Contact Activity Reporting

Contact activity reporting is a critical function that monitors your company’s client contacts. Ensure that call quotas are being met by producing summary and detailed reporting by selected date ranges, types of calls, and who made the call. All reporting is complete with summarized totals at the end of the report so that you can see the company totals for each type of call that was made. This type of reporting ensures that your company is on the right track and operating according to parameters set. The all important function of contacting your clients and prospects on a regular basis must be monitored to ensure success.

Contact activity reported is more than just monitoring sales phone calls. You can scrutinize all correspondence, emails, literature sent, proposals, sales actions (appointments, trial closes, contracts, etc.), service actions (customer service calls, collection calls, etc.), and anything else you would like to classify as important.