ReloSpec411

Today we’re happy to announce many new features that are available today, or will be available very soon.  And, there is NO CHARGE for the licensing of any of these features.  Enjoy!

Reports, Reports, Reports

You have been telling us what you want and we have been listening!  We admit there are too many ReloSpec reports, but you aren’t expected to use them all.  You should just use the ones you’ll call your ‘Favorites’.  How do you find your ‘Favorite’ reports?  That’s where we can help!  As a free service, you just let us know what you’re looking for and we’ll provide you with an updated short list of reports that meet your needs.  No more searching, trying and viewing endless reports to find what you need.

Better yet, if you have a report you’re producing now and want ReloSpec to do the work for you, just email us a copy of the report(s) and we’ll match it with your new ReloSpec ‘Favorite’.

Use the ReloSpec ‘Help Desk’ to submit your request and we’ll help you find the report(s) that will save time and effort!

A Possible New Favorite Report?

What’s one more ReloSpec report, right?  But wait.  This one is special.  You may already know about the ‘Scorecard – Agent’ reports.  There are now 6 versions and the latest may be the best.  Click the REPORTS link, browse to ‘Scorecard – Agent 6’ and open the report.  In one concise report you’ll know totals for Incoming vs. Outgoing, Est Close Dates and Amounts, Dead records with the Dead Reason, % Closed, % Returned Surveys and Agent Generated info!  What a great report!  Soon there will be a variation of this report for ‘Scorecard – Offices’ that uses similar results for Offices instead of Agents.

Let us help you with all your ReloSpec reporting needs!

AutoPilot and Responses Pages Are More User-Friendly

Beginning today when you filter records in your AutoPilot or your Responses pages you can ‘Process’ individual records and the filtered records will remain in the grid.  This allows you to select the records you want, ‘Process’ records one at a time and not have to re-filter the records to process the next one(s).  This makes it much easier to select records and process only the ones you want without interruption.  Nice!!!

Goals For Agents And Offices Coming Soon

Coming soon you’ll be able to enter specific goals for Agents and for your Office(s), and then be able to report on percent accomplishment of the goal.  Proposed Goals for Agents include: % Closed, # of Outgoing, # Surveys Returned, Survey Ratings, # of Agent Generated referrals and % of BMA Variance.  You’ll be able to enter the fields in the Agents table then run specific reports to view Current Status.  If you have specific suggestions for use of the Goals and the Reports needed, please let a member of the ReloSpec Team know.

Agent Access is Available for FREE!

Do you have agents who want to login and view records assigned to them?  Or, perhaps they don’t want to wait for the Update Request to be emailed before they provide an update?  Now you can assign an ID/Password for your agents to use that will allow them Read-Only access to ONLY the records assigned to them.  They may View the records, provide Updates that go directly to your Responses page, run reports on their performance and Submit New Referrals that go directly to the ReloSpec Import table.

One of the reports will include their performance as compared to their Goals you entered for them in the Agents table in a concise format.  You’ll be able to enable or disable as many agents as you like.  You will control their access and what they’ll see.  Watch for the Training Video coming soon.  This option is scheduled for release by the end of May 2013.  The license for Agent Access is free, but on your Annual Maintenance you’ll be charged $10/year for each agent using the service.  Quantity discounts may be available for more than 30 agents.