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Sales activity tracking

Record sales activities to ensure that opportunities are progressed effectively and no calls are overlooked.

Workbooks gives you MORE.

More visibility.
More traceability.
More insight.

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Build a detailed picture over time of your opportunities, both at an individual and a team level with Workbooks:

  • Improve customer satisfaction by making sure every opportunity can be progressed effectively and every call can be followed up
  • Get greater consistency and continuity across multiple stakeholders and locations throughout the lifetime of every opportunity
  • Know what’s been done and what needs to be done next, by when and by whom by seeing the status of all activities
  • See who is performing well and who needs support with an overview of activity across the team
  • Allocate resources more effectively and better understand your KPIs with full visibility of sales activities

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