Account Scorecard Reporting

customertrax 1. Handle CRM 1.0, x. Uncategorized

 
 

Creating account scorecards through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.

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Search Examples

Create saved searches for Accounts with specific Whole Goods Rank, or search all accounts that are labeled as Whole Goods = Transactional

  1. Available fields to search by
    1. Acreage
    2. Acreage Rank
    3. Agronomic Challenges
    4. Agronomic Challenges Rank
    5. Approach
    6. Approach Rank
    7. Aspirations
    8. Aspiration Rank
    9. Attributes
    10. Attribute Rank
    11. Commodity Marketing
    12. Competitive Rank
    13. Competitive Relationships
    14. Crops
    15. Crop Rank
    16. Customer Rank
    17. Customer Ranking
    18. Data Management
    19. Data Management Rank
    20. Data Proficiency
    21. Data Proficiency Rank
    22. Equipment
    23. Equipment Rank
    24. Finances
    25. Finance Rank
    26. Harvesting(new)
    27. Harvesting(new) Rank
    28. Harvesting(used)
    29. Harvesting(used) Rank
    30. Hay & Forage(new)
    31. Hay & Forage(new) Rank
    32. Hay & Forage(used)
    33. Hay & Forage(used) Rank
    34. Innovation
    35. Innovation Rank
    36. Labor Rank
    37. Marketing Rank
    38. Material Handling (new)
    39. Material Handling (new) Rank
    40. Material Handling (used)
    41. Material Handling (used) Rank
    42. MyJohnDeere
    43. MyJohnDeere Rank
    44. Organization
    45. Organization Rank
    46. Parts & Attachments Rank
    47. Planting & Seeding(new)
    48. Planting & Seeding(new) Rank
    49. Planting & Seeding(used)
    50. Planting & Seeding(used) Rank
    51. Relationships
    52. Relationship Rank
    53. Service Labor
    54. Spraying(new)
    55. Spraying(new) Rank
    56. Spraying(used)
    57. Spraying(used) Rank
    58. Status
    59. Succession
    60. Succession Rank
    61. System
    62. System Rank
    63. Technology
    64. Technology Rank
    65. Third Party Engagement
    66. Third Party Engagement Rank
    67. Tillage(new)
    68. Tillage(new) Rank
    69. Tillage(used)
    70. Tillage(used) Rank
    71. Turf & Utility(new)
    72. Turf & Utility(new) Rank
    73. Turf & Utility(used)
    74. Turf & Utility(used) Rank
    75. Value Added Services
    76. Value Rank
    77. Vital Focus
    78. Whole Goods
    79. Whole Goods Rank
    80. First Name (Account)
    81. Last Name (Account)
    82. Email (Account)
    83. Work (Account)
    84. Mobile (Account)
    85. Delivery Address (Account)
    86. Delivery Apt/Suite (Account)
    87. Delivery City (Account)
    88. Delivery County (Account)
    89. Delivery Country (Account)
    90. Delivery State (Account)
    91. Delivery Zip (Account)
    92. Branch (Account)
    93. Class (Account)
    94. Account Number (Account)
  2. Available fields to display in grid
    1. Overall Score
    2. Customer Profile Score
    3. Dealership Engagement Score
    4. Market Penetration Score
    5. New Equipment Score
    6. Used Equipment Score
    7. Agronomic Implementation Score
    8. Acreage
    9. Acreage Rank
    10. Agronomic Challenges
    11. Agronomic Challenges Rank
    12. Approach
    13. Approach Rank
    14. Aspirations
    15. Aspiration Rank
    16. Attributes
    17. Attribute Rank
    18. Commodity Marketing
    19. Competitive Rank
    20. Competitive Relationships
    21. Crops
    22. Crop Rank
    23. Customer Rank
    24. Customer Ranking
    25. Data Management
    26. Data Management Rank
    27. Data Proficiency
    28. Data Proficiency Rank
    29. Equipment
    30. Equipment Rank
    31. Finances
    32. Finance Rank
    33. Harvesting(new)
    34. Harvesting(new) Rank
    35. Harvesting(used)
    36. Harvesting(used) Rank
    37. Hay & Forage(new)
    38. Hay & Forage(new) Rank
    39. Hay & Forage(used)
    40. Hay & Forage(used) Rank
    41. Innovation
    42. Innovation Rank
    43. Labor Rank
    44. Marketing Rank
    45. Material Handling (new)
    46. Material Handling (new) Rank
    47. Material Handling (used)
    48. Material Handling (used) Rank
    49. MyJohnDeere
    50. MyJohnDeere Rank
    51. Organization
    52. Organization Rank
    53. Parts & Attachments Rank
    54. Planting & Seeding(new)
    55. Planting & Seeding(new) Rank
    56. Planting & Seeding(used)
    57. Planting & Seeding(used) Rank
    58. Relationships
    59. Relationship Rank
    60. Service Labor
    61. Spraying(new)
    62. Spraying(new) Rank
    63. Spraying(used)
    64. Spraying(used) Rank
    65. Status
    66. Succession
    67. Succession Rank
    68. System
    69. System Rank
    70. Technology
    71. Technology Rank
    72. Third Party Engagement
    73. Third Party Engagement Rank
    74. Tillage(new)
    75. Tillage(new) Rank
    76. Tillage(used)
    77. Tillage(used) Rank
    78. Turf & Utility(new)
    79. Turf & Utility(new) Rank
    80. Turf & Utility(used)
    81. Turf & Utility(used) Rank
    82. Value Added Services
    83. Value Rank
    84. Vital Focus
    85. Whole Goods
    86. Whole Goods Rank
    87. Account
    88. First Name (Account)
    89. Last Name (Account)
    90. Email (Account)
    91. Work (Account)
    92. Mobile (Account)
    93. Delivery Address (Account)
    94. Delivery Apt/Suite (Account)
    95. Delivery City (Account)
    96. Delivery County (Account)
    97. Delivery Country (Account)
    98. Delivery State (Account)
    99. Delivery Zip (Account)
    100. Branch (Account)
    101. Class (Account)
    102. Account Number (Account)