Why Are Salesforce Activities Important?

Every day, team members around your organization use Salesforce to record activities. These are the activities happening in real life (and being recorded in the cloud) that ultimately power the lead lifecycle, opportunity pipeline, and customer success engagement.

Activities could be considered the fuel that ignites the engine. Companies often establish “cadences” – sequences of activities that have been proven to work in achieving a goal (e.g. to qualify a lead).

Automating and reporting on Activities will give sales managers and sales operations a huge amount of value and insight – especially in terms of what isn’t working or the gaps in cadences.