Performance Navigator is a cloud-based system (SaaS) that pulls data from any CRM system, core processor, loan origination system, HR system, incentive system and completely automates your sales reports, call reports, pipeline reports, scorecards, executive dashboards and sales analytics (trending, stack ranking, charts, etc.). It is designed for sales executives and frontline sales people in retail, commercial, small business, credit, risk, wealth management, private banking, treasury management and insurance.
Sales, marketing, credit and finance can finally speak a common language. Reports and dashboards enable teams to make data-informed decisions regarding everything from marketing leads, prospecting, underwriting, pipeline management and customer relationship management.
No more pointing fingers. Everyone is sharing the same trusted data.
Best Practice Reporting
Gain confidence knowing what questions to ask.
Slice and dice your data down to the smallest detail.
Multiple Data Sources
Combine and reconcile CRM, LOS, Marketing and CORE data.
Justify your investments in technology, training, coaching, marketing and incentive compensation.
Four Important Dashboards
Put your performance in context with Performance Navigator