• Key Client Contacts – All Contact Data and Sales Critical Personal Information.
• Client Account Information – Branch, Banking Officer, SIC, TIN, Revenue, Employees, Primary Bank, etc.
• Current Products – Summary and detailed information on all products the business client has with the bank (e.g. Balances, NIBT, Spread, etc.).
• Opportunities – Summary and detailed information on all business proposed to each client or prospect including status, spread, fees and total revenue.
• Client History – notes on all contacts with the business client or prospect.
• Goal Management – Automatically calculates and displays each bankers' goal against agreed quantitative and qualitative criteria over any given timeframe.
• Sales Analytics (Sales, Pipeline and Referrals) – Summary and detailed information providing analytics on individual, geographic and enterprise team production.
GuideMark's SalesDRIVE CRM gives commercial bankers the information they need, when they need it, to substantially improve their revenue and net income per employee.
Learn how to create a CRM system that helps your team sell more in our new white paper: DRIVE to Success: CRM that works (PDF).
