CRM - CRM Interaction Lead Real Time

Description

The CRM Interaction Lead Real Time subject area provides real-time insights into interactions as they relate to various leads. This will help to effectively manage and evaluate communication, correspondence, and engagement.

Use this subject area to monitor lead interactions, help boost lead conversion rates, and streamline lead engagement processes in real-time. Lead Rollup metrics are available for reporting.

Business Questions

This subject area can answer the following business questions:

• Are there specific interactions that coincide with higher campaign conversion rates?

• Are there specific types of interactions that contribute to lead generation?

• How do customer interactions correlate with the success of marketing campaigns?

• How do interactions affect the progression of leads through the sales funnel?

• How is the sales team nurturing leads through various interactions?

• Which lead interactions are most successful in moving leads toward conversion?

• Which team members or sales representatives are most effective at managing leads?

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 > Leads

Time Reporting

This subject area doesn't support historical reporting.

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

Transactional Grain

This subject area returns the data at the grain of Lead 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 Lead related metric, a report would return all the data associated at the Interaction level. To report on Interactions for Leads, select a Lead-related metric from the subject area.

The Lead Rollup metrics are available under the Lead -> Lead Rollup folder. Any currency related metric amounts are always shown in Corporate currency.