09-06-2012 08:01 AM
Sales Manager with 9 direct reports. Have a range of call activity I need to track. I am using Opportunity screen and having sales people set up new opportunity for each call. Is this the right way to do it? How can I see their total productivey on a weekly basis? Requirement is to make anywhere between 5 and 15 calls per day, depending on sales persons territory development.
What are all yall using.
09-08-2012 01:16 PM
I use opportunities for just that - an identified opportunity that has a beginning, end, and either a win or loss. Scheduling calls from here will go into history from which a report can be run. If your business is such that a call would only be made because of an opportunity, then keeping the history here will work.
On the other hand, I just make sure I keep a history of all the calls I make which is a contact function as opposed to an opportunity function.
Using the history classic report should give you what you want.
09-09-2012 10:51 AM
Another alternative solution would be to look at addon
As you may or may not know, there are stacks of fantastic addons from different providers around the world and one I've personally had great experiences with, especially for tracking the amounts of all activity types, is Stonefield Query for ACT
You can check it out here - http://stonefieldquery.com/act.html
It's not the cheapest option available but if you're serious about developing your ACT database and want to create a seriously powerful and valuable asset for your business, investing in some great addons will definitely be a wise move and truly enhance your long term ACT experience
All the best
09-11-2012 05:25 PM - edited 09-11-2012 05:29 PM
There are a number of report add-ons for SQL such as Stonefield and Crystal but only one is designed specifically for ACT! That is the Impact Report Designer for Sage ACT!
Impact Report Designer comes with over 60+ pre-designed reports. Here are a two activity examples:
Use this link to learn more or download the 30 day free trial from this page:
-- Jim Durkin