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Products and Services

Activity Reports

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.

Key Elements

  • Provides you with the ability to search on a range of different criteria to see a summary and then detailed drilldown of activities.
  • Examples of commonly used criteria are company/contact selection, contact types, marketing or working lists, practice groups or departments and activity types

Benefits

  • 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.

Outputs

  • 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.

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