Function

Benefit

Graphical presentation of actual call levels by type of customer. Report combines monthly sales and call levels

• Controls correct customers get correct level of service
• Ensures entire customer base is regularly contacted
• Controls Customer Service

All latest call reports can be printed per salesperson. Sales person can Flag important feedback

• Easy access to quality information about sales calls
• Exception Report (flagged Calls) brings focus on important feedback
• Less time required to process call reports - time management
• Enhanced information flows up and down organisation

Regular contact with customers  maintains an updated detailed client database

• Static data is maintained daily by those in touch with customers a by-product of using the system
• Saves time when customer information is required by marketing or senior management

Statistical and Qualitative Reports Available

• Qualitative reports have detailed information e.g. on a sales call sales manager would review sales persons sales techniques, strategies
• Statistical Reports control correct activity levels

Data Quality Reports measure  controls quality of data entered by sales person and customer type - %'s of each data item, average no of contacts per company

• Controls completeness of data e.g. title, names, designation, post codes, email addresses

Exception Reporting customers not called, customers not bought

• Sales Manager can direct attention to problem areas

Access to an Entire Customer Relationship

• Sales manager has access to the entire customer relationship history of actions, active sales. Contact people when he needs to review an account status this is invaluable
• If sales staff leave the company, this investment can be transferred to a new sales person