Products and Services
Client Activity Reports
Stanton Allen have developed a wide range of activity based reports for clients. Often the native reports from CRM are very list driven and don’t provide the user with actionable intelligence. Our reports are designed to get right to the point so you can get on with your job.
- Provides you with the ability to search on a range of different criteria to see a summary and then detailed drilldown of activities.
- Ability to see all of the information in one place.
- Gives a ‘firm’ view of the data in an “easy to consume” format.
- Provides Business Development teams the information to help drive key initiatives.
- We can produce reports which provide a graphic representation of the data or a simpler list which usually would be exported to Excel for analysis.