Every flag owned, and worked on time

One list of the accounts that need a call, assigned to the rep who owns them, with a scorecard showing who worked their flags within two business days.

What gets in the way

• ·Flagged accounts sit unassigned because nobody owns them.
• ·A rep leaves and their accounts drift while the book is split up.
• ·The weekly meeting runs on anecdotes instead of the accounts that slipped.

What you use

• Daily listEvery rep's list, and coverage by rep so nothing flagged is unassigned.
• Rep and team scorecardsTime to first contact and outcomes, with the rows behind every number.
• HandoffsMove a leaving rep's book, follow-ups and drafts in one step.
• WatchlistBe told when a key account's level changes.

By trade

Electrical, Plumbing and HVAC, Building materials, Jan-san and facility supply, Medical and dental supply. Every feature is on every plan; see pricing.