Promotion Manager™
Alert front-line staff to promotions and track and incentivise on them
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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.
The Sales Vision Promotion Manager™ is designed to work with your existing back office marketing system(s) or our customer segmentation tool and your existing front office teller, platform, and call center systems.
The system handles all aspects of your promotions including presentation of active promotions to front-line staff, recording of results, and analyzing and reporting the results throughout the organization. When used with Sales Vision’s Sales Management and Incentive Management systems, goals can be set and monitored and incentives payouts can be tied to promotional activities.
Employees and managers can easily see how promotions affecting their organization are doing through their Sales and Service Dashboard.
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Key Benefits
- Manage leads generated by your marketing system OR,
- Use our segmentation tool to define marketing lists
- Automatically route leads to sales staff for follow-up
- Record interaction results
- Track the status of all promotions
- Automatically manage incentive payments tied to promotions
