Seguimiento de la actividad de los representantes de ventas


Puede supervisar la actividad del equipo de ventas del día a día a través de los informes Resumen de llamadas (CRM> Informes> Ventas).

Instrucciones paso a paso

1 - Resumen del historial de llamadas

El informe de resumen del historial de llamadas muestra el número de tareas de llamadas telefónicas que un representante de ventas individual o un equipo de ventas ha completado en un período de tiempo específico (Nota: El tipo de tarea debe ser "Llamar"). Puede usarlo para medir la actividad del equipo de ventas y / o evaluar el volumen de llamadas de representantes de ventas con una métrica de llamadas diaria / semanal / mensual. Puede filtrar este informe por el nombre del representante de ventas, el rango de fechas de finalización, el equipo de ventas y más. Agregue las columnas de fecha de vencimiento y fecha de finalización al informe para evaluar la oportunidad además del volumen de la llamada.

Nota: Si utiliza este informe, sus representantes deben programar las llamadas creando tareas, además de utilizar la siguiente fecha de acción en el registro de oportunidades.

2 - Informe de registro de llamadas

El informe de registro de llamadas produce una lista detallada de tareas que un representante de ventas individual o un equipo de ventas ha completado en un período de tiempo específico. Este informe incluye todos los tipos de tarea (por ejemplo, llamada, correo electrónico, cita, etc.) y muestra vínculos a los registros de tareas para que pueda ver las notas personalizadas que el representante de ventas ingresó al completar la tarea. Puede filtrar esta búsqueda por descripción de acción, tipo de tarea, intervalo de fechas de finalización, usuario y equipo de ventas.


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