Automatic collection of analytics on managers in amoCRM

The company  “Professional Shooting Simulators”  produces equipment for laser Automatic collection of analytics interactive shooting ranges and shooting simulators, and also creates software for it.

Among the clients of the online store are the FSIN structures, the saudi arabia telegram data  Ministry of Internal Affairs, the Ministry of Education and Science of the Russian Federation, the Moscow Center for Technological Modernization of Education, the Security Service of the President of the Republic of Belarus and Microsoft.

The company operates in amoCRM. Incoming requests come from the online store.

The company has more than 10 employees who work with clients, provide consultations, and help set up equipment.

Business diagnostics

Every month, managers must complete a plan that takes into account:

  • speed of task completion by employees in amoCRM;
  • fulfillment of the standard for telephone conversation scripts;
  • fulfillment of the monthly CV and average check plan.

New employees and experienced salespeople are assigned a how to get backlinks indexed faster
separate standard.
At the end of the month, the manager checks who has fulfilled the standard, then calculates the planned bonuses.
Previously, the manager collected analytics on managers manually: it took 4 hours to Automatic collection of analytics calculate in Excel, but now they decided to automate this process.

How to evaluate employee performance

Custom widget “CRM analytics”

In amoCRM, we have added a “CRM analytics” tab with tables that will collect information on employees.

For example, in the first table, the manager evaluates how quickly employees process incoming requests. Based on the criteria in the table, a

Rating of each manager based on such criteria as number of calls, overdue requests, working days

So, if a manager drank tea for a long time and did not answer a call or message, the script will calculate how many minutes the employee was inactive and pull the result into the table. The number of calls that the employee made over a certain number of working days is also automatically calculated.

We added information on conversion and average check

to the table. The values ​​are calculated using a formula and automatically Automatic collection of analytics transferred to the table. The time  thailand data period changes thanks to the filter built into the modification.

The second table was set up to understand how quickly managers complete tasks in amoCRM.
For example, per month an employee needs to process 100 initial requests and send 50 commercial proposals to meet the standard and receive a bonus. The table automatically calculates the time the manager created the task, the time it took to process the request, and the funnel stage.

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