CRM 360- Activity Dashboard

NEW FEATURE IN CRM 360
Activity Dashboard
Keep track of your BDC agents and sales teams' activities.
Measure their performance and improve their skills.
NEW FEATURE IN CRM 360
Activity Dashboard
Keep track of your BDC agents and sales teams' activities. Measure their performance and improve their skills.
CRM 360_opportunity management_360.Agency
Your activity dashboard is the ideal tool to assess the reactivity of your teams, compare the performance of the different channels and ensure the best customer monitoring for your dealership.
Your activity dashboard is the ideal tool to assess the reactivity of your teams, compare the performance of the different channels and ensure the best customer monitoring for your dealership.
Activity Dashboard
Simplified Performance Monitoring

Benefit from a clear and simultaneous display of customer follow-up carried out in your dealership. Find the results at a glance: the figures are presented in graphs and tables, for quick and easy analysis.

View the results for the time periods of your choice, from the same day to the last three months.

Phone
Phone calls
email
Emails
SMS
Texts sent
walkin
Walk-in
Activity Dashboard
Simplified Performance Monitoring

Benefit from a clear and simultaneous display of customer follow-up carried out in your dealership. Find the results at a glance: the figures are presented in graphs and tables, for quick and easy analysis.

View the results for the time periods of your choice, from the same day to the last three months.

email SMS walkin
Phone calls Emails Texts sent Walk-in
Detailed Data Analysis

Find the essential information for your customer follow-up :

    • Source of opportunities.
    • Speed of processing.
    • Closing sales rate.
    • Number of leads worked or not.  
    • Team performance. 
Activity Dashboard
Activity Dashboard
Detailed Data
Analysis

Find the essential information for your customer follow-up:

    • Source of opportunities.
    • Speed of processing.
    • Closing sales rate.
    • Number of leads worked or not.  
    • Team performance. 
Activity Dashboard
Improved Performance

Your activity dashboards lets you quickly:

  • Analyze individual performance. 
  • Compare these results to the group average. 
  • Identify the strengths and weaknesses of each advisor.
  • Identify coaching and improvement opportunities. 
Activity Dashboard
Improved Performance

Your activity dashboard lets you quickly: 

  • Analyze individual performance. 
  • Compare these results to the group average. 
  • Identify the strengths and weaknesses of each advisor.
  • Identify coaching and improvement opportunities.
With the CRM 360 Activity Dashboard, you hold all the cards to ensure the most suitable training for your advisors.
Keep a keen eye on on your BDC or sales agents' progress and benefit from an exceptional customer monitoring tool with the activity dashboard.
With the CRM 360 Activity Dashboard, you hold all the cards to ensure the most suitable training for your advisors.
Keep a keen eye on your BDC or sales agents’ progress and benefit from an exceptional customer monitoring tool with the activity dashboard.