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Call
Plan Reports
Interactive
Results Reporting Sample Reports
Protect Profitable
Customer Relationships
with Call Plan Reports
Call Plan Report Processes
Call plan reports provide a proactive
way to ensure that customers are contacted with a pre
defined frequency over a 12 month period.
Call frequencies with customers are often categorized
with a minimum of one 'interaction' per month, quarter,
semi annual or annually.
Call Report Advantage
- Protect Customer Retention
- Encourage New Business with Existing Customers
- Increase referrals from existing customers
- Keep your organization on your customers' mind share
Challenges with Call Plan Reporting
- Integration gap between call planning and tracking
completed calls
- Inability to identify call details as it relates
to call planning
- Costs required to assemble and manage reports
- Lack of concise, accurate detail on the nature of
the calls
Interactive Results Reporting Call Plan Advantages
- Streamline call planning with completed customer
calls
- Integrates with your favorite CRM system
- Provides graphic display of 'orphaned' customers
- Displays exception reports as well as performance
by staff member
- Drill down to actual call data behind the reports
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