Optimize Sales, Service & Work Performance.
- Configure complex distribution networks, including first-, second- and third-party workforce and support vendors, all hierarchies and levels, all channels: manage activities, responsibilities and outcomes for your entire enterprise.
- Fully integrated with Individual Employee and Business Units profiles: track Opportunities, Referrals, Quotes/Sales, Activities/Results, Campaigns, Events, assigned Customers, and Service Issue assignments and resolution.
- See it, manage it, achieve it: Real-time activity and performance tracking, metrics/KPIs/OKRs, scorecards, dashboards, audit and summary reporting.
- Comprehensive all-levels, all-channels performance reporting; for individuals and all organization units/entities.
- Configure automated workflow and messaging responses triggered by new activities, results, requests, metrics thresholds and goal achievement.
- Unparalleled performance incentive compensation and rewards.
- Integrate external HRIS and Payroll systems to unify all performance-required workforce information.
- Integrate third-party work scheduling platforms.
- Integrate third-party payment/remittance systems.
- Integrate third-party asset/resource management tools.
- Integrate third-party accounts payable systems.
- Manage multiple languages and currencies.
We have a diverse and always-changing distribution network, with continuous change in our sales and service workforce. Your combination of automation and unified platform integration lets us do in hours and days what used to take days and weeks. This has a huge positive impact on our results.
COO • Insurance Distribution (USA)
