Sales Management

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

Sales Management

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.

Read more: Improving Sales and Sales Performance Management

Sales Opportunity Flow
Sales Management Dashboard: Equip the sales staff to reach their goals

Equip Staff with Core Sales Tools

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

Sales staff stays focused on the efficiency with a concise view of the day’s appointments, meetings, and tasks.

Pipeline tracking reports products, pipeline stages, user confidence, and past conversions to inform the forecasting process. Revenue forecasting uses past and current pipeline data across channels and types. Staff can view information at the enterprise, regional, branch, and individual levels.

Enhance customer care by holding staff accountable for customer relationships. Along with contact names, it provides staff with historical information and key details, including the names of entity decision-makers. It lists referral partners, banker-sourced centers of influence, and community partners.

Sales success requires skilled and qualified staff to pursue valid opportunities. The solution generates staff- and customer-initiated referrals. A banker can create referrals based on opportunities detected through personal interactions. Intelligent lead generation creates a referral when a prospect or customer shows interest in a product they don’t fulfill directly.

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.

Pipeline Conversion Ratios: Micro and macro views of sales conversion forecasting at every pipeline stage

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.

Read more: Elevating Your Campaign Strategy

Automation-driven campaigns use analytics and decisioning to boost your sales success

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.

Generates leads by originating referrals through self-service channels on the website, personal financial planning, and staff channels.

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

Delivers the referral to automated engagement or assigns it to a work queue based on product type, geography, and priority.

Timely handling through a service level agreement (SLA) to avoid missed opportunities.

Provides disposition status to the originator, to motivate the staff to commit to referrals.

Empowers your bank to execute its sales strategy by incentivizing the actions of your sales staff through goal targets.

Read more: Acquiring Customers and Expanding Relationships with Referrals

Best Practice End-to-End Referrals Process
Management Insight for Sales Performance Management

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.