Salesforce Features
Task and Activity Management
Coordinating customer-facing activities and events is a critical part
of closing business and managing customer relationships. Salesforce's
activity management capabilities help keep your reps organized and
working together so your customers receive the attention they need.
This feature is available in all Editions.
Training and Documentation
Feature Details
- Activity Tracking and Collaboration: You can track tasks and activities, schedule joint meetings, assign tasks to other users, and set up activity templates for frequently or automatically assigned tasks.
- Activity History: Maintain a historical record of all activities (complete and pending) related to an account, contact, or opportunity.
You can find more details about Sales Activity Management which is a built-in to CRM Software as a Service solution.
3 Comments
December 1
Your CRM has many steps which could easily be automated and I feel as a sales development person that I have to click many fileds that don't need to be clicked.
I feel that your company is missing a huge opportunity by not simplifying and automating the screen processes for updating lead information, contact information and account information.
Your system is cumbersome and unneccessarily so.
December 8
I have several Sales Assistants who need to be able to edit their Sales person's tasks, however without Administrative privileges they are unable to do so. There needs to be a way to allow people to update tasks assigned to other users.
January 15
When will we be able to automate the email process? I want to send an email to every lead (not just web-generated leads) 1 day after they are created and 14 days after they are created. We can create workflow rules and tasks, but we can't automatically generate an html template to a lead on a set date.