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 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’ Performance Navigator becomes the ‘operating system’ for your sales revenue engine.
Forecast More Accurately
More accurate and reconciled data from your CRM, LOS and Core allow you to quickly spot trends, outliers and bottlenecks.
Improve Your Sales Coaching
Create a cadence of accountability that ultimately improves win rates and shortens sales cycles – increasing sales velocity.
Build Custom Attribution
Understand everyone’s impact on sales from marketing, training, coaching, incentives and your underwriting SLA.
Faster, More Informed Decisions
Make faster data-informed decisions.
Build Confidence In Your Data
Spend less time arguing about who is right and more time executing your sales strategy.
Conduct Data-Informed Planning & Analysis
Focus on what is really driving sales revenue and empower your sales managers to make data-informed decisions.
Improved Pipeline Management
Real transparency allows you to what is really happening – from lead to funding.
Generate Demand From Leads
Manage lead campaigns – from lead generation to the demand from lead creation to closed won.