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SMART - Sales Management and Reward Tracking

Automated Sales and Referral Management
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.

  Features and Benefits

  • Automated tracking eliminates inefficient manual tracking and compilation of sales results

  • Tracks current progress against goals

  • Provides proactive management of your sales culture

  • Use the system you already own to create referrals and book products

  • Customized to support your sales and performance goals

  • Supports incentive plans or performance measurements for employees or groups

Download brochure pdf