In the world of CRM, managing daily tasks efficiently is key to driving sales and fostering strong customer relationships. 8020CRM’s Activity Composer centralizes all your key activities—calls, emails, tasks, and more—into one streamlined interface, making it easier for your team to stay organized and focused. In this guide, we’ll explore the features of the Activity Composer and how to leverage them for optimal performance.
Navigating the 8020CRM Activity Composer
The Activity Composer is your one-stop shop for managing interactions with leads, opportunities, and accounts. You'll find it across several objects in 8020CRM, including Leads and Opportunities, where most of your activity will take place.
1. Making Calls
When you click "Call" in the Activity Composer, phone numbers associated with the record will automatically populate from the different fields in the system, such as mobile and business numbers. If your phone system is integrated with 8020CRM, these numbers will appear as clickable links, enabling you to "click-to-dial" directly from the platform.
If your phone system isn’t connected, you can still manually dial and log the call in the system afterward. One useful feature is the ability to categorize the phone number—marking it as the decision maker’s number, a disconnected line, or even a wrong number. This feature helps prevent your team from wasting time on unproductive numbers.
2. Sending SMS Messages
For teams using SMS, 8020CRM integrates seamlessly with various phone systems. You’ll have a separate SMS panel that allows you to text leads directly from the platform. If your system doesn’t include a dedicated SMS panel, don’t worry—SMS functionality is still available through the softphone integration, allowing you to send text messages without leaving the CRM.
3. Logging Calls
If a lead calls you directly on your mobile or another system outside of 8020CRM, you can still log the call details manually. Simply click "Log a Call," fill in the information about the conversation, and save it to maintain a full history of interactions. This ensures that all relevant data, even from outside channels, is captured in one central location.
Creating Tasks and Follow-Ups
Tasks are an essential part of keeping your sales pipeline moving. 8020CRM allows you to create tasks manually or through automated workflows triggered by marketing campaigns or other processes.
1. Creating Follow-Up Tasks
Let’s say you have a conversation with a lead and agree to follow up the next day at 1:30 PM. You can create a task for yourself with specific details, such as the call time, priority, and any notes from your conversation. 8020CRM will ensure that you receive timely reminders to keep your follow-ups on track.
2. Task Autocreation
Tasks can also be automatically generated through integration with systems like Marketing Cloud. For example, if a lead engages with a particular campaign, a follow-up task can be auto-created for your team, saving time and ensuring that no opportunities slip through the cracks.
Tracking Activity History
Every action taken within the Activity Composer—whether it’s a call, SMS, or task—is automatically logged in the system. This creates a clear, chronological record of all your interactions with a lead or opportunity, providing valuable context for future engagements.
1. Activity Timeline
In the Activity Timeline, you can view every interaction at a glance, from calls made to emails sent, tasks completed, and notes added. This comprehensive view ensures that your team is always aware of the current status of each lead, helping to drive informed decision-making.
2. Events and Appointments
If a lead requests an in-person or virtual meeting, you can schedule the appointment directly through the Activity Composer. The event will be saved to the lead’s timeline, and you’ll receive notifications and reminders to ensure that the meeting takes place on time.
Leveraging 8020CRM’s Built-in AI
8020CRM also integrates with OpenAI’s GPT-4 model, providing your team with an AI assistant to help with a variety of tasks.
1. Drafting Emails and Texts
Need to draft a quick email or text message? The AI can generate personalized templates based on the context of your lead’s needs or previous interactions. This is particularly helpful when you want to maintain consistency in your communication style across the team.
2. Generating Content
Whether you need background information on a lead's location or details about a property, 8020CRM’s AI can quickly gather and summarize data. This functionality allows your team to access relevant information faster, empowering them to engage more effectively with leads.
Conclusion
The 8020CRM Activity Composer is designed to keep your team organized and efficient. By centralizing key actions—such as calls, tasks, and SMS—in one place, you ensure that your team remains focused on what matters most: building relationships and closing deals. With built-in automation and AI support, the platform takes the heavy lifting out of daily task management, leaving your team free to focus on high-value activities.
If you have questions or need additional support, feel free to reach out or submit a support ticket directly in the platform. With 8020CRM, managing your sales activities has never been easier.
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