User Error:
The following takes place between 8am and 5pm on any given day...but not necessarily every time--yes, making this even more irritating and delightful.
Scheduling an activity--generally a call back. I will complete a call, select the desired date in the future I'd like to try GM contact/record again and hit schedule. Then (wait for it)...nothing. Nothing shows under the pending tab of the GM contact/record. Now with that said, sometimes it works perfectly fine. It's the non-working times that are causing me to not follow up w/ potentials and even current customers for that matter. This is important to me for two reasons. 1) I should be able to provide good customer service to my accts. 2) If we do not contact a potential customer w/in 4 mos we lose the account. There are times currently when I am not calling on potentials because I do not know I need to as it doesn't reflect on my daily activity list. Clearly both of these present big problems for ol' Joey.
Another issue is the ability---or lack there of to pull activities on my call sheet for the day I initially scheduled them for. Some days GM will pull that day and show past day's activities/calls I did not get to for whatever reason. There are days I have to set my options to full year and/or 30 day window to get my calling materials for the day. Again, because of the sometimes/sometimes not nature of this issue it opens me up to not following up on GM contacts/records without me having a good way to track down who I'm missing without going through an entire year of contacts/records under my name.
The following takes place between 8am and 5pm on any given day...but not necessarily every time--yes, making this even more irritating and delightful.
Scheduling an activity--generally a call back. I will complete a call, select the desired date in the future I'd like to try GM contact/record again and hit schedule. Then (wait for it)...nothing. Nothing shows under the pending tab of the GM contact/record. Now with that said, sometimes it works perfectly fine. It's the non-working times that are causing me to not follow up w/ potentials and even current customers for that matter. This is important to me for two reasons. 1) I should be able to provide good customer service to my accts. 2) If we do not contact a potential customer w/in 4 mos we lose the account. There are times currently when I am not calling on potentials because I do not know I need to as it doesn't reflect on my daily activity list. Clearly both of these present big problems for ol' Joey.
Another issue is the ability---or lack there of to pull activities on my call sheet for the day I initially scheduled them for. Some days GM will pull that day and show past day's activities/calls I did not get to for whatever reason. There are days I have to set my options to full year and/or 30 day window to get my calling materials for the day. Again, because of the sometimes/sometimes not nature of this issue it opens me up to not following up on GM contacts/records without me having a good way to track down who I'm missing without going through an entire year of contacts/records under my name.
