Challenge: Is Act On It making a difference? Are you achieving your goals? Are you responding to customers more quickly, closing deals faster, or reviving dormant cases? Understanding if your efforts are moving the needle is critical. But gaining visibility into the ripple effects of day-to-day activities across records, users, and processes can be a major challenge.

Solution: Managers can identify bottlenecks, and track response times accurately using Act On It’s Activity Tracking framework. Act On It allows you to assess the impact of your actions by tracking key events, milestones, and interactions across leads, opportunities, cases, and more. The event timeline provides a clear overview of record lifecycles. This enables you to accurately evaluate response times, completion rates, and more while auditing and identifying bottlenecks.

This Activity Tracking framework automatically logs activities happening within the application and allows admins to log meaningful interactions and events occurring outside the application, offering a holistic view of record lifecycles that goes beyond simple activities (i.e. tasks and events). Admins can also define relationships between activities. Activity relationships uncover insights into the connections and sequences between events:

This data allows for detailed operational analysis, such as lead or case assignment, viewing, and response times. With this information at your fingertips, you can measure the effectiveness of your efforts and identify areas for improvement.

Result: The result is unprecedented visibility into operational performance at both granular and big picture levels. You gain the data needed to enhance processes, optimize resource allocation, improve customer satisfaction, and drive better results. The visual timeline offers a clear overview of record life cycles for better decision-making and training opportunities. 

Moreover, Act On It's automated supervision feature can leverage this tracking data to proactively drive best practices, such as alerting managers when deals are slowing down or when cases are being avoided, preventing issues before they escalate.