See Portfolio at work.
- Observe Portfolio at work in the Portfolio Product Tour.
270 Sec. - See how you can improve your agents performance with the Portfolio Drill-Down.180 Sec.
- View generated reports from our representatives in the Portfolio Sample Reports.
HTML
Move beyond the impersonal objective reports provided by your ACD, Dialer, WFM, and Analytics tools.
Sure, Portfolio has great reports but it goes much further. Portfolio integrates the subjective agent and script evaluations that tell the real story inside your contact center. This isn't dry statistics any more but the story of the daily efforts of your agents and how their supervisors view their successes, their challenges and even their failures. Now you see the whole picture. This is real Business Intelligence.
Portfolio sends each of your agents a custom scorecard that tells them how they're doing compared to their goals, in their team, and within the company as a whole. The scorecard shows bonus points earned, tracks training sessions completed and planned, and provides a drill-down so your supervisors and agents can focus on trouble spots or celebrate successes. Portfolio creates interactive coaching sessions where your supervisors and agents work as a team to trace from summary statistics, to specific categories, to individual questions, and even allows the play back of individual recordings of agent/customer contacts.
Portfolio revolutionizes report generation and distribution with new power, flexibility, and a standard development platform so anyone can write and run our reports:
- Portfolio imports and executes from Crystal Reports *.RPT format.
- New reports can be created, and existing reports can be edited in Crystal Reports.
Because Portfolio does its own work there's no Crystal Reports Enterprise Server license fee. So you save thousands of dollars while gaining more flexibility and special features.
