Activity Management

Managing activities and proper follow-up procedures are critical for closing sales and managing customer relationships. Sales Automation's activity management helps keep your team organized and focused to make sure your customers are receiving the attention they need every time.

Benefits:

• Complete time management with broad access to contacts, calendar, and activity information
  
  
• View and schedule appointments from a variety of different folder options
  
  
• Manage scheduled tasks and keep track of activities for a specific period: daily, weekly or period selection
  
  
• Manage sales activities and sort them by action plan categories
  
  
• Manage activities by each action category or by scheduled task
  
  
• Spontaneously review which leads require action and when
  
  
• Reschedule follow-ups accordingly
  
  
• Increase productivity and enhance customer service levels