Sales Management

Equipping branch and outbound contact center staff for acquisition and relationship expansion.

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Elevate Sales Success

Sales and sales performance management tools increase performance by empowering staff to identify, manage, and track opportunities from point of detection through close fulfillment. Watch this short video to learn how to drive accountability, monitor activity, forecast sales, and gather insights to achieve and exceed revenue goals.

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Give your frontline tools to manage sales opportunities and book of business

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Empower pipeline tracking and forecasting

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Ensure positive customer experience with relevant and timely engagement

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Provide complete visibility into prospect and customer information

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Route referrals to skilled staff

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Empower Your Frontline

Equip your sales staff’s efforts to reach their goals. Identify and route opportunities appropriately through digital and human channels to drive acquisition and expansion.

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Contact Tracking

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Book of Business

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Pipeline Forecasting

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Campaigns

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Goal Setting

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Referrals

Provide the Tools for Enterprise and Individual Accountability

Define and distribute sales goals to all levels of your institution. Banker dashboards provide insight into the pipeline, achievement against goals, and active campaigns and referrals. Management dashboards provide a macro view of enterprise performance.

Infographics h ARGO Infographic Sales Management
Infographics h ARGO Infographic Sales Management

Target the Right Prospects with Relevant Campaigns

A successful sales campaign framework provides an engagement strategy to acquire leads, assess and meet needs, and convert opportunities through timely and relevant content. KPIs and management insight empower you to tune your strategy and optimize sales success over time.