Targets & Sales Discipline

Set sales and collection targets for each employee or team every month, and the system calculates what has been achieved from deals and invoices as they happen.

So leads never go cold: when a manager assigns a new lead, the system creates a call for the rep, and if the rep does not call in time the lead goes back to the manager.

A leaderboard keeps healthy competition going.

What it does

• Monthly sales targets per employee and team
• Separate collection targets for the accounts team
• Achievement and remaining amount in real time
• New-lead follow-up within a set time or it returns to the manager
• Speed-to-lead alerts
• Team ranking and top performer
• Dashboards for managers and every rep