A walkthrough of three call-tracking reports in Ifbyphone: a daily Call Detail Report sent to sales and ISA teams, a monthly summary across all campaigns, and an Agent Report tracking who handled what. The speaker reviews every call daily to catch handling issues and says this discipline transforms results.
Call Detail Report; Inbound Call Summary (monthly); Call Distribution / Agent Report.
Daily (every day).
Monthly (once a month).
So Daniel says, I'm using if by phone, but we haven't really gotten a process down to analyze our results. How often do you visit the results and what do you look at Exactly. So let me pull up if by phone and show you the three things. And I don't even have the third thing set up, but the three reports basically in if by phone there are reports, just reports that you can run and just look at, but then you can schedule reports. So now we have three reports set up. So I do a daily call detail report. So call detail report. We just do it daily. So we will look at 8:26 to 8:27, let's call it. I think we do all data, all calls. I think we do inbound calls. We don't do any outbound calls. Or click. We don't do it by phone number, but you could. We show duration details, we show recordings, we don't do lookup data and we do the all activity. And so we have this report that you see here. Email to my sales manager and my buyer ISA so they can see that my buyer ISA is looking at the yard sign calls and they're looking like, you know, there's like talk minutes. Some of these stuff means something to someone other than me. It shows the number it was transferred to. It shows all actions for the call. So you could read this. It went to the call distributor inside sales. Then it transferred to that number. So that was during the day. But you can also just play the recording. So the calls are recorded. It's recorded from the moment it transfers. So you can actually hear people saying, man, I don't want to call. No sign for, you know, for a price. You can actually hear them talking while the phone is ringing, which is pretty cool. So yard sign, yard sign. Fizbo mailing. So my sales manager who does my seller, seller calls that come in, she. She answers those calls. Here's a FSBO mailing. Here's a seller. My relaunch site call came in. So every day my sales manager, my buy site buyer, I say get this call report and they attack it. Here's a radio call that came in. If they miss a call, you know, worst case, they're looking at it, you know, the next day, that's one report. The next report, I just do a monthly inbound call summary. So for. I'll get this in a few days here. I run it for all campaigns. It's just a simple report of the calls that came in average duration. So you know, voice pad, you can see kills it 74. Our yard sign expired 11 radio 11. Our expireds pull the same as our radio does, which is just so cool. So cool. So I get this, this report once, once a month. That is number two. And then number three is the call distribution report, agent report. So let's run that and see how awesome my agents are. And then this is a simple report. It does so for my agents. It does. Busy caller disconnected, connected. So I look at the total. So anyway, so that's the report I just added, which I wasn't doing. So three reports. Inbound call summary is the top level. Call detail report is daily. So every freaking call that comes in on anything you do every day, you need to make sure that call was handled properly. That's the sort of stuff that's not sexy but will triple your business, you know, by having someone make sure every call is responded to and handled properly every day, even if it's you to start is a game changer. Ain't nothing sexy about it. But it is. It's a game changer.
