Sales and Service Manager™

Set goals and track results for all areas of your business

Click to enlarge

Sales Vision provides a complete sales and service management solution for financial institutions.

Sales Vision has pre-built interfaces to many host systems, databases, and marketing extract files so that you can have an enterprise-wide sales and service management system up and running quickly in your datacenter or ours.

With our comprehensive goal management system you can do top-down or bottom-up allocations and distribute results to all areas of your organization.

With just a web browser, managers and staff can access vital information quickly and easily so that everyone always knows what they need to do and how they’re doing.

Click to enlarge

Key Benefits

  • Manage all types of goals (sales, service, referrals, portfolios, etc.)
  • Hierarchal structure makes it easy to roll up goals to higher levels and see all areas of your business
  • Top-down, bottom-up , and manual goal allocation
  • Sales and Service Dashboard enables staff to look at all aspects of their business