Marketing Activity Rating

What this solution does

The 'Marketing Activity Rating' module from Mibok enables the implementation of mandatory daily point norms for each manager and ensures real-time monitoring of compliance. This tool enhances client work efficiency, improves the quality of operational control, and increases transparency of interactions throughout the day.

The system displays activity levels of CRM users, fostering a competitive environment while providing management with the ability to monitor the completeness and quality of client interactions in real time. Detailed reports on manager performance are accessible on a single screen.

The module encourages both quantitative and qualitative approaches to client management from both staff and leadership.

Key capabilities:

The Marketing Activity Rating module visualizes manager performance metrics via a chart. Activity is displayed using numerical values and color-coded indicators. Data is available for the current day and the current calendar month for each employee. The list is sorted in descending order: managers with the highest activity for the current month appear at the top, while those with the lowest activity are at the bottom.

The system records actions defined within the CRM, including outgoing and incoming calls, sending and receiving emails, client meetings, lead creation, and deal creation. Each activity type is assigned a point value based on its importance and effort required (for example, creating a deal or holding a meeting carries more weight than receiving an email). The rating is calculated based on the total points accumulated by each manager. Administrators can independently configure the point value for any activity type.

Additional functionality: date selection. Users can view data for any past date.

The module allows administrators to select the update interval for data used to build the marketing activity rating chart.

The application generates reports on marketing activity levels. To display other users' ratings, their CRM permissions must include rights to view deals, leads, and events created by other system participants. Without these permissions, other users' performance values remain hidden.

Keywords: sales manager rating, client management control, motivation system, tool for sales department managers.

General iT can install and configure this module and check how it works on your website.