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RG Email Sidebar Return on Investment (ROI), Usage Efficiency, and User Setup Status Tools

3 min read

 

RG Email Sidebar saves up to 160 seconds per 1 email/invite, or 190 sec with Appointment scheduling. These values are based on our detailed case studies, best practices of our partners and customers, as well as in-house research.

In the latest RG Email Sidebar updates, the customers can make use of the new RG Email Sidebar Admin panel feature, the ROI (Return on Investment) dashboard. The tools it includes provide useful insights on RG Email Sidebar’s overall effectiveness based on actual Add-In / Chrome Extension use data and other indicators specific to your company, as well as practical hints on improving its effectiveness further by enabling of all its functions for all end users involved.

Factors for decision-making and RGES usage optimization you can learn from the ROI dashboard:

  • RG Email Sidebar overall use statistics in your company
  • Figures reflecting work time and money saving contributed by RG Email Sidebar
  • The extent of completeness of RG Email Sidebar setup among the users
  • Hints for further RGES use efficiency improvements
  • Potential scope of expansion of RG Email Sidebar use in your company

 

RG Email Sidebar Efficiency Dashboard (the ROI Study Admin panel tab)

 

Avg. annual salary of a RGES user: A customer-specified value: a sales rep’s / other relevant specialist’s average yearly wage in your company. Note that these parameters are never shared or used anywhere outside of this ROI calculation.

Est. profit from automating “monkey job” data entry: After all parameters are set, you will see the net amount (calculated for all RGES users together) of money and time that RGES saves your company weekly and yearly, based on specified values and actual RG Email Sidebar usage data in your Org.

Annual RG Email Sidebar subscription cost: A customer-specified value: how much your company pays for RG Email Sidebar annually.

The ROI indicator at the bottom of the pane shows the actual RG Email Sidebar profitability ratio (Total time/money RGES saves you company-wide, by automating CRM entry and retrieval processes) calculated for your company that can guide you in improving the tool’s use efficiency.

Records created/updated in Salesforce: Actual data, how many business records on average were created or updated over selected time period by a Sales rep (or another relevant specialist) via RG Email Sidebar vs. directly in the CRM.

Records created by RGES users; Records updated by RGES users: Detailed data: total records created by your Sales reps or other specialists via RGES and directly in the CRM over the period you selected, sorted per record category.

Note

In the latest RGES updates the ROI Study page also displays the number of Contacts and Leads auto-created in Salesforce by RG Email Sidebar

 

RG Email Sidebar Users Status Dashboard (the Health Status Admin panel tab)

 

Provisioning status: This graph displays the ratios of CRM users in your Org with regard to their RG Email Sidebar use status.

Tip

Clicking on numbers in the dashboard will bring you to the Users tab, so you can monitor and fix their sync setup

Sync status: This graph displays the ratios of RG Email Sidebar users in your Org with regard to their RGES sync use status. Click on a user category to view specific users.