What is Activity Tracking and Why Is It Important?

Chloe Lloyd posted in Sales, Product December 11, 2018

Last month we added custom activity tracking and activity reporting to Capsule. You might have had a chance to check it out but if not we’ll explain in this post more about what activity tracking is and why so many businesses consider it to be an important part of their sales and management processes.

You already had the ability to store notes in Capsule prior to our recent updates. At the same time as releasing the Teams plan, we updated the Professional plan to include the ability to log calls and meetings as activity types. On the new Teams plan, we also added the ability to add custom activity types that might be more suited to your industry, so you can be more specific about what activity types are tracked and reported on.

In addition to tracking activities we have also introduced activity reports where you can view which activity types are completed by which user and which team.

Using our activity tracking feature allows you to have a centralized record of what communication has occurred between your business and your customers, allowing for an informed and personalized approach to customers, from sales right through to customer service.

Our simple approach to activity tracking allows you to log details about activities quickly and easily without losing focus. For example you might be using a phone system integration such as Circle Loop to record calls in Capsule, this would then be logged and would then feed into the activity reporting.

Activity tracking can also be a motivational tool as users can see what activities their peers are doing and can see the best course of action to take based on their peers behaviour.

Managing and monitoring activities is one of the benefits of activity tracking, while there is this management aspect to activity tracking that helps managers stay on top of what their staff are doing and making sure they are following the right steps to reach their goals, there is also a huge benefit to users. With everyone being able to record their activity against a contact, users are confident and empowered to take the next step with customers.

We hope you enjoy using the activity tracking and reporting features in Capsule, If you have any questions or need any support, please don’t hesitate to contact our friendly support team.

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