Digitalizing Sales Management at a Private Bank
DRIVE!
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
The result: a single reporting tool that offers a harmonized perspective on sales teams’ indicators
