Activity Management

Activity Management helps customer-focused teams plan, execute, capture, and track customer interactions across multiple channels throughout the customer life cycle. These interactions include emails, meetings, calls, and key customer touchpoints such as discovery, product demos.

Activity Management benefits

Table 1. Activity Management benefits

Benefit	Feature	Users
Provide a single, consistent system to plan, capture, track, and act on all sales and service team activities such as discovery calls, demos, and customer business reviews across channels.	CRM Touchpoints	Sales and service teams
Eliminate context switching by accessing CRM data directly from Microsoft Outlook without opening a separate browser or application.	CRM Outlook Add-in	Sales representatives

What to explore next

To learn more about configuring and using Activity Management, see:

• Configuring Activity Management
• Using Activity Management
• Activity Management reference