SalesVision Platform™ - The SalesVision Platform™ provides the foundation for all Sales Vision applications, security functions,
and database access methods and is built on Microsoft® .NET and SQL Server technology. The platform includes
extensive data transformation, loading, and aggregation capabilities as well as a complete set of administrative functions
for the SalesVision System™.
Sales and Service Director™ - Sales
and Service Director™ is the primary application responsible for managing sales
and service functions
within the SalesVision System. It provides enterprise-wide management of goals and results and includes sub-modules for data analysis,
approval and allocation processes, and alerting functions.
Sales and Service Dashboard™ - There is little value in establishing goals if the individual sales
and service members and their managers are
not well informed about the goals and how they are doing relative to them. Sales
and Service Dashboard™ provides a quick and very
easy to understand view of all key goals and results at the individual sales person or business unit level. Sales
and Service Dashboard™
can also provide alerts based on key performance indicator values set by the institution or manager.
Incentive Manager™ - Incentive Manager™ gives headquarters staff the ability to plan, define, and monitor incentive programs and to distribute incentives to affected staff throughout the organization. It is built on top of Sales Vision's Sales and Service Management System™, so incentives are automatically tied to sales and service goals and results, and information flows seamlessly throughout the system. If you have Sales and Service Dashboard™, you get upgraded to the Sales and Service Dashboard - Incentive Manager Edition™, which gives sales and service employees and managers the ability to view and manage their team and individual plans.
Referral Manager™ - Sales Vision provides provides an easy-to-use referral management solution for financial institutions that want to boost sales and strengthen customer relationships. Referral Manager™ is designed to work with your existing teller, platform, and call center systems, either as an integrated component or as a standalone system. Its Origination component gives servicing staff the ability to easily create referrals for customers with a single mouse click. Its Follow-up
component gives sales staff the ability to follow up on referrals and close sales.
Referral Expert™ is
an add-on module that provides real-time referral
tracking and management.
Promotion Manager™ - Sales Vision provides a real-time promotion management solution for financial institutions that want to provide personalized, one-to-one marketing to their customers during every customer interaction. Promotion Manager™ works with your existing back office marketing system(s) and your existing front office teller, platform, and call center systems. Its Origination component gives frontline staff the ability to present targeted promotions to customers and create referrals for sales staff. Its Follow-up
component gives sales staff the ability to follow up on referrals and close sales based on the promotional information presented as they interact with their customers.
Performance Manager™ - Sales Vision offers a complete performance management solution based on the Balanced Scorecard concept. Performance Manager™ gives management and staff the ability to design, manage, and conduct employee
performance reviews using just a web browser. The Scorecard Designer™ application provides
Headquarters with the tools needed to design interactive scorecards. The Scorecard Manager™ application provides the vehicle for distribution and phasing of performance reviews. And the Scorecard Reviewer™ application gives employees access to their online reviews, and managers, their subordinates' reviews as well.
Reporting - Sales Vision's Enterprise
Reporting delivers scheduled and ad hoc reports quickly through
your web browser. Sales Vision's comprehensive set of sales and
management reports include results details, trends, time period
comparisons, group comparisons, forecasts, top and bottom performers,
and campaign and promotion summaries. All of the Sales Vision reports
can be customized to fit your individual institution's needs.
