To transform your sales team, you need a partner with deep industry knowledge, meaningful insights and the broadest range of capabilities. A partner who works shoulder to shoulder with you to help you reach the next level of sales performance.
“Your CRM system will provide you with lots of data but its ability to provide you with accurate and timely data that matches your marketing system, loan origination system and core is very limited. Its ability to dissect what is going on within teams and territories on a broad scale is a challenge.
CRM reporting is rudimentary at best – forcing your teams to use more and more spreadsheets. Your teams spend more time arguing about who is right and less time on sales execution. Once you have quality data that you have confidence in you will begin to behave differently as a bank and become more strategic.
We have designed my Performance Navigator to track your sales from lead to funding and provide accurate cascaded reporting and analytics from the frontline to the board room while giving you the absolute confidence to lead, change and become a high performer.”