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Having instant access to up-to-date information about prospects, customers, vendors, and internal associates allows users to be more effective at managing business relationships. Tour de Force gives users the ability to easily log and track all correspondence associated with customers, prospects, and other business relationships.
The TDF Activity form in Tour de Force can be used to track completed Activities for all of a company's business relationships. Users know what happened, as well as when the Activity happened.
The TDF Activity form can be used to record activities related to Prospecting and Introduction, Customer Relations, Training events, and Support requests.
For example, the TDF Activity form is used by companies that require salespeople and customer service representatives to log all phone calls related to customers and prospects throughout the day.
Sales Activity Management Features
- Provides tools to quickly log Sales Activity and generate next Action steps with Contacts
- Easily set up user-defined fields to specify and track activities for benchmarking
- Link Sales Activities to Contacts, Accounts, or Opportunities
- Export Sales Activity with extensive filtering to create customized reports
- Ability to link Sales Activities to a specific Opportunity as well as the ability to report all Sales Activities related to a specific Opportunity
- Single-click generation of Next Actions (All items) while entering a Sales Activity
- Single-click access to all company templates while entering a Sales Activity
- Ability to log the duration of a Sales Activity for companies that track total sales time with Accounts
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