How to track customer engagement in a

In the previous case, we already talked about developments in the How to track customer engagement sales department of the taiwan telegram data company ” Onlanta “. At that time, our specialists set up analytical reports and targeted mailings to clients.
Now there is a need to track the involvement of clients in the company’s services.

Tasks:

Develop a script for tracking customer engagement in the companys services

It is necessary for managers to monitor all changes in customers.

Create a widget to display analytics of customer engagement in the company’s services. Display types of services for all customers, the percentage of these types of services to the total number, and the difference between the types of services.

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The work began with the automatic calculation of company fields for purchased services. . Special fields for products. We took all existing transactions and synchronized the product fields with the company fields.Categories, which indicate the degree of customer interest:
- current service;
- lost project;
- lost interest;
- interest.
  The logic of its operation is simple: all changes in the number of services by companies are immediately recorded in the system. All companies, the amounts of their purchases are displayed in the context of two types of services:
  - “cloud”;
  - “outsourcing”.
  . For filtering and tracking the growth. Of customer engagement in the company’s services. You can track by. What percentage customer engagement has chang compar. To last year.
In a special table, we store information about changes in services and send data to the page that we added in the analytics section.

With this table, you can track the growth of a specific counterparty over a certain period of time. The widget shows specific figures on how many products the company’s clients. Are buying at the same time.

(Table view)

When you click on the additional tab. The analytics. Tab opens with a table of companies from the chine directory database. The tab has a filter by start and end date, with buttons: “Month”, “Quarter”, “Half-year”, “Year”, “All time”.

If the calculation results are. Greater than zero, the cells are color. Green; if less than zero, they are color.

Results

Project Team

Denis Maximov

Project Manager
Dmitry Kuzmin

Programmer
Vlad Ionov

Technical Director

Order implementation

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The company’s management understands how involved the client is in the company’s services and what the growth in involvement in services was over a certain period of time. In the context of two types of services: “cloud” and “outsourcing”. Employees see sales indicators as a percentage by type and understand. Where they ne to push harder to increase sales of a particular service.

How to track customer engagement in a company’s services

Develop a script for tracking customer engagement in the companys services

Project Team

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