***
Skip to content

Activity Management

Activity management tracks and analyzes all customer touchpoints and engagements across multiple channels including email, phone, meetings, events, and social media. This use case enables organizations to understand customer engagement patterns, attribute activities to sales outcomes, optimize touchpoint effectiveness, and maintain a unified view of customer interactions that updates in real-time as activities occur across different systems.

The Challenge

Organizations face significant challenges in activity management:

  • Multi-touchpoint tracking — Tracking activities across multiple channels (email, phone, meetings, events, social media)
  • Activity volume — Managing high volumes of activities across many customers and accounts
  • Data fragmentation — Activity data scattered across email, calendar, CRM, and other systems
  • Activity context — Understanding activity context and relationships to opportunities and accounts
  • Activity attribution — Attributing activities to opportunities and sales outcomes
  • Real-time updates — Keeping activity data up-to-date in real-time
  • Activity analysis — Analyzing activity patterns to understand engagement and effectiveness

Traditional activity management systems operate in silos and lack the integrated view needed for comprehensive activity understanding.

Why EKG is Required

Enterprise Knowledge Graphs provide powerful activity management capabilities:

  • Unified activity view — Connect all activity information across systems and touchpoints
  • Relationship linking — Link activities to contacts, accounts, and opportunities through graph relationships
  • Context understanding — Understand activity context through relationships to other entities
  • Multi-touchpoint integration — Integrate activities from email, calendar, CRM, and other systems
  • Activity analysis — Analyze activity patterns and effectiveness using graph queries
  • Attribution modeling — Model activity attribution to opportunities and outcomes
  • Real-time updates — Federated approach enables real-time activity updates from any source

Business Value

  • Customer engagement visibility — Clear visibility into customer engagement across touchpoints
  • Sales effectiveness — Understanding activity patterns improves sales effectiveness
  • Relationship management — Better activity tracking enables better relationship management
  • Activity optimization — Understanding effective activities enables activity optimization
  • Customer experience — Comprehensive activity view improves customer experience

Components

  • Contact Management - Activity Management works with Contact Management to track activities with contacts.

  • Account Management - Activity Management integrates with Account Management for tracking account activities.

  • Opportunity Management - Activity Management links activities to opportunities for attribution and analysis.