Which report helps evaluate how actively sales reps are working with leads?

The Sales Activity by Customer Report is instrumental in evaluating how actively sales representatives are engaging with leads. This report provides detailed insights into the activities performed by sales reps, such as calls, meetings, and emails associated with each lead or customer. It effectively highlights the frequency and type of interactions that reps are having, which is vital for assessing their engagement levels and productivity.

By analyzing this report, managers can ascertain which sales reps are proactive in pursuing leads and which may require additional support or motivation. The data captured can also inform decision-making related to sales strategies, training needs, and resource allocation.

Other reports such as the Lead Conversion Rate Report and the Lead Engagement Report focus more on specific metrics related to leads rather than evaluating the broader spectrum of activities undertaken by sales reps. Meanwhile, the Sales Performance Overview tends to provide a summary of sales outcomes rather than the detailed activities that contribute to those results. This focus differentiates the Sales Activity by Customer Report as the most relevant choice when assessing how sales reps are interacting with leads.