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Aptean CRM - Productivity Analysis

Aptean CRM - Productivity Analysis

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Aptean CRM - Productivity Analysis

17 März 2020

Aptean Staff Writer


  • Understand How and Where Progress Is Being Made
Customer service reps on phone bank

As a sales or customer service manager, you need to ensure tasks are completed on time and your team is as productive and efficient as possible. Aptean CRM includes productivity analysis tools designed for managers like you to track and measure your team’s progress, and ensure you’re getting the desired results.

  • Segment Leads. Decide how leads should be segmented by quality, status, or another classification.

  • Keep An Eye Out. Know what’s being done and what’s not in terms of your sales and customer service productivity.

  • Measure Metrics. Analyze interaction data that’s being powered through the CRM.

Maximize Productivity with Data

An Interactive Management Dashboard

Don’t settle for anything less than a comprehensive overview of key reporting metrics that lets you pinpoint data, drill down into specifics, and compare productivity between departments and reps. Aptean CRM’s Management Dashboard allows you to track your team’s performance with interactive visuals on activities, open incidents, opportunities by value, to-do lists by rep and more. You drill into the details of your data and customize it to make it more meaningful to you. Our management dashboard gives you a thorough view of all your data so you’re always up-to-date and in the know.

Productivity Features

  • View to-do lists by user and timeframe (aging)

  • View activities by results and representative

  • View incidents by timeframe (aging), representative, priority, volume and more

More Features

  • View top opportunities in your pipeline

  • View year-to-date quote totals

  • And more!


A major facet of successful management is being able to hold your employees accountable for their actions (or inactions). To assist in making this aspect of your job easier, Aptean CRM provides a productivity analysis feature that enables managers to track real-time progress being made by sales and/or customer service reps, visualize and analyze productivity data, and hold their employees accountable.

Activity Scheduling

With complete visibility into the day-to-day activities of your sales and customer service reps, you’ll always stay one step ahead. Our activity scheduler provides managers with the tools they need to organize their CRM database, handle employee workloads efficiently, and ensure everyone is on the same page in terms of projects and priorities.

Functional and User Friendly

Aptean CRM delivers a powerful, streamlined functionality in a user-friendly interface that is designed to make analyzing and interpreting data as stress-free as possible. Our reports and dashboards are simple to use and export to the formatting of your choosing. Want to find out how our customer relationship management software, Aptean CRM, can help your business? Contact us today to chat with one of our experts or schedule a demo.

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