One of the most useful features of CRM is that it lets you track your customer interactions. Any time you schedule or complete a sales activity, the system creates a record of that activity.
But Microsoft Dynamics 365 for Sales doesn’t show you your last activity date with leads or opportunities. If you want to see the last time you interacted with a prospect, you can go to that prospect’s record and look through their activity log. That’s not so bad if you’re already in the record and don’t care about the type of activity, but what if you want to break things down by activity type? Or what if you want to see your last activity dates for multiple prospects or accounts all on one screen? What if you’re trying to warm cold leads or improve response times generally?
To do this, we’ve created a Wall of Value add-on. The Last Sales Activity Date Tracker allows you to track, view, and sort leads and opportunities by their last activity dates, and tracks those dates for each activity type.
In the video and post below, I’ll show you how it works and suggest some ways you can improve response times, re-target colder leads and opportunities, and get the most from the Last Sales Activity Date Tracker:
When I open an opportunity record, there are activities listed against opportunities. So I would be able to come in here as a sales person, click on the activities tab, and see when the last interactions with a customer occurred. In my example, I can see that there was an interaction on 7/21, and it was a phone call.
What our add-on does is add and automatically populate fields for last activity dates. You can see the last activity date overall, as well as the last phone call, email, appointment, and task.
It’s nice to see this information from these fields, but this isn’t the place where you’d want to take advantage of this add-on. You’d actually be better served if you go off to the opportunities view, as you can see in this view that I’ve modified:
With the Last Sales Activity Date Tracker, you can add these fields to any view, or use them in an advanced find in the system. I added them to Open Opportunities.
Now you can see here the last activity date, last appointment, last email, last phone call, and last task are all here as columns for me. I can now sort by those values in ascending or descending order. If I’m trying to improve response times, this is a view I’ll want to use to regularly check in on my opportunities.
I can also spot colder opportunities, or opportunities that lingered, and then reach back out to them by creating a marketing list to target folks that we haven’t spoken to in a while.
So it’s a really simple, really handy add-on that brings a lot of value to the system. Join me next time for more information, tips, and tricks in Microsoft Dynamics 365 for Sales CRM.
Contact us or click the link below for more info on the Last Activity Date Tracker!
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