I have 12 direct reports who all interact with a varying number of customers. Our CRM system is virtually inaccessible to me in a way that would assist with status reporting on interactions with these customers.
Has anyone found a lightweight tool for gathering status reports from direct reports (web based?)
One of the key challenges for me is that my staff's interaction with customers comes and goes ... it may be two or three weeks in one quarter and then come back in a quarter for another 2 or 3 weeks where it would be good to see the history of that interaction with that customer for the year to date when they submit a new status.
So the criteria are:
- lightweight (not excel or Word)
- easy to consolidate status reports across team members
- maintains history of submitted status reports