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Enterprise Software Selection
Monday, November 23, 2009
Home > Site Map > Software Evaluation Criteria > Financial And Insurance CRM > Sales Force Automation (SFA) > 



Activity Manager Page: 1

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  1. Allow scheduling of both sales staff and customer appointments and availability (3 product(s) support this feature)
  2. Cross-departmental customer activity analysis (2 product(s) support this feature)
  3. Customer service integration (2 product(s) support this feature)
  4. Delegate actions to others (2 product(s) support this feature)
  5. Diary function that synchronizes with Microsoft Outlook (3 product(s) support this feature)
  6. Integrate a time management system (3 product(s) support this feature)
  7. Integrate rule-based workflow process activities (2 product(s) support this feature)
  8. Manage the scheduling process to return multiple due dates for various combinations of products (2 product(s) support this feature)
  9. To do list (3 product(s) support this feature)
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