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Digitalizing Sales Management at a Private Bank

DRIVE!

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Objectives and uses

  • Facilitate clearer and more frequent reporting
  • Track all key sales management indicators in a single application
  • Audiences: From top management to sales representatives

Key results

  • 24 man-days gained per year
  • Quick adoption: 75% of users in the 1st month
  • Elimination of paper-based reporting

Challenge Create a single sales management tool to increase customer satisfaction

Solution Offer an innovative platform that allows sales indicators to be viewed on any device

Results A single source of information that facilitates the creation of a community of leaders with harmonized business practices

Portrait interlocuteur Bnp
The result: a single reporting tool that offers a harmonized perspective on sales teams’ indicators

BNP WEALTH MANAGEMENT - Thierry Noël, Business Performance Manager

Interlocuteurs clefs chez Toucan Toco