Membrains Activity Stream is your first port of call when you want to see all the important events and activities carried out on a particular Sales Project, Prospect, Company or Contact. But what happens when you want to see more... at a glance?
If you already enjoying recording additional information in what we call 'Activity Custom Fields', you're gonna love this new update. Activity custom fields (and the data you capture in them) are now visible in all activity streams throughout Membrain, making the outcomes of your meetings and phone calls etc. easier to see than ever before.
But let's back it up first for those of you who haven't availed of this new feature just yet, and explain how custom fields for activities can bring your activity tracking to a whole new level.
What is an Activity Custom Field ?
Activity custom fields give you control over what information is recorded as part of activity creation. 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 Phonecall Outcome drop-down list to select from - after a call with a prospect - cuts time and can help salespeople understand what the next step should be.
And of course, there's a world of additional options to be explored, like incorporating Playbooks into these outcomes, as well as powerful reporting capabilities with the Dashboard.
Read more in this recent article Do more with customized Activity Tracking
In the example below, we see an appointment with three clear areas for the salesperson to easily track Meeting Outcome, Meeting Highlights, and Link to the meeting recording. Never feel like you need to click through to see the important information again!
All sorts of important information like this can be easily added during the meeting or afterwards from the activity stream itself. Having this kind of quick overview of the outcome of a meeting from the Activity Stream offers greater insights and a smoother experience with activity tracking.
Learn how to Use Custom Fields with Activities in your Sales or Prospecting Processes today and create workflows your sales team will love you for!
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