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marcusyoung
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コミュニティー参加日： ‎5 3, 2017
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Marcus Young

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アクティビティ

Daniellj06 9月 25日, 2018
Set and measure calls against targets/goals
I have a telesales team that has a target number of calls that they should be making daily, weekly and monthly. It would be nice to have the functionality to measure the number of calls made against the target set. In the same respect, The you shou 続きを読む
返信 アイデア Calling
10 いいね！
7 コメント
marcusyoung
参加者
5月 06日, 2020
Hello, are you able to clarify how this has been delivered? Thanks.
MethodCall 5月 23日, 2017
Real-World Relationships Between Companies, Contacts, and Locations
Core Premise In a theoretically ideal/perfect CRM, the data that the CRM contains would be a perfect mirror of the relationships/events that exist/take place in the real world. That is to say, the CRM's data/structure would be abstracted from the 続きを読む
返信 アイデア Contacts & Companies
145 いいね！
60 コメント
marcusyoung
参加者
3月 25日, 2020
Definitely agree - our system is getting confusing and different staff members are ringing the same company (different location), which causes our cl...続きを読む
RhiannaJones 7月 31日, 2019
Reporting against targets other than revenue
Hi, We subscribe to the Reporting add on, but we are finding that there is a big limitation. It only enables us to report against revenue targets, not the number of activities or deals, which really restricts how effectively we can report agains 続きを読む
返信 アイデア Sales Reporting
13 いいね！
1 コメント
marcusyoung
参加者
10月 09日, 2019
Also, if we could show targets/goals on charts other than line charts. This would enable a better comparison of activities generated by agents, etc.....続きを読む
Daniellj06 9月 25日, 2018
Set and measure calls against targets/goals
I have a telesales team that has a target number of calls that they should be making daily, weekly and monthly. It would be nice to have the functionality to measure the number of calls made against the target set. In the same respect, The you shou 続きを読む
返信 アイデア Calling
10 いいね！
7 コメント
marcusyoung
参加者
5月 06日, 2020
Hello, are you able to clarify how this has been delivered? Thanks.
Jmjermaz 3月 09日, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
返信 アイデア Calling
336 いいね！
137 コメント
marcusyoung
参加者
10月 08日, 2019
This is very important - just make it the same as call/meeting type drop down - should be very straightforward.
blugn 8月 17日, 2018
Reporting On Deal Creator
I would simply like a way to report on who and when someone created a deal. I would like to see a graph or chart that can be refined by month, deal type, and deal creator. This would make reporting and managing the progress of business development r 続きを読む
返信 アイデア Account Settings Deals Marketing Reporting Sales Reporting
18 いいね！
4 コメント
marcusyoung
参加者
8月 29日, 2019
Hello we already report on this by creating a mandatory field called 'Created By' that the rep has to select when creting the deal. Once we have this...続きを読む
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