Key Figures from Ongoing Work
Because enquiries, calls, appointments, quotations and orders are recorded in one application, KPIs (key performance indicators) can be derived from them without anyone having to keep separate statistics. Typical questions include: how many enquiries lead to an appointment, how many appointments to a quotation and how many quotations to an order?
These figures can be viewed by period, territory, employee or source of the enquiry. This makes it visible at which point in the process potential is being lost.
Source and Quality of Enquiries
A typical reason for analysis is the question of which sources of enquiries are worthwhile. If enquiries are obtained through various channels, the analysis shows from which source appointments and orders actually arise.
This allows the budget for customer acquisition to be used in a more targeted way. Decisions are based on your own data rather than on assumptions.
Management in Day-to-Day Operations
Analyses are only useful if they lead to action. Terminauticus therefore shows not only results but also open cases: unprocessed enquiries, overdue follow-ups, quotations without a response.
Management can thus intervene at an early stage, before a backlog turns into a lost customer. Logged exceptions, such as appointments without complete mandatory details, can also be viewed by the management board.
Transparency for the Team
Key figures are not only a tool for management. Employees also benefit from knowing their own results and following developments over several weeks. Anyone who sees at which point their conversations end more frequently can work on it in a targeted way.
It is important to use analyses objectively and with a sense of proportion. Figures show where a closer look is needed; they do not replace a conversation with the employee about the reasons. Terminauticus provides the figures – how they are used in management is for the company to decide.
Frequently asked questions
Does additional data have to be recorded for the analyses?
No. The key figures arise from the details that are recorded in day-to-day business anyway.
Who can see the analyses?
That depends on the role. Overall analyses are generally reserved for management; employees see their own results.
Can analyses be broken down by employee or territory?
Yes. Analyses are possible by period, territory, employee and source of the enquiry, among other criteria.
Does the software also show open cases?
Yes. In addition to results, unprocessed enquiries, overdue follow-ups and quotations without a response are also made visible, so that management can intervene in good time before a prospect is lost.