Registering activities is essential for your work with EASI’R. Within every case, activities are created in order to register the progress of your case. Every time you interact with a contact, this interaction should be registered as an activity in EASI'R.
Click here to see a video about activity creation.
In EASI’R, there are five different types of activities to choose from, and they can be found on every cases' or contacts' page:
Note, Meet, Email, Call, and Letter
In the following, we will explain the individual overlays for each of the 5 activity types:
Note:
- In the first section, you create the note itself.
- In the next section, our Digital Sales Assistant already selected the milestone, that is most likely to be chosen here. She is still learning, so she might be wrong sometimes. If her suggestion is wrong, you can easily edit it by clicking the three dots on the right. The more you work with EASI'R, the better her suggestions will get. You can also select a product or vehicle here.
- In the following section, you have the possibility to plan the next step. We always recommend to plan a next step in order to keep the customer journey alive, but you can also deactivate this if you wish. You can also change the type, timing or user of this task by clicking the three dots on the right.
- If there is a planned task, you can complete it right here by ticking the checkbox.
- Click ‘Save’.
Meeting:
- In the first section, you can create a note to summarize the meeting.
- In the next section, you have the possibility to create a new task. We always recommend to plan a next step in order to keep the customer journey alive, but you can also deactivate this if you wish. You can also change the type, timing or user of this task by clicking the three dots on the right.
- In the following section, our Digital Sales Assistant already selected the milestone, that is most likely to be chosen here. She is still learning, so she might be wrong sometimes. If her suggestion is wrong, you can easily edit it by clicking the three dots on the right. The more you work with EASI'R, the better her suggestions will get. You can also select a product or vehicle here.
- If you wish, you can add an email in order to confirm what has been agreed in the meeting, or to send further information to your customer.
- If there is a planned task, you can complete it right here by ticking the checkbox.
- Click ‘Save’.
Email:
- In the first section, you can write the email that you want to send through EASI’R. If available, use content & design templates. This not only helps to send more uniform and consistent correspondences, but it also saves you a lot of time. You can also add merge fields into the editor - for example with your signature - so you don't need to type it every time. Click "Insert field", to see the merge fields available.
- In the next section, you have the possibility to create a new task. We always recommend to plan a next step in order to keep the customer journey alive, but you can also deactivate this if you wish. You can also change the type, timing or user of this task by clicking the three dots on the right.
- In the following section, our Digital Sales Assistant already selected the milestone, that is most likely to be chosen here. She is still learning, so she might be wrong sometimes. If her suggestion is wrong, you can easily edit it by clicking the three dots on the right. The more you work with EASI'R, the better her suggestions will get. You can also select a product or vehicle here.
- If you wish, you can add a note regarding this case or this activity. This note will not be sent to the customer, but is only visible to you and your colleagues.
- If there is a planned task, you can complete it right here by ticking the checkbox.
- Click ‘Send.
Call:
- If you have the EASI'R communication package, you can call your customer directly from EASI'R. Click here to learn more about outbound and inbound calling. If you have the communication package, simply click on the white-green phone icon. Your phone will ring and, as soon as you have accepted this call, a connection to your customer will be established.
- Regardless if you are using EASI'R outbound calling, or if you call your customer manually, the following steps are the same. The only difference is, that time end length of the call will automatically be saved.
- Note: Add a note regarding this case or this activity. This note will not be sent to the customer, but is only visible to you and your colleagues.
- Next you have the possibility to create a new task. We always recommend to plan a next step in order to keep the customer journey alive, but you can also deactivate this if you wish. You can also change the type, timing or user of this task by clicking the three dots on the right.
- In the following section, our Digital Sales Assistant already selected the milestone, that is most likely to be chosen here. She is still learning, so she might be wrong sometimes. If her suggestion is wrong, you can easily edit it by clicking the three dots on the right. The more you work with EASI'R, the better her suggestions will get. You can also select a product or vehicle here.
- If you wish, you can add an email in order to confirm what has been agreed in the meeting, or to send further information to your customer.
- If there is a planned task, you can complete it right here by ticking the checkbox.
- Click ‘Save’.
Letter:
- In the first section, you can write the letter that you want to send to your contact.
- In the next section, you have the possibility to create a new task. We always recommend to plan a next step in order to keep the customer journey alive, but you can also deactivate this if you wish. You can also change the type, timing or user of this task by clicking the three dots on the right.
- In the following section, our Digital Sales Assistant already selected the milestone, that is most likely to be chosen here. She is still learning, so she might be wrong sometimes. If her suggestion is wrong, you can easily edit it by clicking the three dots on the right. The more you work with EASI'R, the better her suggestions will get. You can also select a product or vehicle here.
- If you wish, you can add a note regarding this case or this activity. This note will not be sent to the customer, but is only visible to you and your colleagues.
- If there is a planned task, you can complete it right here by ticking the checkbox.
- Click ‘Save’.