We have hoped for an addition of the ability to customize “activities” (which currently only track “calls”, “emails” and “meetings”) that would be trackable within the Dashboard on the CRM (tallying the number of each of them over a given period of time. As a company, we monitor the “activity” of each of our salespeople, and track more categories than just simply “email”, “phone call” and “meeting”. We track #'s of cold calls in person, #'s of cold calls by phone, #'s of plant/clinic tours, #'s of retention phone calls, #'s of retention meetings, and #'s of sales meetings (maybe even another category or two).
Is this capability being considered at this point - as this would allow each company to track specifically the kinds of sales activities that are important to each specific company. We currently track these things on a spreadsheet, along with a “comment” on each individual “activity” that a salesperson makes - causing time-wasting double entry.
The ability to export those tallied numbers (per rep over a given period of time - say a month) into a CSV or Excel file format to report to upper management would be icing on the cake!!
Outside of that specific missing functionality, our recent migration to your CRM has proven to be a great decision!