Create a feature in the CRM to easily identify top accounts by referrals and admits that is fluid and real time
It would be helpful to have the ability in the CRM to easily run a report that identifies top accounts by highest number of referrals and highest number of admits. Ideally this report is fluid so customer can regularly identify top accounts on whi...
Laura Green
about 1 year ago
in Reporting
2
Already exists
Add Market Spotlight Utilization to CRM Reporting + INS Reporting
i want the ability to see that my team is using hte insights data from within their crm (mobile or web) app. are they utilizing market spotlight & sales spotlight/conversation starters.
we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.
Mary Nichols
10 months ago
in Reporting
0
On Roadmap
On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.
Detailed AE Summary Report Visit frequency to Last Vist
When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...
Bryan Costreie
about 1 year ago
in Referrals / Reporting
0
Future consideration