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Contact Management - Is there any real performance reporting available?

Steve Stauning

3rd Base Coach
Mar 15, 2012
First Name
Refreshers: I picked up a new client using Reynolds' Contact Management as their CRM. I've not worked with a dealer using this CRM in about 7 years, so I'm trying to help them pull actionable reporting. Unfortunately, there doesn't seem to be any reporting that covers Salesperson Performance with leads, calls, walk-ins (contacts made, appointments set, appointments shown, close rate by channel, etc.), nor any reporting that provides a true Vendor ROI (leads/calls, new v used, contacts made, appointments set, appointments shown, close rate, etc.)

Any help from CM experts would be appreciated.
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