Business owners know that one of the essential things to developing business is good customer relations. When your business starts to grow, you want to make sure that you’re keeping up with essential information about your customers, and Customer History Report by Apollo can significantly help with it.
Customer History Report
Customer History Report contains a history table, which consists of client’s name, actions, department and date time. It offers you the entire relationship history of a customer in just a couple of clicks. With the customer history at your fingertips, you can see when you’ve contacted that client and topics discussed.Also you can identify issues that a customer is having with your company and correct it before you lose that client and revenue stream. Having a customer’s entire history on your computer helps you tailor each phone call and contact to that customer’s needs.
Summary Report. Forecast & Trends
Forecast report allows you make predictions about future revenue and cash flow, and to assess “what if” scenarios to help you make better decisions for your business. Presenting your data in a trend model, it can help you to identify the information about the opportunities that contribute to your forecast. In the graph you will get forecasts about total sales, new leads dynamics, cancelled leads and booked leads. The forecast shows you projections month-by-month over a period that you can specify.
Compare Tech Rating
Compare Rating of Technicians is a report, that will help you to understand how your workers cope with their work. This report is a set of statistics that show what profit we have received from each individual employee, allows you to see the best employees in both individual regions and in general. You also can see a capacity of work done by each your worker. Availability of this report can create a competition between your workers.It will greatly speed up the work and its quality of each employee and will increase your profits.
Summary Past Jobs
Past Jobs is a list of works that your worker performed by him in chosen period. Apollo Past Jobs list will allow you to understand how much works your employee did and will give an opportunity to understand how useful he is. You can look at his full job history to see, how much money he gave to your company, how fast he is and what kind of work he provided. This tool is really useful! Check it out!