Understanding Activity Management in CRM

Here is what you need to know about activity management in CRM…


According to Wikipedia,  Activity management is the process of recording everything a worker does throughout a typical day, in the order that it is done, all while labelling their activity correctly. 

Tracking the progress of what is done by each worker in a typical day is becoming increasingly complex as organizations grow, both internally (growing employee numbers, responsibilities) and externally. Activity management systems create an easily accessible format for tracking the performance of both employees and employers.

In my previous article, I have opened up on sales force automation and its benefits to a customer-centric enterprise. 

In this article, I want to talk about Activity management, as well as how it can contribute to Sales Force Automation. Follow me as we look at this together.  Before I even delve into that, I want to tell you that Activity management is one of the important features of a good Sales Force Automation software.

Understanding Activity Management in CRM

Let’s jump in…

Customer Relationship management based activity management administers business or enterprise activities such as seminars, calls, visit, and mailing among others. In a nutshell, activity management monitors every activity that is been carried out by an organization. This includes meetings and seminars that are been organized by an organization.

Activity management help sales professionals to simplify complex jobs in a well organized and strategic manner.  If we have a seminar for example, and some of our potential customers came to the seminar. The organization’s sale staffs can follow up on this seminar by distributing Qualified leads among the sales staffs that we have in the organization. 

This will help the organization to close deals faster and ensure that they are not losing potential customers to competitors.

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Adeniyi Salau

Adeniyi Salau Scrum Master Certified , CCNA R&S , BeingCert and Scrum Certified Digital Marketing Professional, CEP, MOS, MCP, CSCU (Project 2016), Microsoft Certified Security and Networking Associate is a Google and Beingcert Certified Digital Marketer, Project Manager and SEO Expert of repute with about a decade of Blogging and online marketing experience. He is always ready to share his experience with others.

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