Outbound Call Report - C2C vs Manual
L
Larry Newman
Report that shows Salesperson Click to Call calls made vs. Manual logging of outbound call.
Shelby Parker
Hi Larry Newman — thanks for sharing this! This would be really helpful to understand and build in the right way. A couple quick questions so we can scope it properly: what’s the primary goal for the report on your side (coaching/adoption tracking, compliance, performance measurement, data accuracy, etc.)? Who would you want to group/view it by (salesperson vs team vs store/rooftop), and what time range do you typically review? And lastly, how should we define/count each bucket — does “manual” mean any outbound call activity logged without using Click-to-Call, and should we count only connected calls or include all attempts?
L
Larry Newman
Shelby Parker YES to all of these: coaching/adoption tracking, compliance, performance measurement, data accuracy. You are absolutely right - that data allows to me to do all of that! If I were waving my magical wand - it would be a live statistic. Otherwise I want to be able to define range. Daily, Monthly, etc. I NEED manual vs C2C, but i would LOVE if I had connection data. I have found very very few salespeople will fake a completed call....but MANY manually logged calls are fake.