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SalesVision

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Reporting for Agent 1

Schumacher Group (10 stores), they are asking for reporting on Agent 1 and how well their receptionist/Cashier/operators are doing. Moving to SalesVision 24, they will be losing visability to Agent 1
Amy Shaffer 5 months ago in SalesVision 0

Move Location of Alert Activity, Text, and Voicemail Report Reports

File Attached: Visual of Proposed Changes To "Other Tab" Based on conversations that I have been having with Dealers I suggest moving the location of the items that currently sit in the "Other" tab on the left-hand rail of the platform. Alert Acti...
Dustin Snyder over 1 year ago in SalesVision 0

Single report - combine inbound/outbound employee performance

Total Employee Performance report that shows inbound and outbound performance and volume by employee on one dashboard or report. Client would like to see reports that show an employee's total performance on both inbound and outbound calls on one r...
Kirstie Thomas over 2 years ago in SalesVision 1

Broken Promise Calls on Action Dash

We have a category in our Department report called Broken Promise which highlights calls where a caller states... "someone promised to do something (call, email, send, ect) and they didnt" These are high priority calls for dealerships. These calls...
Kirstie Thomas over 2 years ago in SalesVision 0 Already exists

Access to data of cancelled customers so we can see usage

Last 90days of activity: Minute Usage Calls by Number Number of missed calls by dept. Thanks
Jim Menard over 1 year ago in SalesVision 0

SalesVision > Dealership > Staffing Report Include Abandoned Calls

Currently the SalesVision > Dealership > Staffing Report only displays the Total Calls, Appointments, and Reached Voicemail data. Adding the Abandoned Calls will provide them a better perspective for what happens during the different hours.
Guest almost 3 years ago in SalesVision 0

Goals - allow accounts to set their own goals

In the employee report card and on the department report allow the goals that are displayed to be set by each account. Currently all goals are static and set by CallRevu and not by the client based on the clients needs, goals or expectations of th...
Kirstie Thomas over 2 years ago in SalesVision 0

Add Account name to inbound dashboard PDF Export

As part of this documentation we want to send an export of the 2.0 Dashboard>Inbound (which we can export to PDF) but the export does not include the dealer name and for all the OEM knows the information is not for the dealer that is applying f...
Guest over 1 year ago in SalesVision 0

Show who is receiving alerts and what alerts they are getting

Dealers want to know who is signed up for what alerts. There is high staff turn over and this would allow them to self-admin their alerts.
Holly Rose 12 months ago in SalesVision 1

Vehicle Report

A report that shows information about the Vehicle of Interest and Current Vehicles discussed in calls. The report would show how many calls did the agents collect current vehicle out of all sales opp calls. And how many collected VOI out of sales ...
Guest about 2 years ago in SalesVision 1