My colleague Jeremy Hofmann has been busy at one of our clients providing them valuable solutions to meet their business needs. Below is another great example of how Jeremy has harnessed the customizability of CRM!
Business Problem:
Do your clients need a way to monitor activity usage as a means to track user adoption?
Solution:
Below is a CRM report we created that looks at activities created or modified over six periods of time, starting with the current date. It can help spot overall trends for individual users or business units.
Technical Notes:
This is just a standard SRS report. While I’m not a huge fan of the courier font on reports it was the client standard at the time so feel free to change it. Also it is currently grouped by branch, which is a custom field. You would likely need to change it to another grouping level such as business unit, depending on your clients needs.
User Story or Screenshot:
Launch the report from the CRM reports area. With pre-filtering, you can select specific users to monitor.
Look for the up/down arrows and then drill into specific business units. Schedule follow up calls with the users’ managers to understand why usage has dropped, stayed at zero, or increased. Solicit feedback on the application in order to improve specific functionality or determine unmet needs and re-engage Crowe to fill those needs.
