- Scheduling tasks, meetings, conferences, training, phone calls, etc.
- Calendar synchronization with Outlook
- Records of e-mail or fax messages, telephone calls
- Automatic creation of e-mail activities from incoming and outgoing e-mail communication with business partners using the CRMService
- Monitoring the performance of activities and costs incurred
- Assigning activities to business relationships, orders, campaigns or complaints
- Bulk marking of activities as completed or bulk deleting of activities
- Quickly send activity information by email
Perfect overview of employee communication with customers
Activities are a basic tool for planning and sharing important dates – tasks, meetings, conferences, trainings, phone calls, etc. Typically, we have a list of unfulfilled activities displayed directly on the main page of the information system, and we can therefore effectively plan the further progress of our work.
Thanks to the two-way synchronization of the calendar with Outlook it is possible to enter activities both from the NET information system environment Genium, both directly from Outlook or a mobile phone/tablet.
We usually outsource activities or assign them to individual business relationships, orders, marketing campaigns or complaints. Thanks to this, we can easily filter them, or then search them in full text according to their content.
As with documents, we can use the integrated rights system to restrict employees' access to individual activities. Thanks to statistical overviews, we have the opportunity to monitor individual types of activities and their frequency or success, staffing, costs incurred for individual types of activities or employees, etc.
The activities also serve to record e-mail messages, so we always have a complete history of e-mail communication with the customer available to all employees. For these needs, we recommend using the CRMService, which automatically stores incoming and outgoing e-mail communication with customers in the Activities application in the form of e-mail activities.