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December 2008 2009 is right around the corner. Does your organization have its goals and incentive plans set up for the new year? Will the results be available online? Sales Vision offers world-class, Web-based solutions for financial institutions of all sizes. Check us out today!
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November 2008 Did you know our Performance Management System™ allows you to track sales results automatically in your employee reviews?  One more reason to choose Sales Vision for all your sales and service management needs!
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 Business Solutions
    Planning and Tracking
  • Good organizational goals are essential to managing your business
  • We provide automatic results retrieval from your host
  • Your organization is kept fully informed through our Dashboard & Reports
    Incentives
  • You can build incentive plans to match your business goals
  • We automatically calculate incentives based on results
  • You can provide incentives for all job types and at all levels (individual, team, combination)
  • We provide reporting on past, present, and future payouts
    Referrals
  • We provide quick, automated capture of referrals at the point of contact
  • There is no interruption to customer service when a referral is made
  • We automatically track the status of all referrals
    Marketing Promotions
  • We can take leads directly from your marketing system
  • Tellers and call center agents receive prompts with sales scripts and product information for targeted customers
  • Results are automatically captured and tracked
    Employee Performance Reviews
  • We automate the review process with the proven “scorecard” approach
  • We can automatically calculate incentive and bonus payouts based on rated items
  • You can leverage the goal-based reviews to motivate your staff to achieve your business objectives

Click here to find out more about Sales Vision's business solutions.

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