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As a sales leader, you are always interested in tracking your sales performance and quickly gaining insight into your pipeline. Sometimes, sales leaders have requirements to track sales activities of their sales reps via Tasks in Salesforce so that, whenever needed, they can pull out the data and get insight on how close the sales reps are to closing a deal. If you find yourself among the 95% of sales managers who are doing this regularly, this post will help you find some of the viable alternatives available to get this done
Some of the popular “activity tracking” solutions include:
Salesforce.com Einstein More Than Activity Capture
Besides, activity capture, Einstein also automates the sales prediction model for Salesforce customers with just a few clicks. With AI enabled Einstein, you won’t have to approach expensive consultants and data scientists to create new machine learning models or hone the models for weeks. It sounds great right? Let’s check out a few pros & cons.
First off, Einstein does get excellent reviews for bringing AI to Salesforce and quality of life among sales reps. They can anticipate the customer’s expectations with less guesswork, which enables them to take the next best action more quickly and confidently.
However, the super-intelligent Salesforce Einstein comes with a bit of baggage:
There are plenty of “activity capture” options out there in the market for that are suitable for every stage of growth and type of sales team. Surveying the market and exploring different tools will ensure that you are picking what’s best for your unique situation and not using what is the most common just because you know the name. Do you already have experience with any of these? Did we miss something on our list? Feel free to contact us and tell us your thoughts! If you found this article interesting be sure to check out the rest of our scoops on the sales world at our blog here
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