Overview
This article discusses some of the most commonly utilized reports in Marketscape CRM.
- Advanced AE Summary Report
- Daily Visit Report
- Daily Visit Report with Contact Detail
- Detailed AE Account Activity Report
- User Adoption and Usage Report
- Health Report Card
Advanced AE Summary Report
The Advanced AE Summary report provides a snapshot by marketer of the number of accounts called upon and referrals received.
Daily Visit Report
The Daily Visit report gives a snapshot of sales activities for a specific period of time, which can be filtered to display all events for a particular account or a particular marketer.
Daily Visit Report with Contact Detail
The Daily Visit Report with Contact Detail gives a snapshot of sales activities for a specific period of time by contact. If the marketer met with 2 different contacts during the same meeting, the meeting will be listed twice - once for each contact. Similar to the Daily Visit report, this report can be filtered to display all events for a particular account or a particular marketer. The report is limited to the past 30 days of data.
Detailed AE Account Activity Report
The Detailed AE Account Activity report provides the count of referrals or admits and information on the most recent activity with that referral source.
Run the report for each marketer and sort by referrals for the past 30 days descending to see accounts that are producing and whether a marketer has recently visited that referral source.
If your organization identifies accounts as "Targeted" or classifies each with an Account Rating, this report can be further refined to focus on just those that matter most.
Or, if you are more focused on the individual contacts, as opposed to their associated accounts, the Detailed AE Contact Activity Report will offer similar information at the contact level.
User Adoption and Usage Report
This report provides scope on Marketscape CRM activity for users, including web and mobile logins and event completion.
Health Report Card
This report provides an overview of the overall health of your account without having to run separate reports or build specific views for administrative / data maintenance. The health report card is updated once per day.
Common Uses for these Reports
Marketers and their managers use this information to calculate Return on Investment (ROI). By comparing the number of sales calls (or events) to the number of referrals that are generated the marketer can identify if their time and effort is paying off.
Another common use for these reports is call planning and coaching. Whether used to monitor scheduled events or identify accounts with little or no recent activity, a marketer and manager can build out a plan for the coming weeks and months.