Activities and goals

Activities and goals

Watch the goals of your company and team members. The ability to individually determine the goals of each team member to help assess the achievements of the goals and compare them with other team members.

Time management

Scheduling tasks, events, calls and terms

Event linking to sales

Link events with Sales and do not miss important terms

Monitoring activity

Monitor your company and staff activity

Reminders and notifications

Thanks to system notifications and reminders, you will not miss important events

Goals

Set goals for your business and sales managers


Time management

Calendar helps you plan events, tasks and calls. It's easier to combine the organization's meeting times, usage of companies cars or conference rooms.


Time management

Event linking to sales

Event linking to sales

Ability to create events, calls, terms and tasks related to Sales. There is also an opportunity to invite other guests, colleagues and clients to the event. Thanks to system notifications, the system will remind you of an upcoming event linked to sales.


Monitoring activity

On the desktop, you can choose which activity indicators to display on the Activity desktop , such as: - how many leads have been created and converted into contacts, organizations and sales; how many companies, contacts and sales have been created; how much sales have been won or lost; scheduled and executed calls, events, tasks, terms, meetings or sent emails.


 Monitoring activity

 Reminders and notifications

Reminders and notifications

With system notifications, you will be informed about the validity of documents, scheduled calls, events or tasks. You will also know about the work delegated to you and you will be informed about changes to the subsequent records.


Goals

Goal settings can specify target goals for each employee, such as how many sales, their sum, calls, successful calls, meetings, generated cold contacts or quantity of converted leads. Objectives can be long-term and short-term.


Goals
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