Executive Management

Executive

Efficiency uses the term "Executive" to identify employees with an organisation that interact for any reason with customers, prospects, and suppliers. The Executive Module is one of the backbones of EFFICIENCY. All Sales, Marketing, Customer Support and Contact activities, and transactions relate to at least one executive. Executives may be a dealer or franchisee's staff or members of an outside service organisation that provides your clients with after-hours service.

Efficiency's Executive Module maintains private and employment details of each executive as well as personal details, availability calendar, job skills and training information. Each executive record is extendable to include an unlimited number of user defined fields and transaction lines. This expands the executive module functionality to a mini human resources package. Executives belong to at lease one operating division, executive group, security access group, and executive team

Each EFFICIENCY activity registers the executive that performed the transaction as well as the activity's follow-up executive, be it the same or another. Any module record, such as Quotations, Orders, Events, Customer Service Log or Transaction, Workflow or To Do Lists always belong to at least one executive. Standard activities or workflow events incomplete by a deadline escalate automatically to nominated supervisors. The mode of receiving the data by these executives are defined at executive levels..

EFFICIENCY Executive Management delivers a powerful single view of all executive activities, their Key Performance Indicators and Actuals against Budget targets. The powerful reporting and analysis tools built into EFFICIENCY enables users to identify, analyse, and control every type of executive activity.The Analytics document demonstrates typical reports and analysis options type of executive activities.

Download more information: HTML or PDF