Manage Sales Information Better with BankBroker

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Lead Tracking and Referral Management

Obviously, opportunities for sales are at the heart of what it is sales advisors do.

Whether a lead or opportunity is given to them (via a referral) or created on their own, there is an entire cycle of tracking that may be important or relevant to your organization.

In the retail environment, providing credit where credit is due is a vital and necessary element to this relationship. Identifying qualified vs. non-qualified leads are important to the overall sales process.

BankBroker provides for a full-range of functionality around the tracking and management of such events.

Setting and Monitoring Goals

Goals are prevalent no matter what the business you serve. Being able to set goals for an individual or team, specific business location, or territory are all necessary goal metrics you need.

Goals can be based on a monetary value (ie. sales) or quantity (such as ‘how many referrals').

BankBroker provides comprehensive goal-tracking based on dynamic timing and periods, not just what you're looking to track.