Original calendar for managing business activitiesRecorded activities are not just notes. FreshFlow intelligently processes activities for further use in your business.
A calendar that consists of relationship history and statistical summaries.
The FreshFlow shared calendar is not just a space for planning. It’s an innovative tool for managing activities – business, team and individual.
Each scheduled activity is automatically saved to a specific contact, included in statistics and becomes part of the team’s performance and activity report.
Managers have a direct and up-to-date overview of the team’s activities, their results and what has been agreed with whom. Those who actually do the deals get a good history of client relationships and fine-tuned client records for smart contact management.
The business result depends on the business activity.
Whoever has visibility into activity in FreshFlow has visibility into performance.
Entering activity into the calendar = entry into the contact history.
FreshFlow automatically connects the activities you’ve logged directly to specific contacts.
Each contact has its own tab where a history of all meetings, calls, notes, tasks and results is created.
Thanks to this, you can always see what has already taken place with the client, how it went, what has been agreed and what is being followed up – without switching between systems or backtracking in Outlook, Google Calendar or Excel
This data is then used to create a high-quality client database, which can be filtered, searched or tagged in many ways for quick segmentation – for example, for specific campaigns.
A calendar that creates statistical data for activity management
The FreshFlow calendar isn’t just about scheduling – every activity you enter is automatically logged to a contact and counted in the statistics. This gives you an overview of the number of meetings, calls or other activities and their specific results – without any extra work.
In the FreshFlow calendar, you work with your own set of defined regular activities and their results. The system automatically sorts and evaluates them – both for the whole team and for individuals, for any period you choose. Moreover, you can export specific statistics to Excel.
The result is a complete overview of performance – instantly, without counting backwards or backtracking. Managers have a direct and “live” basis for management, and salespeople have peace of mind from administration as the system extracts data directly from their calendars.
Statistics on specific activities
you have the possibility to view data on the number of activities, both in numerical form and in graphical form.
Activity results statistics
you can analyse the specific results of specific activities, their absolute numbers and their evolution.
Statistics of specific persons
you can analyse the performance and results of specific people.
Statistics for any periods
Smart planning of next steps – follow-up activities
In the hustle and bustle of everyday life, it’s easy to forget the next step that could move the business forward.
FreshFlow allows you to schedule follow-ups to activities and reminds you what needs to be done – whether it’s a follow-up call, another meeting or a task. Everything gets written into both the shared calendar and the contact card (or even tasks).
Reminders and confirmations to clients
You can send automatic confirmations or activity reminders to your clients and colleagues directly in the FreshFlow calendar.
You can send a confirmation or a reminder by email, SMS and your own text.
Invitations and joint activities
You can communicate effectively together about the activity, for example with invitations, notes, checklists or attached documents.
Shared activity is automatically written to the statistics of the users in question. You can also set up regular and recurring activities, such as meetings, with your co-workers.
Clearly book rooms and shared resources
Book everything you need on a separate calendar or block out by adding specific resources to your event.
View activity overlays
Need to quickly find out when your colleagues are free? With FreshFlow, you can quickly view several calendars at once (on one substrate/location) and find out the necessary “gap” for your meetings.
Also available in the mobile app
Calendar, scheduled activities, client relationship history, overlays and bookings and many other handy functionalities can be found in the FreshFlow smart mobile app, which is free to download in the App Store or Google Play!
Option to connect with Google Calendar and Outlook
User references
„FreshFlow jsme aktivně využívali při realizaci naší akviziční kampaně, kdy prokázal, že je mocným nástrojem v řízení obchodní sítě.“
„Přidaná hodnota Partners Office (personalizovaná verze FreshFlow v Partners) ve správě kontaktů je
obrovská. Každý, kdo to myslí s budováním firmy a businessu vážně, by ji měl využít. Správný time
management je jedním z klíčů úspěchu. Jak se říká: Lidé neplánují krachovat, ale krachují v plánování.
Partners Office mi dává možnost do útrob firmy a mít kontrolu nad efektivitou svých
spolupracovníků. Obě tyto funkcionality považuji za naprosto zásadní a využívám je velmi často.“
„Systém FreshFlow jsme vyhodnotili jako velmi efektivní nástroj activity managementu a interaktivní
zpětné vazby napříč celým obchodním týmem. I proto jsme se rozhodli implementovat ho v rámci celé
Kmenové obchodní sítě Allianz pojišťovny, a.s.“
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