Activity Management With POOL4TOOL

Coordination of activities and events that are aimed at clients is crucial for completing business deals and managing client relations. With POOL4TOOL's activity management, your employees remain organized and can work together to assure that your clients receive the necessary attention.

Benefits:

• Higher productivity
• Better coordination and collaboration
• Important tasks are not skipped over
• All employees are informed about the entire account activity history
• Higher customer service level
• Coordination of sales procedures in complex businesses
• Quick reaction to customers

Highlights:

Activity Monitoring And Collaboration

Tasks and activities can be understood, group meetings announced, tasks assigned, and activity templates for repeating or automatically assigned tasks established.

Calendar Creation

Appointments and other activities can be administrated and planned. Calendars for shared resources and company or team activities can be made public.

Activity History

Data sets for all finished and pending activities for one account, contact, or opportunity can be stored.

Team Management

Teams can be assigned by account or opportunity, and individual sales employees can be relocated to sales force teams.

Work Fields Within Teams

Locate the optimal work field for every team member. Determine different security levels for each person with POOL4TOOL's role management to ensure access to the relevant data.

Real-Time Alerts

Create user-defined alerts and rules — report on important business events, risky deals, etc. — whereby particular employees are informed automatically about important events.