CRM - CRM Interaction Activity Real Time

Description

The CRM Interaction Activity Real Time subject area lets you get real-time insights into interactions related to activities. The activities include a range of engagements, including emails, calls, meetings, and other communication events.

Use this subject area to engage with customers more effectively, improve your internal processes, and optimize customer-related activities in real-time.

Business Questions

This subject area can answer the following business questions:

• Do specific team members excel in response times or quality of interactions?

• What are the most preferred communication channels for customer interactions?

• Are there seasonal trends or patterns in customer engagements?

• How effective are our customer engagement strategies?

• Which types of activities and interactions lead to the highest customer engagement?

• Which team members or sales representatives are most active in terms of interactions?

• Are there any bottlenecks or inefficiencies in our activity management processes?

• Are certain channels more effective in generating positive customer responses?

• How have interactions evolved over a period?

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 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

• Partner Channel Administrative Transaction Analysis Duty

• Partner Channel Transaction Analysis Duty

• Partner Org Transaction Analysis Duty

• Sales Administrative 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 > Sales > Activities

Time Reporting

This subject area doesn't report historical data.

Time dimension is linked to CRM - CRM Interaction Activity Real Time."Interaction"."Start Time".

Transactional Grain

This subject area returns the granular data of Activity based Interaction.

Special Considerations

By default, the 'implicit' fact table for this subject area is the Interaction Fact. This means that in the absence of any Activity related metric, a report would return all the data assocaited at the Interaction level. To report on Interactions for Activities, select an Activity-related metric from the subject area.