The FayeBSG Sugar Consolidated Activity Report (CAR) allows you to view all of your sales and customer communications and details in one location. With the CAR, users now have access to a single report or dashboard detailing all Calls, Meetings and Emails.
Individual users can get a better picture of their performance on an account. Now there’s one place to look to see when your last activity occurred. Sales teams and management can use the CAR to get a complete picture of all activities for an account or a particular sales rep. Standard Sugar separates emails, meetings, and calls into separate buckets. Our CAR puts them all into one big bucket for more advanced and consolidated reporting and dashboards. Implement the CAR and get the big picture you always wanted.
- One report for ALL calls, meetings and emails.
- See a complete snapshot of an account by critical sales activity.
- Report on employee activities with clients and prospect.
- Provides advanced big picture reporting on an account.
- Grants access to imperative data across the entire management team.
We’re consistently adding more features as we get more feedback from clients, so please check back frequently to see what new points of integration have been added to date.
- The FayeBSG Consolidated Activity Report is compatible with Sugar version 7.
- Data consistency is the responsibility of the end user.
- Purchase includes software and operating manual
- Annual maintenance includes email support, upgrades, and updates throughout the year
- Support emails go to firstname.lastname@example.org
- Costs do not include professional services other than email support
- Implementation services not included but recommended. Call us for implementation pricing @ 818-280-4820