Impact Reporting - Activity Tracking

Managers can identify bottlenecks, and track response times accurately using Act On It’s Activity Tracking framework. 

The Activity Tracking framework allows admins to capture meaningful milestones, interactions and events, providing a holistic view of record lifecycles that goes beyond simple sales or service activities (i.e. Tasks and Events). Admins can define relationships to piece activities together and provide insight into the sequence, time intervals and frequency of events.

The result is unprecedented visibility into operational performance at both granular and big picture levels.

How quickly are your teams responding to your customers? How many calls are typically required to make contact? Where are things slowing down? What are your successful team members doing?

You'll gain the data needed to enhance processes, improve customer satisfaction, and drive better results. Tracking data can be reported on at-scale or visualized through a timeline that offers a clear overview of record life cycles for better decision-making and training opportunities.

The steps to implement activity tracking are:

1. Define and create your Activity Tracking actions.
2. Configure your Activity Relationships.
3. Automate activity capture utilizing the Log Activity action.
4. Build your reports.

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