Sometimes, it’s important for a business to take a step back, assess progress and look at how well its teams are performing.

Whether you want to analyse progress and performance, monitor efficiency and quality, or identify underperforming areas to adjust training or implement new workflows, whatever the requirement – reporting should be a simple and convenient task.

 

FLG helps you keep on top of your lead management reporting with:

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Integrated drag & drop custom report builder

If you’re limited by the reports your current software provider thinks you need, then it’s probably because you don’t have the freedom to create your own reports based on the data that is important to you.

FLG allows you to build and run amazingly detailed reports that show how your business and individual users and teams are performing. The platform offers flexible reporting, with a simple point-and-click report builder that allows for aggregation, pivoting, filtering, sorting and much more.

360° view of your sales process with funnel reports

The FLG platform features funnel reports which allow you to gain sales insight within any date range, and can highlight where performance is strong or weak, allowing you to focus on understanding and improving that part of your process.

This level of insight allows you to see when lead statuses change, where leads are in your sales funnel and locate the bottlenecks. At a glance, you can see how much time leads spend at each stage, and compare the performance of users and introducers.

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Scheduled reports sent by email

Do you have reports that need to be run and distributed at specific times, such as monthly progress reports or weekly updates to keep your team informed, or to help identify targets and areas of focus?

FLG lets you schedule all your frequent reports, so you can tick them off your to do list and have them arrive directly in your inbox exactly when you want them. You can schedule reports to run daily, weekly or monthly, or any custom time in between, and specify the format you’d like them to be sent in.

If you need to send the report to multiple users or even entire teams, you can create email circulation lists to ensure the right people get the right information at the right times.

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Many report formats including charts

FLG reports can easily be exported in multiple formats, from table-based reports such as pivot tables and simple lists, to bar, area, line or pie charts.

This gives you flexibility when it comes to running customer-facing or internal reports, allowing them to be as simple or complex as you require.

Share reports inside or outside your business

Being able to and assess progress and performance on the go is crucial in a busy working environment. Whether you’re working on the contact centre floor or out of the office, you’ll likely need quick and convenient access to data that can be easily shared.

With just a few clicks, you can view and share a report with anyone you give an access link to or send an invite to view by email, ensuring your colleagues have access to important information whenever and wherever they need it.

Reports can be exported and emailed directly from your phone, and every report is designed so it can be viewed, filtered and sorted on a mobile device.

Over 30 report templates provided out of the box

FLG comes with over 30 out-of-the-box templates included, covering all of the most commonly requested reports. This gives you a perfect starting point to begin reporting, with the option to customise all reports to fit your unique business requirements.

Additional benefits

  • Download reports as a PDF or CSV file
  • Pin frequently used reports for quick and convenient access

FLG allows you to run amazingly detailed custom reports to gain a better understanding of how individual users are performing, as well as clear insight into the business’ overall sales performance.

What you get

The 6-in-1 platform for complete customer engagement

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Customer contact

Engage with your customers and create personal connections that win their trust by holding conversations through their preferred channel. Learn more

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Powerful CRM

At the heart of FLG is a powerful CRM built for speed and scale with a single user view of upcoming customer activities, customer communications, and all the details of allocated leads. Learn more

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Intelligent workflows

Keep costs down and maximise productivity using powerful tools that automate contact around appointments and events. Learn more

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Seamless integrations

Connect your software, processes and partners by receiving leads directly from lead providers, integrating with your dialler, and sharing data with over 100 apps and services. Learn more

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Marketing automation

FLG comes complete with a range of multi-channel marketing features to connect with your customers and drive engagement from one single place. Learn more

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Reporting & analytics

Gain a deeper understanding of your business and learn how to improve it with an integrated custom report builder that gives you a 360° view of your sales process. Learn more