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What is a Home Inspection?
Agent reporting for marketing person  XML
Forum Index » ISN - Inspection Support Network
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Kris Svendsen
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Joined: 06/22/2014 08:52 PM EDT
Messages: 337
Location: Dallas, TX
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How is everyone handling giving access to agent reporting for a marketing person without giving them access to business reporting which includes all financial info?

Kris Svendsen
Viking Inspections
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Jeremiah Anderson
P. Diddy
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Joined: 08/02/2014 01:45 PM EDT
Messages: 611
Location: Blaine, MN
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We use the BAM dashboard for our marketing person to track their activities with agents. Although there is some cross over with ISN. I am still trying to find a way to manage the two systems the most effectively so I am interested in hearing what others are doing.

"Unless someone like you cares a whole awful lot, nothing is going to get better. It's not." ~Dr. Seuss

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SheehanThomson
Jedi
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Joined: 06/18/2014 11:28 PM EDT
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I find that the BAM dashboard is lacking. It seems it was created from a template instead of being created from the ground up for its purposes.

I wish ISN would do a more dedicated marketing reporting section with auto emails that go out reminding the marketing rep of which route they are to do that day, which office they have a presentation at, reminder SMS texts to follow up with agents, etc.

It would be nice to have it all in one place.

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Michael Altizer
General
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Joined: 10/31/2014 06:20 PM EDT
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A redneck sees another carrying a bag, he stops him and says. Hey buddy what do you have in that bag? The other replies chickens, why? The first says, if i guess how many chickens you got in that bag there can i have one? The redneck holding the bag of chickens says, if you guess how many chickens are in this bag ill give you both of them!
 
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