Activity Reports just got better for Small Business CRM
Posted by Bob Walton on Mon, Nov 23, 2009 @ 09:04 AM
At BigContacts we offer a number of reporting options to help you extract meaningful information from the system to help you better manage your business. We are constantly striving to improve what we offer, and encourage our subscribers to give us feedback on what you are looking for in an online contact management (CRM) system. The more feedback we get in a certain area the higher the priority we give to that request.
Based on this feedback, we have just enhanced our "Recent Activity" report. If you're not familiar with this report - it gives you the ability to take the pulse of your business. You can select any or all users in your company to review what they had done over a given period of time. This activity is displayed in chronological order and allows you to review what someone has accomplished for the past 1, 3 or 7 days. You can see virtually everything that has occurred in managing client relationships over a given period. You can view calls made, notes written, emails sent, meetings scheduled, tasks completed, new sales opportunities created, and much more.
The report was a great start, but was still limited in what it delivered. You could only view the activity in chronological order and we limited the time-frame that you could review. We have re-named the report to "Activity Manager" and have added much more flexibility in how you can review activity within your business.
• Select the user you wish to review
• Select the format in which you wish to have the activity displayed
(By date, By Activity Type, By User)
• Select the date range that you wish to view this activity
In addition to all this added flexibility in how you view the activity, we now provide a summary with a "number count" of each activity for that time period. This is great for judging activity levels with sales reps, or even customer service reps. How many calls did someone make in a given period? How many appointments did they schedule? How many tasks were completed? How many new sales opportunities have they identified? and much more...
We hope that this new report will give you more insight and a better pulse on what is going on in your business on a day-to-day basis. For questions, comments or feedback, please email us at support@bigcontacts.com.