Sales Team Work Planning
Effective coordination of the sales team’s work
The Aura Business solution supports effective planning and coordination of the sales team’s work. The system for coordinating team activities is rich in features that streamline efficient work organization for the sales manager acting as a coordinator. The dedicated IT tool helps efficiently assign tasks to individual employees, and in addition, allows for constant coordination and monitoring of the team’s work. By coordinating work in the system, information distribution about planned duties is streamlined through task management, while salespeople can log their completed activities and track time spent using the event feature. This supports not only communication and coordination efficiency but also builds trust among employees.
Customer Testimonial
“We chose the Aura Business system for two reasons – primarily because of the extensive experience and knowledge of Questy consultants in business support. Secondly, the system itself impressed us – it had practically everything we expected: a clear interface, ready-made integration with our Symfonia Forte system, support for mobile salespeople, and plenty of features.”
Features for Planning the Sales Team’s Work
- Calendar: coordination of team activities through a shared calendar allows tracking of both personal and assigned tasks in one view.
- Tasks: efficient work organization involves creating new tasks for yourself and other employees in multiple system locations (calendar, list, widget, document, opportunity, process, client card).
- Recurring Tasks: coordination enables the creation of multiple repeating tasks with a chosen frequency at once.
- Events: tasks can be completed and logged as events detailing the process and key findings, supporting not just team communication but also customer interactions.
- Task and Event List: a single view for all tasks and another for recorded events, with advanced filtering for quick access.
- Work Dashboard: coordination in the system includes simple widgets for tasks and events - personal calendar, task list, event list, and today's planned tasks.
- Group Coordination: the calendar serves as a work schedule, allowing you to check employee availability and balance workload distribution.
- Links: tasks and events can be created from other system elements and linked to clients, contacts, sales opportunities, documents, or processes.
- Reminders: avoid missing critical actions with reminder options available when planning tasks.
- Configurations: customize task types, attributes, and permissions to fit your business needs.
- CalDav Integration synchronize your team coordination calendars via CalDav integration.
Benefits of Implementing Aura Business - Sales Team Work Coordination
- Convenient self-work planning and team time management.
- Continuous coordinator insight into individual salespeople’s schedules.
- Effective team organization by quickly assigning tasks to employees.
- Information distribution on task time and responsibilities.
- Easy monitoring of the sales team’s work.
- Reminders for necessary actions.
- Adaptable coordination to match organizational needs and goals.
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