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Activity Management Tracking

Benefits

"There is not a second chance to make a first impression", Managing customer relationship appointments and events is crucial to capturing business. Each event's details are organized and recorded with all the details for future reference. EBSuite's group calendar and task management will keep your team in sync and working together.

  • Increase customer service and response
  • Improve team work and productivity
  • Ensure that critical tasks are not forgotten
  • Alerts and Reminders delivered everywhere

Highlights

Organized Events for Each Customer

EBSuite's activity management records each event (sales, cases, tasks and appointments) in the customers' notes history log. As each team member schedules joint meetings or assigns a task to another member everyone is in sync to the plan.

Group Appointment Calendars

Manage and schedule appointments and other activities for yourself and other team members. Publish and share calendars to schedule availability. Access and share company resources such as conference rooms and training equipment.

Activity Management Reports

Support managers can report and track each team members events. Report activity roll-up can uncover the time team members spent on each customer's case.

Alerts & Reminders

Never miss important tasks or appointments again with alerts delivered on-screen, by email, and by text message to mobile devices.