Sales Answers On Demand
Turn your CRM, Marketing, Loan Origination and Core data into decision-quality reports, scorecards, dashboards and board-ready visual presentations with my Performance Navigator.
Sales, marketing, credit and finance can finally speak a common language. Reports and dashboards enable teams to make data-informed decisions regarding everything from marketing leads, prospecting, underwriting, pipeline management and customer relationship management.
No more pointing fingers. Everyone is sharing the same trusted data.
Gain confidence knowing what questions to ask.
Slice and dice your data down to the smallest detail.
Combine and reconcile CRM, LOS, Marketing and CORE data.
Justify your investments in technology, training, coaching, marketing and incentive compensation.
Cascades from the frontline to the board room.
Performance Insights’ my Performance Navigator becomes the ‘operating system’ for your sales revenue engine.