To win new business, up-sell and grow your customers, your team needs to complete Activities. You can customise those Activities to match your sales process & Account Management functions.
Exsalerate is preset with common Activities so add what's needed and delete anything that your team doesn't do.
Click: Menu>Organisational Settings>Activities>Add Activity Types>Save
Activity Name: Name the various activities to suit your sales process
Display Order: This is the order the activities appear iii drop down menu
Score Value: The value of the activity to your business. (1 is the lowest value)
Activity Category: Each Activity links to an Activity Category, the category determines
the action and icon Exsalerate displays to prompt your sales team to execute
Report On: Exsalerate includes the activity in all your reporting
Use As Subject: Exsalerate automatically includes the activity in the subject line
Inactive: De-activate the activity from your sales process
Delete: Remove the activity from your sales process
Exsalerate displays a range of symbols to represent various activities
Phone Call - Enables the user to make a call from the mobile app.
Email - Email activities sent from Gmail or Outlook 365 for Business inbox (add-in/extension) must be installed)
Meeting - A meeting activity sent from your Google or Outlook calendar (need to have installed the addin/extension)
Follow-up - A follow up activity is scheduled following the completion of a previous activity with all notes and information carried forward. This can be created in Exsalerate or in your Gmail or Outlook inbox
Email Campaign - This means a MailChimp campaign has been sent and Exsalerate creates an email activity against each contact's company profile so you can see who's opened the campaign and when it was sent
Other - Used for internal tasks that aren't related to Sales or Account Management.
WorkflowMax job - This will send a job to WFM and assign it to the correct template and team member, note this is only available for WFM users
Note: green icons indicate the Activity is due today, blue icons represent activities planned for the future and red icons mean the activity is overdue