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The sales dashboard provides granular

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发表于 2023-12-21 16:58:19 | 显示全部楼层 |阅读模式
Recommended Reading Web Chat Automate Scheduling Meetings Scheduling meetings and onboarding via email or phone calls back and forth can be tedious. Yet ensuring time with customers and other team members is an important part of customer service. Using scheduling software to quickly find times and automatically schedule meetings can free up agents’ time for other activities like developing strategies and nurturing high-value accounts. 's scheduler tool helps customer service teams share meeting availability and sync team members' calendars. Use to suggest specific times or availability slots. You can also manage appointment times in calendar view.

Collect data and view trends Data collection and trends provide valuable information that allows leaders to focus on specific performance goals and identify areas that need help. Addressing these issues, whether it's a broken sales process, an uncleared lead, or performance issues can transform the customer service experience. Every activity can be tracked and leaders can use the data to take some of the day-to-day hustle off their shoulders. Automate Email Marketing List the customer service experience wherever possible to free up your management team. Make informed data-driven decisions. Automatically see trends with visual pipeline graphs and charts, eliminating the need for headache-inducing spreadsheets. Track individual performance.



View and compare profiles of leading customer service agents. Measure and set goals to maintain high standards of performance reporting to prevent performance issues from becoming a bad habit that leads to decreased productivity and sales. Leaders can customize dashboards to generate visual reports that make data easy to understand. Share dashboards internally and externally to create a transparent knowledge base. You can customize your dashboard with variable report block sizes and configurations. Quick filters can also be applied to dashboard data allowing users to filter information by period and individual users or teams. You can also rearrange report blocks to view them in the order you prefer.


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