Activity levels play a crucial role in all types of sales, particularly when you're prospecting. Naturally, there are different types of activities that you want to track - whether it's emails, meetings booked or proposals sent. If the activities are not registered correctly in the system, the data won't make much sense and you won't be able to coach and report based on these metrics. In this article, we'll cover best practices on how to log activites as an end user, as well as the benefits of using Membrain's Default Activity Types.
Logging activities in Membrain
Whether you're adding an activity to a prospect or sales project, the easiest way is to use the free text notes field available. Simply add the note in free text, click on "Activity Type", select the right one (for example, phone call, or note) and hit save.
All emails sent will automatically be logged at the right places in Membrain, as long as you have mapped your mail client correctly in setting, and use the email@example.com via the BCC: function. If there is an email activity not tagged correctly, quickly change it to email in the Activity type list.
Appointments can be tagged using the notes field. However, as these meetings have a confirmed time and place, we recommend they are added to your Membrain Calendar as well. Once a meeting has been booked, use the Book/Create Appointment to add it to the calendar. Make sure to select the right activity type for this appointment in case you have different meeting types that you track and measure - for example, first meeting / design meeting / scope of work planning etc.
Setting up Default Activities
To make activity tracking even simpler and more automated, you can use Membrain's functionality for Default Activity Types. Now, what does this mean?
In short, rather than relying on each individual sales representative to correctly enter the right type of activity each time, you can set up default activities.
To set this up, navigate to Admin - Activity types. On top, you will see the default activities (Appointments, Tasks, Email etc) and to the left you have Company, Prospect and Sales Project. If you have an account management sales process, each appointment for those opportunities can be registered as a "client review". Or if your team does a lot of outbound calls in their prospecting, each activity can be registered as a phone call.
If you have any questions on how to set this up in the most effective way possible for your team, let us know via the Megaphone button and we'll advise further!