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Contact Management - Is there any real performance reporting available?

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Steve Stauning

Steve Stauning

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Mar 15, 2012
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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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  • Steve Stauning seeks performance reporting capabilities in Reynolds' Contact Management CRM for a new client, specifically requesting metrics around salesperson activity and vendor ROI that the system apparently doesn't readily provide out-of-the-box.
  • He's looking for expert advice on whether such reporting is actually available or if there are workarounds, as the CRM seems limited in tracking contacts made, appointments set/shown, close rates by channel, and other actionable performance data.

Steve Stauning seeks performance reporting capabilities in Reynolds' Contact Management CRM for a new client, specifically requesting metrics around salesperson activity and vendor ROI that the system apparently doesn't readily provide out-of-the-box. He's looking for expert advice on whether such reporting is actually available or if there are workarounds, as the CRM seems limited in tracking contacts made, appointments set/shown, close rates by channel, and other actionable performance data.

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