Sales Management

Transform qualified leads into funded accounts with accountability, visibility, and execution discipline.

Transform Leads into Funded Accounts

ARGO’s Sales Management solution ensures those opportunities become funded relationships. Empower branch and contact-center staff with real-time insight, guided workflows, performance dashboards, and coordinated follow-ups that eliminate friction and increase close-rate efficiency.

Watch this short video to learn how to drive accountability, monitor activity, forecast sales, and gather insights to meet and exceed revenue goals.

Standardize Workflows to Accelerate Sales

Empower your sales staff in the branch and contact center to take prospects from qualified leads to closed sales. Equip staff to track and advance every opportunity with standardized workflows, stage definitions, next-best actions, and automated reminders — reducing leakage and improving pipeline velocity. KPIs provide insight into quality and conversion success, holding staff accountable.

Equip Staff with Core Sales Tools

The banker dashboard equips the sales staff with everything they need to reach their goals.

Contact Tracking

Connects tracks every customer contact, giving bankers full visibility into the details of each prior interaction, including the type and timing of account maintenance. This comprehensive view of the customer relationship enables staff to engage more effectively with customers.

Books of Business

Enhance customer care by holding staff accountable for customer relationships. The solution equips staff with historical information and key details, including the names of decision-makers within the entity. Staff also have visibility into referral partners, banker-sourced centers of influence, and community partners.

Call Planning

Connects supports financial institution-led outbound calling campaigns to prospects and customers. The 360-degree view equips bankers and staff with the insights needed for effective call preparation, including customer activity and self-disclosed topics of interest.

Appointment scheduling

Appointments are routed to staff based on geography and specialty. Consumers can schedule a call-back from the contact center or a visit to a local branch. The customer can provide the reason for the meeting so the staff member can prepare in advance.

Manage Performance and Define Sales Goals

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.

Ensure that no opportunity stalls due to channel fragmentation. Connects orchestrates interactions across:

Digital engagement events
Branch appointments
Contact-center follow-ups
Document/fulfillment checkpoints

All channels work from the same data, preventing duplication and accelerating time-to-close.

Launch and Optimize Targeted 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.

Drive Growth Through End-to-End Referrals

The end-to-end referrals process begins with capture and navigates the sales pipeline to fulfillment. Metrics captured along the way allow leaders to track and analyze performance and success for ongoing process improvement.

Six essentials for a successful referrals program.

Multi-Channel Origination

Generates leads by originating referrals through personal financial planning and staff channels.

Efficient Capture

Accelerated data collection prepopulates known information and only prompts for essential data to reduce origination time and customer friction.

End-to-end referral process

Referral capabilities are embedded in the sales and service process to efficiently capture leads and navigate the sales pipeline to fulfillment.

Assign referrals

Referrals are routed to automated engagement or assigned to the appropriate work queue based on product type, geography, and priority. Institutions assign teams and staff members to work queues for evaluation, follow-up, and fulfillment.

Service level agreements

Configure SLAs by referral type, then monitor the referral to ensure timely responses.

Closed loop with disposition status

Disposition insights provided to the originator motivate staff to commit to referrals. As the lead moves through the sales pipeline, all actions taken are tracked and visible to all parties until final disposition.

Goal targets

Improve accountability for sales strategy execution by defining and distributing clear goals. These goals direct your team’s daily activities, focusing your resources on the quantity, quality, and product type of referrals.

Analyze Data to Enhance Performance

Performance enhancement involves understanding the past and planning for the future. Management insight KPIs help you improve results.

Analytics drive success:

Pipeline Velocity & Forecasting: How quickly leads move through, where bottlenecks appear
Conversion Efficiency & Funnel Leakage: How many leads turn into funded accounts, where deals drop off
Sales Staff Performance & Accountability: Dashboards, goal achievement, cross-sell targets, referral success, campaign-to-close rates
Post-Close Expansion & Relationship Growth: Cross-sell, upsell, referrals, lifetime value growth

Measure and Realize Institutional ROI

Implementing Connects sales management solution drives measurable improvements across your operation and bottom line.

Operational Excellence

Increased Close Rates: Maximize the number of opportunities converted to sales.
Reduced Time-to-Funding: Accelerate the cycle from lead detection to fulfillment.
Improved Forecast Accuracy: Gain better visibility into future revenue projections.
Collapsed Bottlenecks: Ensure seamless transitions across all channels.
Consistent Sales Workflow Adoption: Drive enterprise-wide adherence to best practices.

Strategic Business Outcomes

Higher Revenue Realization: Achieve and exceed institutional growth objectives.
Better Cross-Sell Conversion: Identify and capitalize on opportunities to deepen relationships.
Stronger Early-Stage Customer Relationships: Build loyalty from the first engagement.
More Effective Staff Engagement: Empower and motivate staff with the right tools.
Optimize Resource Allocation: Efficiently deploy staff and technology across the network.