Agent Adoption - Reporting

[Morgan]

Andrew, these are great suggestions (and very topical)

The time one is a bit more of a bear, but some could easily be added (Especially since we do already track who logged in, when etc)

As a quick win, I’ll speak to @Aayaam and the team about getting a logins report done and also adding the last logged in to the main agent’s screen.

@aaviles

How are you guys tracking agent adoption? Looking at the reports provided there aren’t many besides Agent Response and Task report.

On an admin/enterprise level it would be good to see:

• How many agents/users are logging in a certain time frame (7 days, 30 days, 90 days, custom, etc).
• Recently Logged in agents
• Time spent in CRM
• Total leads instead of total “assigned” leads
• Number of leads assigned to campaigns per agent. I know you can see the TOTAL number of leads in a campaign if they are in a shared group.

These metrics allow for better visibilty within the CRM, knowing who’s logging in and not I can further focus on who to target as far as adoption and better success within the CRM.

If you guys have any success stories, I would love to read on how I can implement those.

Thanks,