The number of contacts, task completion and customer transactions are different indicators. The addition of contacts cannot be directly interpreted as a valid business opportunity. The report needs to indicate which system the data comes from, the update time and statistical conditions. The available information returned by the official authorized interface of Enterprise WeChat has boundaries, and unobservable behavior should not be used to make up seemingly precise numbers through guesswork. Business judgments are presented separately from factual records.

First clarify the problem and conditions

First define the deduplication method, time range and person in charge for each indicator. CRM transaction and customer relationship data are related through reliable numbers. After the position is changed, it is clear whether the historical attribution is based on the responsibility at the time of occurrence or the current responsibility. Employees can view work-related scopes, and cross-team details are managed according to authorization. The summary page provides necessary explanations and detailed entries to avoid having only rankings without business conditions.

Put the rules into the actual process

For example, if a customer is maintained by two employees, the total number of contacts can be counted as unique objects, and the individual participation volume is named separately. It cannot be directly added up to be the number of customers of the whole company. The change in the proportion of a small sample team needs to explain the base number, and it cannot be used to conclude that a certain employee’s service ability has declined.

Check the processing results item by item

  • Check the impact of deletion, handover, duplicate association and data delay on indicators.
  • Indicate the scope that cannot be covered in the report, and modify the caliber to retain the version.
  • Evaluation of employees should not only rely on a single quantity, but also review the quality of business opportunities, customer service and job responsibilities.
  • Reports are better suited to helping teams identify work disruptions or resource shortfalls rather than using incomplete data to create deterministic personal conclusions.

How to review before and after going online

When data is missing, the dashboard will mark the uncovered range and the latest successful batch, and will not directly fill in zeros. The person in charge should first check the authorization and synchronization status, and then explain the business changes to avoid an interface suspension being misjudged as the team suddenly stopping customer maintenance.