Salesforce Best Practice of the Week: Salesforce Activity and Task Management Tips

Utilizing Salesforce Activity and Task Management tools will help you and your sales team organize and prioritize your day.

With Salesforce Activity and Task Management you can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by due date, and then track them through custom lists and dashboards. You can also automatic alerts to remind and help you improve prospect follow up.

Sales managers can also use Salesforce Activity and Task Management to view individual and overall team task progress. This will help them stay abreast of team management needs, boost sales effectiveness, and monitor work trends and statistics.

Here are a few tips to help you be more effective using Salesforce Activity and Task Management:

• Create Salesforce Tasks or Events from related records at the lowest level in the relationship.

For example if you are creating a Salesforce Task associated with a Salesforce Opportunity be sure to create the task in the Opportunity object rather than in the Account record, or a Contact record, associated with the Opportunity. This way, the linking is automatically populated and you reduce the chance of relating to a wrong record.

• Log a call during or right after the call.

If you wait until the end of the day or week to log your calls, not only do you run the risk of forgetting something, but your co-workers will not have access to that information if needed.

• Utilize the “Multi-User” view on the Salesforce Calendar.

If you and your co-workers are adding events to the Salesforce Calendar, you can use the “Multi-User” view to see all free and busy times for each person.

• Utilize the “Activity List Views.”

There is a view called “My Delegated Activities” that allows you to see all tasks you have assigned to others. Utilize this to follow up on them.

• Utilize the “View Switcher” pick list in the “My Tasks” section of the home page.

The view “Next 7 Days + Overdue” will be the best for most people. Be careful with the other views as you might miss an important task.

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