Do you want to stay on top of your clients’ interactions and ensure that no opportunities are missed in your busy schedule? Acaboom’s Daily Opportunity Reports are ideal for a morning meeting or routine to ensure no opportunity has been missed. These reports help you maximise conversion rates by providing the right information at the right time.
Not using this feature?
The Daily Opportunity Reports, formerly known as the Daily Summary Report, can streamline your daily operations and keep your business running smoothly. By receiving these reports in your inbox each morning, you have a comprehensive snapshot of your client’s engagement and can take prompt action to capitalise on opportunities.
Key benefits:
- Acaboom’s Daily Opportunity Reports provide individual, group, and branch reports, giving you a comprehensive understanding of your business performance. These reports summarise key information that requires your attention, such as clients who need follow-up, pending instructions, and other actionable items. By having all the necessary information in one place, you can efficiently manage your day and prioritize tasks for maximum productivity.
- By leveraging the insights from Daily Opportunity Reports, you can identify and seize every opportunity to convert potential clients into instructions. Whether it’s reaching out to clients who haven’t engaged with your proposal or ensuring that every client has been contacted based on their interactions, these reports empower you to take proactive steps that lead to higher conversion rates.
Let’s get you started!
To set the Daily Opportunity Report, start by clicking on your office name on the top right hand side and choose My Preferences:
You will see a list of topics on the left, scroll down to reach Daily Opportunity Report and click on it.
Click to switch on and tick the relevant staff who should receive the report.
