CRM - CRM Activity Real Time

Description

Used to analyze/report on activities such as Tasks and Appointments associated to Service Requests and other CRM business entities. For example, Lead and Opportunity. Useful activity attributes such as Type (Call, Meeting, and so on), Owner, Priority, Status, and Outcome make it possible to perform compelling analysis, leading to a better understanding of the time and resource demands in supporting customers, pursuing leads and opportunities, or running marketing campaigns.

Business Questions

This subject area can answer the following business questions:

• How can I identify the missing activities that could be used to optimize and guide the reps better?

• As a Service agent, I need to view my workload for the upcoming week/month. What are my urgent and overdue tasks for this period?

• How can I identify neglected but strategic accounts to guide my team to focus on these?

• Which types of Lead or Opportunity orchestration Step-Activities are reps skipping the most?

• I need some of my team members to focus on the expected surge in support calls for the new product being introduced next quarter. Who should I recruit for this initiative, based on their activity levels?

• How are the individuals on my team doing as far as completing tasks on SRs with milestone due dates this week?

• Are there any workload balancing issues on my team? Are a few members performing most of the activities?

Job Roles

The following job roles secure access to this subject area:

• Channel Account Manager

• Channel Administrator

• Channel Operations Manager

• Channel Partner Manager

• Channel Partner Portal Administrator

• Channel Sales Director

• Channel Sales Manager

• Customer Relationship Management Application Administrator

• Customer Service Manager

• Customer Service Representative

• Human Resource Help Desk Administrator

• Human Resource Help Desk Agent

• Human Resource Help Desk Manager

• Partner Administrator

• Partner Sales Manager

• Partner Sales Representative

• Sales Administrator

• Sales Lead Qualifier

• Sales Manager

• Sales Representative

• Sales Restricted User

• Sales VP

Duty Roles

The following duty roles secure access to this subject area:

• HR Help Desk Administrator Transaction Analysis Duty

• HR Help Desk Agent Transaction Analysis Duty

• HR Help Desk Manager Transaction Analysis Duty

• Marketing Lead Transaction Analysis Duty

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative Transaction Analysis Duty

• Sales Campaign Transaction Analysis Duty

• Sales Executive Transaction Analysis Duty

• Sales Managerial Transaction Analysis Duty

• Sales Transaction Analysis Duty

• Service Administrative Transaction Analysis Duty

• Service Managerial Transaction Analysis Duty

• Service Transaction Analysis Duty

Primary Navigation

Navigator > Service > Activities

Time Reporting

This subject area can report historical data.

Time dimension is linked to Sales - CRM Sales Activity."Activity"."Sort Date".

Transactional Grain

Activity

Special Considerations

This subject area is an alias of Sales CRM Sales Activity.