Activity Management 

Purpose

Activity Management is an integral part of Customer Relationship Management (CRM) and administers all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.

It answers day-to-day questions, such as what appointments do I have next week? When can I arrange a visit to Ms. Smith? Who can cover for a sick colleague in external sales? A sales representative can view the outcome of a telephone call made after an initial customer visit, and the sales manager quickly and easily gains an overview of all the activities that have taken place in the department during a certain period of time.

Activity Management plays an essential role in optimizing your company's relationships with customers, managing their data, and thus ensuring your company's success in the market place.

Integration

You can use Activity Management at any time during the CRM life cycle. The business activities keep a record of any interaction that has taken place between your company and its customers. On the other hand, the tasks provide a way for your employees to manage their own workload as well as record any private appointments or reminders they may have. Thus, everything undertaken by employees within a department or company can be managed quickly and easily in one transaction.

Activity Management is integrated with the CRM Mobile Sales solution as well as Microsoft Outlook so that no matter where your employees are, they can always keep track of their appointments and activities.

Features

Within Activity Management, your employees can: