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    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
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    Sales & Service Management
  • Top-down and bottom-up goal management
  • Automatic tracking of results from the host
  • History of past goals and results
     
  • At-a-glance view of individual goal status
  • Results measured against KPIs
  • Sophisticated ad hoc reporting
  • Automatic alerts when goals change
    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
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    Incentive Management
  • Centrally managed
  • Wide range of rules to choose from
  • Automatic distribution of target numbers
  • Incentives can be allocated to teams or individuals
     
  • Dashboard provides a rich display of information, including performance graphs, KPIs, and top performer rankings
  • Incentive payouts automatically calculated
  • Extensive reporting
    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
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    Referral Management
  • Concise window for capturing referrals
  • Complete tracking of referrals
  • Follow-up links to product info
     
  • Available for integration with Incentives
  • Available for integration with Promotions
  • Full reporting
    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
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    Promotion Management
  • Fed by your marketing system
  • Promotions at the point of contact
  • Integrated sales scripts
     
  • Follow-ups with product info
  • Available for integration with Incentives
  • Available for integration with Referrals
    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
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    Performance Management
  • Design your own custom scorecards
  • Automatic integration of goal, incentive, and result values
  • Automatic distribution to employees and managers
  • Historical view and reporting
     
  • Automatic tracking and alerting based on status
  • Browser application designed for easy interaction
  • Full reporting, including ratings and trends
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