Sales activity tracking

Build a detailed picture over time of your opportunities, both at an individual and a team level with Workbooks:

• Improve customer satisfaction by making sure every opportunity can be progressed effectively and every call can be followed up
• Get greater consistency and continuity across multiple stakeholders and locations throughout the lifetime of every opportunity
• Know what’s been done and what needs to be done next, by when and by whom by seeing the status of all activities
• See who is performing well and who needs support with an overview of activity across the team
• Allocate resources more effectively and better understand your KPIs with full visibility of sales activities