AbleBridge Activity Management for Microsoft Dynamics CRM
Quickly Complete and Schedule Follow Up CRM Activities
AbleBridge "Quick Activity" provides an easy and intuitive way for people to quickly record and schedule follow up activities - right in Microsoft Dynamics CRM.
Simply put, Quick Activity reduces the # of clicks it takes you to complete a CRM Activity and schedule a follow up CRM Activity. It was designed specifically for the resources in your organization who use (or want to use) CRM Activities to be more productive in their personal activity management.
AbleBridge Activity Management ("Quick Activity") gives you the ability to:
- Quickly capture call notes and schedule follow up activities
- Use CRM Activity Views as your main follow up queue for efficient and timely follow up
- Instill a follow up methodology that is efficient and sales user friendly
- Reduce the "number of clicks" it takes to complete activities and schedule follow ups
|# of clicks in order to complete an activity and schedule a follow up activity
|Schedule a follow up activity from an existing activity
|View details of the previous conversation you are following up on
|Set default follow up date intervals and start times
|Set default activity subjects to save time and maintain consistency