Have a 360-degree view of your contacts information within the account details feature. By having a 360-degree view of your contacts information enables you to track every interaction, from calls made and emails sent, to website visits, social media activity and even the next steps needed to close a deal.
CallPro CRM allows you to have 100+ data fields, ensuring every element of communication and data is stored effectively. A contacts profile can automatically be updated – no matter how many users are working on the account – allowing changes to be displayed in real-time, which as a result of this saves a lot of time, increasing productivity and ensuring your conversations are always relevant and up-to-date.
In the scenario of organized outbound calling knowing all the various KPIs is crucial. CallPro CRM can give you this information either on a dashboard (or wall-board), or on the click of button. The system comes out of the box with a number of predefined reports but since everyone needs something different it is possible to create virtually any report you need. Reports can be automated, so they can be scheduled and automatically email to whoever needs to receive them, when they need to see them.
Understanding the KPIs of your calling reps is important as you have to monitor the performance of that agent. You can track how many sales they made during a week, how many calls made, duration on the phone and much more extensive calling statistics.
© FIVE CRM 2016