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CRM Agenda Reports is a report screen that summarizes all functions related to the Customer Relationship Management module. It helps to quickly review the most important points and take action when evaluating the CRM module.

Path:CRM > Service-Warranty > Call Center > Call Center Reports

CRM combines all functions related to customer relations and consists of three main sections on Workcube: sales force planning, marketing and service-warranty. The activities carried out in these departments are those that affect the communication and relations with customers. Regular evaluation and making necessary arrangements regarding operations strengthen the company's bond with its customers. In this respect, Workcube highlights the most important points in the module with CRM Agenda Reports and offers the opportunity to evaluate without getting bogged down in details.

Note: For detailed information about CRM, see the "CRM-Customer Relationship Management" document.

Attention:In order to use the report functions, users' authorization groups must have "report user" authority in the CRM field.

CRM Agenda Reports

1. Corporate and Individual Member Applications show member applications that are potentially marked in the system. It helps to follow the development of the business in the field of potential customers.

Note: For detailed information on the subject, you can review the "Corporate Accounts" and "Individual Accounts" documents.

2. Corporate and Individual Member Profiles show customer profiles within the business. Customers are grouped by category. In this way, customer profiles that are stronger and need relatively development can be seen.

Note:For detailed information on the subject, you can review the "Member Management" document.

3. Current Campaigns shows campaigns marked as active in the system. Evaluation can be made on the impact of active campaigns on gaining new customers or sales in existing customer groups.

Note: For detailed information on the subject, you can review the "Campaign Management" document.

4. Expired Agreements lists agreements that have expired. It aims to be consistent by presenting the agreements the business has made in the past.

Note: For detailed information on the subject, see the "Agreements" document.

5. Interactions represent interactions within the process stage sales and support team. It provides the opportunity to see the customers with whom the business actively interacts.

Note:For detailed information on the subject, see the "Interactions" document. You can review it.

6. Opportunities lists opportunity records marked as active in the system. It provides information about the scope of opportunities related to potential customers. Ensuring opportunity follow-up positively affects communication with customers, thus increasing the probability of a positive response to the opportunity.

Note: For detailed information on the subject, see the "Opportunity Management" document. You can review it.

7. The Interaction Graph provides information about the types of all interactions the business has had to date. Interaction types are separated by categories set in parameters. Strengths in the field of marketing can be determined by seeing which type of interaction the business has the most. Action can be taken for the weak aspects.

8. The visits chart shows the distribution of visits the business has made to its customers to date. Visit distribution occurs according to the categories specified in the parameters. The effects of visits and bond strengthening activities against the increasing competitive environment and decreasing customer loyalty can be examined.

Note:For detailed information on the subject, see the "Customer Visits and Meetings" document.

Summary information about service and call center applications, offers and social media areas can be accessed through this report.

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About Workcube Objects

CRM Dashboard

This is a report screen that summarizes all functions related to the Customer Relationship Management module. It helps to quickly review the most important points and take action when evaluating the CRM module.

Type: Dashboard Version: Catalyst v5 Licence: Standard Author: Workcube Core