Sales Connect

Features Sales Connect

Track your Goals and KRA’s, tasks and projects, monitor your performance, revenue generation, client onboarding data and profiling and get continuous feedback and recognition through Sales Connect, an inhouse app for accelerating growth within the employees.It is so critical to monitor your performance, with respect to the number of effective clients which came onboard, the number of transactions one made, KRA’s, benchmarks, turn-around times, revenue generated and so on.
Here comes an in-house app for an easy and smooth tracking of your work.
Sales Connect is an in-house application which helps both employees as well as managers to track their own performance as well as the branch performance.
It drives a culture of operational excellence and helps optimize the utilization and productivity of teams across different set targets.
Major Characteristics of the App –1.
Sales Connect provides visibility across multiple organizational levels.
It allows teams to work seamlessly while remaining location agnostic.
2.
It sends you pop ups as per your performance.
It formulates effective strategies for capacity planning, sales report, trading report and operations management.
3.
It drives collaboration, efficiency, and transparency within the organization.4.
There is a red alert option which helps in keeping track of the pay-outs, insurance, redemptions, SIP’s etc.
of a client.
5.
It helps in tracking the active clients and non-active clients along with clients with whom maximum revenue has been generated and clients with whom the lowest revenue has been generated along with the data of new clients in the financial year.
6.
The performance review model helps keep track of the performance of an employee on a daily, weekly, monthly, quarterly and yearly basis.