as “Recording in progress.”



Phone systems allow you to customize these messages as per your choice. An easy option is to mention in your call flows that calls may be recorded for quality and training purposes.



Salespeople are better equipped to record conversations of value rather than everything. When you come back for replays, it’s less clutter. You can jump into the core right away rather than sliding through conversations to find what you need. 



3. Supervisor-initiated recording



Sales leaders use supervisor-initiated recording to monitor sales calls remotely and provide feedback. 



Often, these recordings don’t announce whether a call is being recorded, avoiding any customer speculation. For this reason, professionals sometimes call it selective silent recording. 



Here are some situations where supervisor-initiated recordings help:




Monitoring a team’s performance and helping them improve.



Recognizing and appreciating salespeople who follow best practices on calls.



Revisiting tricky discussions to address them through cross-functional support.







4. Conference call recording



Records multiple people’s voices on a conference call. 



Large organizations use conference call recording to maintain records of different verticals’ priorities and updates. It’s like a standup meeting on a large scale, where department heads report. 



Companies use it for various other reasons, including the following:




Capturing details over group discussions or brainstorming sessions.



Keeping a record of cross-departmental meetings.



Providing access to the recording to all participants after the call so they’re on the same page.




5. Video meeting recording



Salespeople use video meeting recording in industries where visual presentations or demos are key to successful sales. Software as a Service businesses rely on it to review potential customers’ sentiments after the call. 



Businesses see its benefits in several areas: 




Optimizing their sales motion for particular use cases.



Reviewing actual pains of their potential customers and engaging them with relevant marketing collaterals.



Collecting prospects’ feedback on what they expect from your product or service.







Best Practices To Record Sales Calls



Now that you know how to choose a call recording method, you need a few best practices to set it up for success. Below are a few practices you can follow while recording sales calls. 



✅ Stay in compliance



Go through local, state, and federal laws related to recorded conversations. Many laws mandate that you get consent from both parties before recording begins. 



These laws vary from state to state. Some require the consent of one party, while others need it from all parties. Check what applies to your business.



♻️ Automate recording notifications



Your salespeople can verbally ask prospects and customers if they can record the call. However, it isn’t a part of the core conversation. Potential buyers trust you with their time. And you should quickly be able to share how you can help without going sideways. 



VoIP systems  can automatically notify customers at the beginning of the call so you can drive them into the core discussion right away. 



ℹ️ State the purpose 



It’s important to state and honor the purpose of recording. Tell the parties why you’re recording the conversation, and adhere to the promise. 



Whether it’s for training, legal documentation, or quality assurance, add it to your recording notification, or state it verbally if you can’t append it.