When are your Customers Called on or Visited - Can you tell

[MidNiteRaver]

I have in-house and on the road sales teams. I have been looking at SugarCRM OS as a possible solution for my company's needs.

One of the needed features however is the ability to be able to easily view the status of our clients/accounts. That is, when last was the client visited? Which clients have not been call on in X days/months etc. What is the schedule for visits for each client (every 2 weeks, every month etc.)

This ability (report) and the relevant filters would allow one to see if customers have fallen between the cracks, are not being visited, are not being visited in a timely fashion, are be visited too often or being visited satisfactorily.

Maybe i have missed something. Can SugarCRM OS do the above? Are their plug-ins that allow these functions?

Regards

MidNiteRaver

[josh.sweeney]

The easiest way is to make it mandatory for your sales people to log an activity when they call or visit.

I have created a field that shows when a customer was last contacted but it was a customization and not out of the box.

You can report on any information in Sugar but you will need the pro version or have to install zucker reports on the community edition. The other good thing about pro is that your mobile sales people can log activities in the mobile interface.