Key Business Functions & Features |
• Custom Tracking to Your Cross-Sell Process/Training Objectives |
• Coaching Views on Qualified/Non-Qualified Diagnostics |
• Benchmarking Reports Against Peer Departments/Branches |
• Ranking Performance of Staff by Job-Type |
• Recognition of Top Producers and Leaders in System Notices |
• Links to Program Tips, Job Aids and Leaderboards |
• Team-based Client Servicing Tools |