Applying Rules to your workflows helps you stay on top of what's important, keep momentum up, and ensure your Prospect, Sales Project or Account Growth Projects are in a healthy state.
Of course, sending alerts to the project owner or their manager, along with generating color-coded flags within a project, are great ways to highlight when expected activity levels are not being reached. But it's a real eye-opener when you shift your focus to look at not just the Activity Type, but Activity sub-type which is due on a project.
With this latest update, its now possible to create rules that trigger when certain expected activities have not been carried out on a Prospect, Sales Project or Account Growth Project. Not only looking at the high level Activity (like Appointment), but taking the customized Activity Types you have created that suit your business (like Proposal meeting or Weekly Sales meeting), and allowing you craft your rules around those customizations.
Some ways to improve your process rules today:
| Rules can now be configured to alert on a specific Activity sub-type |
When working on Key Accounts with a rule that triggers when there has not been an Appointment in 30 days. Update this rule to trigger when there hasn't been a Customer Review or a Partner Planning meeting in 30 days.
Or when working with Prospects, a rule that alerts when there hasn't been a Phonecall made in 5 days, Make this rule more specific and generate alerts when a Follow-up Call or an Exploratory Call is overdue.
We hope you're excited to try out this new way to apply rules to your processes. Check out these articles and learn more about Creating Rules and Customized Activity types. Or email us at support@membrain.com and we'll be happy to share our best practice advice on how to keep your team on track with Activity Rules.
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