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Activity Management
Activity Management allows sales teams to collaborate by scheduling events, assigning tasks, and coordinating meetings. Because all account-related activities are tracked and managed with clearly defined ownership and accountability, you can easily increase the efficiency of your sales team and ensure timely follow-up with your prospects and customers
Details:
Task Assignment
Enable reps to assign follow-up activities to other team members so they can work together to transform prospects into profitable customers. Tie activities to leads, contacts, accounts, opportunities, and more.
Shared Calendaring
Allow teams to schedule events and coordinate meetings so that every member of your organization involved in a customer transaction is aware of what needs to happen, when it needs to happen, who is responsible, and which customer it is for.
Activity Reporting
View activities by rep, by territory, by week, by contact, by account, and more to maximize productivity of individual reps or teams.
Benefits:
· Ensure timely follow-up with your customers.
· Facilitate collaboration across sales teams.
· Monitor and maximize productivity of individual reps or teams.
· Increase productivity by trimming administrative tasks.
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