Whether you are thinking about implementing a sales environment, need to increase sales effectiveness, or looking to automate sales tracking, SMART is the tool for you. SMART designed especially for credit unions, provides an automated, efficient, and effective method for tracking sales referrals and matching active referrals to booked products.
SMART eliminates the need to manually log and compile sales results so you can focus your efforts on sales performance results. SMART is designed to support your sales goals and performance measurements, allowing you to proactively monitor and manage your sales culture.
SMART is customized to support your performance rules, goals, and rewards based on product, user, or groups for specified periods of time. SMART together with Intellectual Dimensions' over 15 years of expertise in developing and maximizing sales production is the perfect recipe for your success.