Click to Dial using Spreadsheets
Sales can feel complex at times, and sometimes companies will be looking for single tools to just solve a single problem. In this post we share how to set up click to dial using a spreadsheet and skype, counterpath bria, or other VoIP clients.
That said, using a spreadsheet as the base for your calls isn't the best idea. It's not easy to report on what has worked and what has not. And later on in the process you'll want those prospects in a CRM system either way. If you're not sure which CRM system is for you, you can arrange a call to get some advice.
Alternatively here are a few of the best CRM system suggestions, taken from our overview of sales tools. Click through the links below to go grab your free trials:
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A QUICK NOTE: At YourSales we do outsourced sales worldwide – especially for companies that sell SaaS, IT infrastructure and related service offerings to businesses. You can contact us using the button below. That said, we don’t sell any of the products mentioned in this post. This is free advice that we will send no invoices for. So – just enjoy it, and feel free to ask questions.
The inspiration to this post comes from a post from years ago. We'll go further down the click-to-dial-with-excel rabbit hole.
If you’re like me – a starting entrepreneur with a need to make many calls – you may have found as well that the Skype offering for calling is not entirely bad. In fact it’s pretty good. If you can live with the mess Skype makes of receiving instant messages on multiple devices, this might in fact be a solution for you.
You may even have picked it already. If that’s the case the following might be for you.
Not long ago, I received a relatively large file of names and contact details of people I needed to connect with. While I could have just copied the numbers to my favourite VOIP app on my computer, I really needed click-to-dial (aka click-to-call) as I find it to be way more efficient when calling a list of people.
The question was: How can I use the Excel list as a click to dial list with Skype or Counterpath Bria?
Here's How to Set up Click to Dial
First I needed to format the number correctly so they would be understood by the VOIP app. Skype for instance doesn’t place calls for numbers that include spaces. I went through several suggestions on how to remove the spaces, but eventually the process that worked was this:
- Click the top of the column that contains the numbers in order to mark the entire column.
- Right-click anywhere on that column and select “Format Cells”.
- Select “text”.
- Go through the numbers. You’re looking for any numbers that contain “+” or otherwise look like anything else than a string of numbers.
- When all is checked, you move on.
- Add a column next to the original column with the numbers (you can add it anywhere, but this makes it easy to keep the overview).
- In the first row with a telephone number you wish to call (let’s assume your original number is in cell A2), add the following formula:=HYPERLINK(“callto:”&SUBSTITUTE(A2;” “;””)). This will remove spaces and create a hyperlink with the callto: HTML tag, which both Skype and Bria can pick up. You need to select which of the two apps actually get the call. What’s more, if you have several voip numbers in Bria, you need to configure which of the numbers is used in which cases – something I have given up on. Just can’t be bothered.
- Click the link to test if it works as it’s supposed to. It should – and you’re now ready to copy that formula to all cells next to a number you wish to dial. Hide the original column to clean up and keep the original data. Now use your new column for your work.
Have fun and good selling!