Management Enhancement TOOLS

  • Notification Logging

  • Notification Logger of all actions on your behalf:
    •Emails to prospects
    •Transaction Recognition emails
    •Survey requests

 

  • Sales Inactivity Notifications

  • Every Monday AcceleRep™ notifies all senior assigned managers if:
    •A rep does not have at least one piece of new business generated from a newly converted customer in the past five working days (1 week)
    •A rep has gone five working days (1 week) without identifying and beginning the sales process with at least one new prospect
  •  

  • Real-Time Customer Satisfaction Dashboard

  • Real-Time measurement and access to most current customer survey responses color coded based on satisfaction levels for easy prioritizing

 

  • Supplies ongoing customer satisfaction scores simultaneously for three connected customer segments.
    •Directing clients
    •Non-Directing clients
    •Lenders
    •  

    • Sales Rep Progress Tracking

    • Management Dashboard Supplies:
      •List of reps and all parties
      •The quantities and names of current newly converted customers
      •The quantities and names of current newly identified and selected prospects
      •  

      • RepAnalyzer™

      • For the first time in the industry, you will know if your sales team is generating a positive or negative ROI
        •Supplies real-time actual profit or loss detail per rep for selected period of time
        •Supplies historical data for easy review of past performance of each rep
        •All, at the click of one button…RepAnalyzer™

Management

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Sales Accelerator

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Total Management