Advantage Reporting

Sales Rep Performance

Who the Report is for:

Anyone overseeing a team of Sales Agents or CSRs. If you are curious what your company’s clients think of the person they interact with day to day, this is the report for you. Track performance and identify areas for additional selling opportunities using this report.


What the Report Includes:

  • Loyalty ratings for each individual Sales or Account Rep.
  • Client share by sales rep – see which CSR is getting the maximum potential sales from your clients
  • Response rate by sales rep – indicates whether the customer sees you as more of a vendor, or a partner
  • Additional custom questions to your business – this isn’t a one size fits all, we will make the report work based on your needs
 

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