Need: Sales Management

Improving Sales and Sales Performance Management

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

  • Provide complete visibility into prospect and customer information

  • Empower pipeline tracking and forecasting

  • Route referrals to skilled staff

  • Ensure positive customer experience with relevant and timely engagement

Empower Your Frontline for Success

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.

  • Contact Tracking

  • Book of Business

  • Pipeline Forecasting

  • Campaigns

  • Goal Setting

  • 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.

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.

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Connects Sales and Sales Performance Management

Improve the acquisition success of your sales staff by providing the tools they need to manage their prospects and relationships and meet their goals.

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