Recover Lost Opportunities: Last Activity Reports
A typical business wants to maintain regular contact with its customers. Most businesses set a minimum standard for frequency of contact with customers, with hot prospects or sometimes with every prospect out there.  So how can you easily identify customers or prospects who have “fallen through the cracks?”

MasterMine’s built-in “Activity Analysis” templates include:

Last Completed Activity – Any type

Last Completed Activity – Excluding e-mail

Last Closed Sale

Last Completed Sale – Closed or Lost

Last Completed Call

Last Completed Appointment

Last Completed Call or Appointment

Each of these templates allows you to easily group those with whom you have had a timely follow-up, those whose last follow-up was too long ago, and those with whom your company has never followed up.

Each of these reports can be easily tweaked to reflect only what YOU consider to be a valid “last activity” (e.g. something like “completed call with result code of ‘INP’ or ‘COM’), rather than just any generic call, appointment, e-mail or other form of contact.

Don’t assume your sales reps are 100% accurate in their customer follow-up efforts.  See the results for yourself: find your company’s “lost opportunities” and assign follow-up activity (or reassign accounts) accordingly!