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Defining Complete CRM

CRM activities

CRM Activities are an integral component of your CRM and will assist your salespeople in following up and taking notes about current and prospective clients. CRM Activities are a fantastic way to remind members of your team to perform the specified action in the activity. By default, GreenRope provides the essential types of activities, including:

  • Phone call
  • Email
  • Setting a meeting
  • Presentation
  • Much more

Include Demographics as CRM ActivitiesInclude lead scoring for CRM Activities

As with many other aspects of GreenRope’s complete platform, you can customize them to your heart’s desire! Creating custom CRM Activity types will ensure that our platform can meet your custom business needs. To take it a step further, now you can assign lead scoring points to each activity type. This empowers your team to quickly see which leads are being engaged with the most.

Activity reporting

Analytics are everything when measuring performance, success and everything in between. GreenRope makes it simple to see how well your sales team is achieving with activity reporting. Running CRM Activity reports will give you insight to team performance, overdue and completed activities and the most popular types of activities being performed. In a few steps, GreenRope makes it straightforward to import and export these activities so you can utilize them however you wish.

CRM Activity Reporting

Automation

Spice up your CRM Activities with a dash of automation for more efficiency and productivity. The real magic of CRM Activities occurs when they are paired with workflows. Setting activities to be created when a workflow triggers opens up your business processes to endless possibilities. Whether you want a phone call activity to trigger after someone fills out a signup form, or you want to set a meeting after someone clicks on a specific tracked link from an email, GreenRope gives you the capacity to reach your leads and clients in a smarter way.

CRM Daily Activities Automated