How can we make managing multiple activities easier for account managers? - Answers - Salesforce Trailblazer Community
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Sean O'DonnellSean O'Donnell 

How can we make managing multiple activities easier for account managers?

We're in a b2b model and new to Salesforce.  We have relationship managers and product specialists selling in a team environment. There are several contacts per account (in some cases hundreds of contacts per account).  The relationship/account manager has both sales and service responsibilities.  We're asking them to log all activities with contacts (meetings, calls and emails). Account managers  and product specialists can engage with a single contact on multiple topics/issues/sales opportunities.  In a single conversation with a contact you could be providing a service and selling an opportunity - or on a single call be talking about 2 or more sales opportunities.  With multiple users calling on contacts for multiple purposes and it can be difficult/messy/cumbersome to manage activity history.  You either have to look into several different logged calls seperately or sort through intermingled conversations/communications with the contact to piece together a cogent thread.   Needless to say, this is not making thier job easier and is hurting our SF adoption efforts. Any suggestions on how to best handle this  type of situation?  
Pablo GonzalezPablo Gonzalez
Hi Sean,

Hope you are doing fine. If you are in Professional Edition or higher, you can create activity custom fields so that your users can place the info about every call in a more organized way.

For example, you can create a multi select picklist field, listing all your products. That way, when a user creates an activity, they have an easy way of specifying what products were discussed during the call.

Or you can create a number field so they can specify the amount of product units the customer was interested in during the call.

If you are in Group Edition, you can create a custom object with the fields that you need and then relate this object to Contacts, Accounts, etc.

Hope this helps. Let us know if you need more advise. :)