Your company has made a large investment with Repfabric. We really appreciate that investment and are glad you are part of the Repfabric team. A part of the investment your company has made with Repfabric is an investment in you using Repfabric.

As part of our commitment to you, we are continually striving to provide you quality resources to enable you to a Repfabric Active User. However, in order for you to be that Repfabric Active User, you should know where the bar is set to achieve that goal.

In order to be considered a Repfabric Active User, you need to complete at least 5-to-ten events a week in Repfabric over the course of a rolling month. What constitutes an “event” in Repfabric and how can you achieve the goal of being a Repfabric Active User? It’s simply completing a combination of the following:

Creating an Activity Journal documenting your conversation with your customer.
Creating an Opportunity when you have potential for increased sales dollars and revenue.
Creating contacts when you are out meeting new customers.
Running CRM Reports for your manufacturers and your own analysis.

That’s all it takes! You are already out there talking with your customers every day! Document your interactions and the sales that come from those conversations and next thing you know: you’re a Repfabric Active User!

Can I See in Repfabric that I am an Active User?

Yes! You can look at your statistics in our Salesperson Activity Report! Go to Global Menu->CRM Reports->Salesperson Activity.

To run the report:

  1. Select the user. Please note that sales reps are only able to see their own user data. They are unable to see anyone else’s user data. Owners and administrators will see all user data.
  2. Select the date range.
  3. Select the User report from the dropdown menu.
  4. Click “View.”
  5. Use the “New Opportunities” and “Activity Journal” fields to see what you have created for the time period selected.

Even though this report doesn’t factor in how many contacts you have created or CRM reports you have generated, it will at least give you an idea the pace you are with the creating your documentations.

If you would like to learn more about how to run CRM reports, please sign up for the Repfabric 201 CRM Reports training on Thursdays at 11amET.

To help you become more of an active user, download our Repfabric 21-Day Plan. The Repfabric 21-Day Plan is a self-driven way to learn the various facets of Repfabric over the course of 21 days-the perfect time to build a great habit.

You are always welcome to ask basic CRM questions in our Repfabric 411 “How Do I?” Open Mic, held every day at 4pmET.

If you are experiencing any technical issues, please reach out to support@repfabric.com.