Report Categories

CAMELS BusinessLink offers insightful, comprehensive reporting and deep perspectives on calling efforts, resultant customer advances and successes. Plan your calling activities by reviewing the following report outcomes so that you optimize all of your customer development activity.

Sales Activity Reports

  • Provides sales analysis by locations, products, and contributors.
  • Offers bank wide perspectives on sales activity.

New/Existing Customer Reports

  • Deep perspectives on calling efforts, resultant customer advances, and successes.
  • Plan your calling activities by reviewing report outcomes.

Service Issue Reports

  • Track all service issues from identification to resolution.
  • Accumulates service data for a better customer experience.
  • Supports CFPB Bulletin 2013-09 requiring reporting system for customer complaints.

Referral Reports

  • Ability to track all referrals and leads by bank contributor.
  • Assign tasks across the organization and track approval procedures.
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