Activity Management
Activity Management helps customer-focused teams plan, execute, capture, and track customer interactions across multiple channels throughout the customer life cycle. These interactions include emails, meetings, calls, and key customer touchpoints such as discovery, product demos.
Activity Management benefits
| Benefit | Feature | Users |
|---|---|---|
| Provide a single, consistent system to plan, capture, track, and act on all sales and service team activities such as discovery calls, demos, and customer business reviews across channels. | CRM Touchpoints | Sales and service teams |
| Eliminate context switching by accessing CRM data directly from Microsoft Outlook without opening a separate browser or application. | CRM Outlook Add-in | Sales representatives |
| Automate associating emails to Lead, Opportunity, Account, or Contact records using AI-based workflow. | Explore AI sales activity association | Sales representatives |
What to explore next
To learn more about configuring and using Activity Management, see: