by Faye

Interpreting and managing account details can be overwhelming and impossible to even the most organized sales rep. Consolidated Activity Report (CAR) by Faye allows you to view all of your sales, customer communications and details in one location. With CAR, users now have access to a single report or dashboard detailing all Calls, Meetings, and Emails, creating the big picture for you and your teams.

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Understand the Big Picture

Individual users can get a better understanding of their performance on an account. Now there’s one place to look to see when your last activity occurred. Sales teams and management can use Consolidated Activity Report (CAR) to get a complete picture of all activities for an account or a particular sales rep. Sugar Sell typically separates emails, meetings, and calls into separate buckets. CAR puts them all into one big bucket for more advanced and consolidated reporting and dashboards. Implement CAR to arrive at the big picture you always wanted.

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Key Features

  • One report for ALL calls, meetings, and emails.
  • Complete snapshot of an account by critical sales activity.
  • Reports on employee activities with clients and prospects.
  • Advanced big picture reporting on an account.
  • Access to imperative data across the entire management team.

Requirements & Notes

  • The Consolidated Activity Report is compatible with all SugarCRM-supported versions.
  • Data consistency is the responsibility of the end-user.

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