Sales and Performance Tracking
- Credit Unions
- Auto Dealers
- Banks
- Finance Companies
- Mortgage Servicers
- Community
- Bank
This powerful sales and service performance solution helps your organization make dramatic improvements to your bottom line by building stronger employee motivation and commitment to performing the 'right' activities that will lead to long term, loyal client relationships.
Tracking sales and performance can be very challenging, but it's essential if you want to make informed decisions and achieve your organization's program goals. Our automated system provides you with simplified methods of managing and monitoring employee success. This information can help you understand how your employees are performing against your goals, so you effectively coach and reward them for growth and results.
Our goal is to assist with growing your business by providing the following sales and performance management tools:
- Sales and goal tracking
- Scorecard progress tracking
- Referral tracking and management
- Automated link to performance appraisals
- Incentive design, calculation, and management
- Member-specific promotion/marketing system
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