sellSmart
Simple and intuitive to use, sellSmart creates a step change in sales performance by providing sales managers with a unique coaching wheel to help advisers improve their sales productivity, creating clearer management information as a result. This intelligent software solution supplies the who, where, why and more importantly how of exceeding sales targets. sellSmart will transform the way you, your people and your teams work. Great people work smarter
Benefits
- Transform sales performance
- Maximise customer income
- Increased ‘Self Generated’ appointments
- Culture shift for advisers to pro-actively develop their customer relationships
- Improved customer experience and clear evidence of TCF (Treating Customers Fairly)
- Reduced cost of sales
- Accurate ‘real time’ sales MI
- Single point of entry from lead generation to business submission
- Reduced risk
Key features
- A complete tool for prospect and customer relationship management
- Simple sales forecasting and modelling
- Unique sales coaching functionality
- Import and export data from existing company systems
- Enables KPI performance management and tracking through each step of your sales process
- Provides ‘real time’ management information on sales performance, with management ‘drill down’ capability
- Business planning field display Totals, Per Period & Per Advisor, including the effect of coaching on targets
- In built letter writing functionality
- Creates a management ‘dashboard’ that can be interrogated and ‘mined’
Need more information?
