Part 3: Activity Tracking, Journals, Tasks & Calendar
Touch Point Journals & Activity Tracking
Journals in MRSware log every interaction ("touch point") between your sales reps and customers, principals, or end-users. Entries include phone conversations, on-site visits, product demonstrations, and technical support notes.
By tracking customer touch points in Journals, agency management can utilize Touch Points vs. Sales Dollars analysis in Data Analysis to evaluate rep effort against actual revenue performance.
Task Workflows & Follow-Up Reminders
Tasks represent actionable assignments (e.g. send quote, deliver sample, follow up on bid). Tasks include priority status, due dates, delegator/assignee tracking, and automated desktop popup reminders.
Team Calendar & Resource Scheduling
The MRSware Calendar supports personal schedules, team overlay views, and shared equipment booking:
- Appointment Scheduling: Create multi-contact meetings with agenda notes and location details.
- User Availability Lookup: Check whether colleagues are free before scheduling internal sales meetings.
- Resource Scheduling: Book shared company assets such as demo units, trade show booths, projectors, or conference rooms.
Google & Outlook Bi-Directional Synchronization
Using MRSware Sync, appointments, tasks, and contacts synchronize seamlessly in the background with Microsoft Outlook and Google Workspace calendars/mobile devices.