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.