Sales Cloud: Manage Activities | Expert Coaching
In this video for Sales Cloud users, learn the value of implementing an activity management process. See how activity management features boost sales productivity.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:13 Learning Objectives
0:28 Sales Cloud Activities
1:59 Activity Timeline
3:20 Demo: Create a Task & Mark it Complete
4:37 Demo: Activity Customizations
7:03 Demo: Enable Shared Activities
8:12 Recap and Next Steps
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Implement: Sales Cloud: Manage Activities
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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