Smart Sales is a sales tracking and sales force motivating software. The purpose of the application is to organize the sales force in order to benefit from the opportunities offered on the market and maximize the sales.

Smart Sales is focused on creating a database that manages the credit sales through external agents and bank officers.

Through this application the bank can obtain a clear evidence of the activities carried out by external agents and account officers from banking units.

Numerical and valor sales targets can be introduced in Smart Sales. The sale bonus can be set on various periods or installments, as a percentage of the sales or an overtaking of the target. The application manager can establish and modify the calculating algorithm of the bonus. The sales force (internal or external) that is enlisted in the bonus program can visualize at any time the target level and the accomplishments on the desired period.

Functionalities:

• Effectively organizes and manages the approaching of clients and sale of products:
  • Organizes the activity of sales agents by assigning every officer a number of clients established by the team leader
  • Offers support for sales agents through an easy-to-use interface that records all actions carried out for each client and the comments made by the sales agent
  • Monitors the actions of sales agents in order to streamline activity
  • Manages the database that stores the actions carried out for attracting each customer
• Information
  • Gathers data with statistical purpose for:
    • Accurately establishing customer profiles
    • Sending messages according to client profile
    • Refining plans of action and methods used for product sales
  • Generates reports concerning sales activity for informing the management

Benefits

Using the Smart Sales application leads to the increase of sales in crediting products.

The application provides a system for monitoring client-approaching actions in order to help appreciate its real efficiency, develop new methods or improving existent ones.

Smart Sales monitors the sales results for agents, teams, units or counties and contributes to the increase of sales generated by the network of territorial units and external sales force.

The application allows motivating the sales force through variable payments (sale bonus) based on the recorded data and the assigned targets.

Smart Sales contributes to maintaining or creating a proactive culture in the approach of sales and generates competition with the sales force from the territorial network. Being a web-based application, Smart Sales confers a high degree of mobility for agents that can access it from any location (even from the client’s office, through a laptop with an internet connection).

The application can estimate the efficiency of the distribution channel. Using Smart Sales banks improve their selling processes.

Smart Sales can be used as a cross-selling instrument, being able to take the current bank customers and approach them in order to supply other banking services – for example, a client that owns a debit card can be approached in order to be offered a credit card or the possibility of overdraft on the presently owned card.