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.
Tasks and activities can be understood, group meetings announced, tasks assigned, and activity templates for repeating or automatically assigned tasks established.
Appointments and other activities can be administrated and planned. Calendars for shared resources and company or team activities can be made public.
Data sets for all finished and pending activities for one account, contact, or opportunity can be stored.
Teams can be assigned by account or opportunity, and individual sales employees can be relocated to sales force 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.
Create user-defined alerts and rules — report on important business events, risky deals, etc. — whereby particular employees are informed automatically about important events.