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
Sales managers are tired of waiting months and years for sales reports. They are tired of spending precious resources to pull data from multiple sources and bulding spreadsheets that never get used. We understand that so we fixed it with Performance Navigator.
Anywhere Access – Performance Navigator works on your desktop, laptop or mobile device.
One Source of The Truth – Performance Navigator brings all your important sales data together in one place.
Smarter Employees – When everyone in the organization has the information they need to be successful, amazing things happen.
Eliminate Noise – There is a lot of data noise from many different sources with varying degrees of accuracy and importance. Performance Navigator focuses the entire organization on the metrics that matter.
Know At Every Moment What’s Impacting your Growth, and Why –
When everyone is pulling the Metrics That Matter from one source of data, they can focus on what’s important instead of who’s right. Performance Navigator is a coaching solution that enables faster, more informed coaching decisions, is integrated with our Performance Model and training, and has the tools to support Result CoachingSM, Quarterly Action Plans, and Weekly Check-Ins.
Performance Navigator provides a variety of Coaching Scorecards:
Improve Coaching with
with Performance Navigator