Sales Team Call Managment & Activity Reporting
EBSuite gives you infinite ways to display Contact or Client lists, but what do you do with that list? Engage the customer – either call the client, email the client or send them something. So the real question is how do you track that activity and schedule your forward actionable events?
There is a great answer in EBSuite – the Call Management Tool. See a 2 minute video (click here).
IMPORTANT: To complete a scheduled call simply “Make a Call” and add a Note or Result to the call (if no note or result is added the call STILL REMAINS SCHEDULED).
For Sales Management and Activity Reports: To see call activity reporting (click here).
Working the list means either calling, scheduling a follow up call, sending an email, or making a progress note. If a major status change occurs while working the contact then that can be accommodated at the same time.
The outcome of working the list in this fashion: A neat and concise list of Scheduled Calls and Times, Last Call histories, Last Call Notes and Future Call Subjects.
Drop into the “See it in Action” page of CRM.EBSUITE.COM to try out the Call Management in the Sales Module. Look for the Contact View: All w/ Notes.
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