• Branch and Business Banker Repository – Summary and detailed information on the branch and business banker network including contacts and referrals provided.
• Account Intelligence – One screen that triggers access for account (e.g. Customers, Prospects, Bank Branches, CPA's, etc.) intelligence including Contacts, Referral Information, Leads, Activities and History on all account touches.
• Single Screen Entry – One screen for Referral sources (including custom information tracked for each respective source) and Lead entry (prospect company contact data, payroll information, lead and referral information).
• Pipeline Analysis – Automatically calculates and displays each payroll salesperson's Close % and Days to Close v. all salesperson's average.
• Pipeline Analysis, Referral Source – Automatically calculates and displays each referral source Close % and Days to Close v. all referral sources average.
• Completed and Planned Activities – Summary and detailed information on how and with whom the payroll salesperson is investing their time.
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).
