Today the meeting takes place. Mr. Zehnder and you discuss about the new product your company is offering. He is very interested but wants to get further details and you agree on sending Marketing Materials and a Follow-Up Meeting together with the Product Owner of your company.
As you are very busy and you have more than one Appointment per day it will most likely happen that you get back to the office and forget to send him the additional material he requested and forget to schedule the Follow-Up Appointment. In the end Mr. Zehnder is not very satisfied and his company does not buy the new product.

With our solution you can directly create, schedule and send the Follow-Up Appointment AND you can directly create a Task for your Inside Sales or Marketing Colleague to send the Marketing Material of the product to Mr. Zehnder. In the Appointment you can see all Follow-Up Activities you defined and have an overview about the status of them at a glance.