Activity Tracker monitors the activities that matter
The Activity Tracker allows the sales leader to review their team’s planned and completed activities (like prospect calls; follow-up tasks; appointments made; etc.) to push deals forward. Get alerts for overdue tasks to stay on top of your team and step in for a coachable moment when the activities planned for the week ahead are looking light. Easily filter by team or owner or interaction type to see exactly what you need to make sure the right type of activities are being scheduled by your team. What type of activities is your star performer doing to hit 105% of their quota? Is the rep that’s only hitting 75% of their quota booking the same type of activities? This is the perfect type of data that sales leaders can use to provide active coaching to their sales reps during their 1-on-1s.
Key functionalities of the Activity Tracker:
Easily navigate, assign, and track tasks for yourself and your team members. You can filter by:
Owner:
Interaction Type:
Interaction Category:
How do you add or update your Interaction Types/Categories?
You can do it by accessing the Administration menu then clicking on the Settings menu
Then, you can click expand the Interactions menu, click on Type and the window will open the configuration menu where you will be able to add, edit or remove interaction types.
Schedule client meetings, calls, and follow-ups
You can do this directly in the Activity Tracker by clicking on the card. This card will open the dialog which will allow you to create a new interaction.
Receive timely reminders for upcoming tasks and appointments, helping you stay on track and meet deadlines.
Keep a comprehensive log of all your interactions with clients, including notes, emails, and calls. Navigate through the calendar weeks by clicking on the left arrow, this will take you back 3 weeks and the right arrow will take you 3 weeks ahead. Quickly get back to the current week by clicking on the “This Week” button.
Activity Tracker - Allow moving the view of interactions and activities to next or previous three weeks
View details of Customer Service cases
Open the associated case and view its details in the pop-up. From the pop-up; you can also edit the case and perform actions against it so you can enhance your workflow and service your customers.
Timeline is available in the pop-up for entry details
Any Address Book entry or Opportunity pulled from the Activity Tracker now shows the Timeline in addition to the entry details. This tab allows you to review what has happened to the entry; and any notes and documents created for the entry so you can review the most recent activities related to that entry without leaving the module.