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Sales - Do you track all sales related activities in CRM?

Last updated by Tiago Araújo [SSW] on 21 Jul 2021 11:28 pm (14 days ago) See History

Prerequisite: Install the CRM Add-in.

The general principle is that you track important emails as per Do you track important email in CRM?

Microsoft Dynamics 365 allows users to track activities such as appointments, phone calls, emails, etc. This feature can be easily abused by users to record unrelated activities inside CRM. It is difficult sometimes to work out which type of activities should be recorded. These are the types of activities you should track in CRM:

  • 01 Appointments: Initial meeting, and follow-up meetings...
  • 02 Phone Calls: Any incoming and outgoing sales related phone call (note Dynamics has Skype for Business integration to automatically track outgoing phone calls)
  • 03 Emails: Sales related emails

All sales activities should be tracked via CRM as an opportunity, company or contact.

Track an appointment
Figure: This email should be tracked in CRM using the Add-in "Track without regarding"

By recording these activities, reports can be created to view:

  • The guys doing the most sales activities.
    E.g. The "Activities" report. This should be printed monthly and posted on the wall. (shown below)
  • The history for all sales activities relating to an opportunity. This is useful to review before making a call (but is not necessary if you CC each other).
  • Which opportunities have been neglected. This is a custom report and could be useful in a large company where opportunities could slip through the cracks.

TrackingGraph
Figure: Activities Report - Ulysses was the hardest worker for this month. Print this and put it on the wall and it will encourage everyone to log their calls

Note: You can see more details on what emails to track in Do you know to hit 'Track' when you receive an important email?

Adam CoganAdam Cogan
Ulysses MaclarenUlysses Maclaren
Greg HarrisGreg Harris

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