Advanced Tracking for
Banks and
Credit Unions

Financial institutions trust Sales Vision to increase sales, grow portfolios, and retain account holders and employees. The key: advanced tracking of sales, referrals, incentives, CRM, and performance.

Find out what Sales Vision can do for you today.

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Products

PRODUCTS

Take your financial institution to the next level

One suite of products. One solution. Automate tracking across five key areas of your business: sales, referrals, incentives, CRM, and employee performance.

Sales Tracking

Track sales and growth across deposit, loan, insurance, and electronic products at all levels of your organization. Updated automatically each day from your core system.

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Referrals

Create, route, and track referrals to increase sales, growth, and retention. Simple and easy to use.

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Incentives

We offer the most comprehensive incentive automation in the industry. With over 150 business rules at your disposal, we can fully automate your incentive program.

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CRM

Next-generation CRM for targeted marketing campaigns and centralized contact management.

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Performance Management

Design easy-to-use scorecards to track employee and business unit performance to measure success and areas of improvement.

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The Magic Triangle:
the secret behind unparalleled growth

Discover the transformative power of the Magic Triangle, a strategic framework pioneered by Sales Vision to enhance the synergy between referrals, sales, and incentives. This innovative approach ensures that every referral maximizes cross-sale opportunities, every sale contributes to substantial growth, and every incentive aligns perfectly with your team’s performance, driving unprecedented motivation and efficiency.

Real Success, Real Savings, Real Growth

Saved 300 person hours

plus $100,000

annually in operational costs

Turbocharged loan and insurance sales by over 21%

Grew loan portfolio by 8% while slashing incentive payout delays by 90%

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About

ABOUT US

Do more with Sales Vision

Elevating Financial Institutions Through Advanced Tracking

At Sales Vision, we understand the evolving landscape of the financial sector and the pressing need for institutions to not only keep pace but to lead through innovation. Established with a vision to redefine how banks and credit unions manage their sales, referrals, incentives, CRM, and employee performance, our web-based software suite is the embodiment of precision, efficiency, and strategic growth.

A Legacy of Transformation

For over a decade, Sales Vision has been at the forefront of delivering comprehensive solutions designed to transform financial institutions from within. Our journey began with a simple yet powerful idea: to provide financial leaders with unparalleled insights into their operations, empowering them to make data-driven decisions that drive growth, optimize performance, and employee retention. Our clients include banks and credit unions ranging in size from $100M to $10B.

Our Solutions

Our suite of products, including Sales Manager™, Incentive Manager™, Referral Manager™, Sales Vision CRM™, and Performance Manager™, caters to the diverse needs of today's financial institutions. From tracking sales production and incentive payouts to automating and integrating CRM processes, our solutions are tailored to elevate the performance of banks and credit unions, making them more competitive and agile in a dynamic market.

Impact and Innovation

Our clients' success stories speak volumes. Institutions like Logix Federal Credit Union, Redstone Federal Credit Union, and Gulf Winds Credit Union have seen transformative results, from saving significant time and money through automation to dramatically improving sales and service metrics. These achievements underscore our commitment to not just meet but exceed the expectations of our partners.

Why Sales Vision?

Choosing Sales Vision means partnering with a leader dedicated to your institution's growth and success. Our understanding of the challenges and opportunities within the financial sector enables us to deliver solutions that are not just innovative but truly impactful. With Sales Vision, you gain more than a software provider; you gain a partner committed to helping you achieve excellence in every aspect of your operations.

Join Us

Discover how Sales Vision can transform your institution. Contact us for a demonstration and see firsthand the difference our solutions can make. Together, let's shape the future of your institution’s success.

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