Goals and Incentives

CRM Overview  ›  Goals and Incentives

With more and more banks are realizing the value of incentive plans, are you equipped with the resources or technology to track results across multiple systems?

Solution

Track and reward employees for measurable sales goals. View results daily. Whether it’s your plan or a plan that we create, we can automate the process for your organization.

Key Benefits
Timely Reporting of Information

Unlike manual systems, where data input can be inconsistent or de-layed, 360 View updates information on a daily basis for actionable in-sight into goals and incentives. This up-to-date information allows you to track behavior and readjust in real-time so that employees know where they stand, where they need to get to in achieving goals, and the incentives associated with those goals.

Automate Incentives to Drive Change

Tracking employee goals and incentives is an inefficient and difficult manual process. By automating tracking and the creation of reports, along with maintaining easy-to-access records for employees and their supervisors, 360 View is able to provide timely information that helps enact behavioral change.

Customized Programs To Meet Your Needs

Along with our CRM, 360 View offers consulting services to help you create and optimize systems that encourage employees and help them reach their goals.We can help automate an existing incentive program — or, if you have specific needs, we can help you build an incentive program specifically de-signed to meet your key objectives.

Goals and Incentives in Action

“We always struggled with tracking our incentive programs, so we had implemented a basic referral plan – because it was easy to track. With 360 View, we were able to design a program that supported our Bank’s key measurements, such as deposit and loan growth, fee income generation and customer profitability. And they automated the entire process. Our employees know daily how they measure up on goal achievement and what their potential payout looks like.”

More Premium Features

Pop-up Messages

Prompt employees with customer-specific sales and service messages at your frontline, call center or during any customer interaction with SmartPops™.

Read More »

Marketing Automation

Mine your 360 View customer data and easily generate lists to direct your next successful onboarding campaign, direct mail, cross-sell, and more, and then track your results.

Read More »

Customer Profitability

Quickly know the value of your accounts and household relationships. See customer ranking, trends, and month-to-date profitability.

Read More »