Why Sales Vision?
- Everything you need in one integrated solution
- Sales and service, incentives, referrals, performance, and promotion management
all pre-integrated and working together from one vendor so you don’t have to put
all of the pieces together yourself
- Built for banks and credit unions
- Our team knows the financial
services industry and our products are built to meet
your unique needs.
- We have established interfaces to many of the leading core systems and can have
our system up and running with your data quickly.
- Easy to use so your organization will get the full benefit
- With Sales Vision, managing complex goal structures and incentive plans is easy
so you can set up and change the system quickly and without extensive specialized
training.
- The areas of the system that front-line staff use most often are designed to make
it easy for them to see what they need quickly, and with minimal training.
- Flexible and quick to implement
- While our system is very powerful, it is also flexible so that it will fit your
needs whether you have 3 branches or 50. We can host your system for you or install
it in your data center.
- A tried and proven solution
- The Sales Vision system has been in use in organization’s like yours for several
years.
- Support that won’t let you down
- The Sales Vision team prides itself on providing personalized support and responding
to issues in hours rather than days.