Activity tracking in sales brings lots of benefits to both sales people and to managers alike. With this new update, we're raising the bar and adding the possibility to capture more insights that are important to your business.
Activity custom fields give you control over what information is recorded as part of activity management by your team. Adding a custom field like Meeting Highlights to an Appointment for the salesperson to complete during or after a meeting creates a clear and easy workflow to follow. Or a Conversation Outcome dropdown list to select after a Call with a prospect cuts time and can help salespeople understand what the next step should be, as well as give coaching insights to team leaders on how individuals are performing.
You can get really creative with what kind of information you would like to track in your activities. For example, adding a Scorecard to help your salespeople score and identify suitability to move forward can be very powerful. There really is no limit to what additional information you can capture and share here - we've listed a few examples below to get you started with some ideas:
- Meeting notes - identify the important points or highlights of the meeting
- Phone Call outcomes - quickly give your judgement on the overall feel of the conversation - was it a positive or a negative one?
- Link to a file or site - link directly to a recording of an online meeting to use as a reference point or coaching tool
- Scorecards - identify strengths, weaknesses or suitability with scorecards after a call or meeting
- Or any other combination of custom fields currently in use in workflows, or create new ones just for this specific purpose
Sound like something you and your team could benefit from? Learn more about Activity Management or drop us a line at support@membrain.com and we'll be happy to show you how it can increase your activity tracking effectiveness.
Help us spread the word about how great Membrain is and write a review on G2Crowd
