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Using CRM to track use of company resources - time spent.

    Question

  • Greetings - 

    We are wanting to have our sales and marketing staff use CRM to track activities that may or may not be in the pattern of specific tasks, meetings or emails (although they might be) for the purpose of recording the use of company resources (time primarily) for sales/marketing projects.    This is so we could determine which projects used specific amounts of resources.   We could use appointments for tracking such things beyond actual meetings or similar activities attached to the project.

    In doing this, however, we realize there would be a lot of "stuff" in the record that would hamper the ability to see what is important.  If four people were involved in the same activity (even something spontaneous) and everyone logged it...well as you can see, it would be a mess.

    Does anyone have some suggestions on providing the tracking that we are looking for with the capacity to attach the tracking to a specific lead or opportunity, without loading the record with a lot of extra stuff?

    Any ideas would be appreciated.

    Friday, March 17, 2017 1:13 PM

Answers

  • Not sure I completely understand the problem you are trying to solve here, but have you thought about a custom entity to log 'time spent' on a record?  If you use an activity type entity, it would show up with the other activities on a record, and you could even use a rollup field on the opportunity to total up the time in decimal hours/mins for all the entries for each team member?
    Tuesday, March 21, 2017 1:24 PM