Breakthrough Results

Sales execution may be the biggest issue facing financial institutions today. The absence of great sales execution is the biggest barrier to high performance and the cause of most of the disappointments that are mistakenly attributed to other causes. Our Managing breakthrough Results approach is based on the 'The Six Breakthrough Behaviors of High Performers' — the behaviors of sales execution.

Managing Breakthrough ResultsSM

The Six Breakthrough Behaviors of High Performers

Our 'Managing Breakthrough Results' program helps sales teams focus, measure the metrics that matter, display them in engaging scorecards (reports, dashboards and analytics), act on lead measures and create a cadence of expectations, accountability and feedback. The entire process is coordinated by a sales coach focused on sales execution.

Performance Insights offers two unique software products along with its MBR Training Program. Pipedrive is a mobile pipeline management and CRM system. my Performance Navigator interfaces with all CRM systems, all core processors, all loan origination systems and other sales systems to provide cascaded scorecards, interactive pipeline reports, executive dashboards, sales reports and sales analytics.