actSmart

actSmart is the software system specifically designed for Financial Services Sales Directors and Managers to increase the sales productivity of their people. It enables you to manage, monitor and drive the sales performance of your staff to ensure peak performance and best practice as well as maximal compliance. Simple, effective and proven, it helps you improve your business, reduce cost, and risk and have absolute clarity on real time performance. You see what matters.

Benefits

  • Proven in the market to increase sales performance
  • Best when used alongside CRM and Point of Sales tools
  • Drives enhanced consistency and productivity from your staff
  • Controls, manages, monitors and analyses business performance in real time
  • Bridges the gap between performance information and individual action
  • Produces MI that clearly and simply lifts the lid on individual and team performance
  • Mitigates risk – ensuring competency and compliance

Key features

  • Delivers consistent sales data in one system with which to make sales decisions
  • Displays your organisations unique KPI’s on sales performance, product and quality KPI’s
  • Takes in feeds of data from multiple systems to see it all in one place
  • Personalised interactive on-screen dashboards show just what you want
  • Dashboard information can be mined and reported
  • Data depth allows drill down to case level information on each sale
  • Delivers enhanced functionality when combined with tracSmart enabling Managers to  allocate tasks and follow through in detail and to time

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