Do you have to constantly badger your sales people to provide you with weekly or monthly reports on what has been done and achieved? Do you believe what is contained in those reports to be accurate?

Contact takes the hassle out of reporting. You decide what report you wish to view and Contact will generate a report for you in less time than it would take you to ask one of your team!

Tasks and Appointments -
What appointments and tasks do I have allocated?

Open Accounts -
What is the current status of my open accounts?

Neglected Accounts -
Which of my accounts need immediate attention?

Newly Added Accounts -
What new accounts have been added from where and who?

Sales Opportunity Pipeline -
What sales opportunities do I have and at what stage?

Opportunity by Product -
What sales opportunities are available by product?

Opportunity by Source -
Which of our sources are generating opportunities?

Won Opportunities -
What opportunities have been won and by whom?

Opportunity History Report -
Historically speaking, how long does it take to close an account of this size?

Quarterly / Monthly Summary -
What are the forecast amounts, best-case amounts and pipeline by quarter or month?

New Leads -
Where are new leads coming from and what is the generated revenue from these?

Lead Status -
What is the status of my leads?

Email Marketing Campaigns -
How successful have our marketing campaigns been?

Report Viewing -
Who viewed what report and when?

Productivity Reports -
How many phone calls and visits are your sales teams or individuals making?

In addition to these reports you can also customize your own reports in seconds.

TOP^ | BACK TO PRODUCT OVERVIEW