Questions

I have a remote salesperson on a significant base who works from home and road with android phone. I want to track their day. I have infusionsoft now. It sux. I want an CRM web app that runs on desktop and android phone: - Sends me a daily email report that 1) chronologically lists how previous day was spent including A) work day start time, B) calls outgoing and incoming - start, end time, contact, result C) emails reading & writing - start, send time, contact, result D) meetings - start, end and result. E) Other activities eg driving - start, end, contact, result 2) Sales pipeline status changes and value in graph format. This should be done as automatically as possible. Ideally with no typing by salesperson. Ie buttons only. Or only one word typing if req.

I will agree that "every minute" is completely the wrong way to look at it. You should focus on results and activities (calls made, emails sent, etc.) rather than minimizing minutes in the bathroom.

That said, we did build Close.io < http://close.io/ > to track all activities *automatically* (phone calls, emails sent and received), which makes it much more likely for you to get an accurate report of all their activity, etc.


Answered 10 years ago

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