Activity Management

Help Reps Work More Productively and Collaboratively

Sales reps need to coordinate critical customer-facing activities and complex customer relationships in order to successfully close business deals. Salesforce's activity management capabilities help keep your reps organised and working together so your company closes more deals while ensuring your customers are receiving the attention they need.

Sales Activity Tracking and Collaboration

You can track sales tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.

Sales Activity Reports

Generate sales activity reports to get a bird’s eye view of your organisation’s sales performance. Customise the sales activity report to match your criteria and give you a customised view of the sales metrics that matter the most to your organisation.

Calendaring

Schedule and set reminders for appointments and other activities for yourself and other users. Publish calendars for shared resources and company and team activities.

Activity History

Maintain a historical record of all activities (complete and pending) related to an account, contact, or opportunity.


Team Management

Create a team for each account or opportunity as well as default sales teams by rep.

Team Roles

Define activity-based member roles for your teams such as executive sponsor, product specialist, etc. Define a different security level for each role to control access to information, providing each member with only the relevant information needed to complete the task assigned to the member.

Real-Time Alerts

Never risk missing important activities. Set custom alerts and rules (big deal alerts, at-risk deals, and so on) to automatically notify individuals of critical business events.

 
 

Salesforce's Sales Management capabilities include features to manage many other core sales activities alongside Activity Management :

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