Sales Process Delivery

---

Elements are engineered to support key stages of the Retail sales process, and support individual CSRs, their assistants, branch managers, sales specialists, tellers, retail sales management, product managers and external audiences such as other parts of the organization with vested interest in building core going-to-market competencies.  

Programs designed to monitor calling activity, profiling and support team selling strategies are readily tracked via automation to reduce the sales professional’s reporting demands, where journaling and other prospect-manager usage generates automated reporting on pipeline, team activity, sales calls, forecasts & sales results.

Key Business Functions & Features

• Full Pipeline Management & Tracking

• Referrer Statements & E-Mail Alerts

• Sales Call Tracking & Proactive Ticklers

• Incentive Claim Workflow and Plan Payout

• Know Your Customer (KYC) Processes

• Team Deal-Management & Cross Referrals

• Prospect File for Mailings/Events/Leads