Our Process

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• Bottom Up Goal Setting System

  1. The plan starts with sales officers
  2. Each will get an opportunity to develop yearly plan broken in 90 day sprints
  3. Plan templates are built for each company & job category

• Goals Rollup Through management

  1. Everyone in sales is tied to individual & corporate goals
  2. Create alignment and accountability
  3. View manager & employee progress in reports
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• Schedule activities & Actions to Achieve Goals

  1. Manage projects
  2. Set daily activities
  3. Get reminders and emails of when items are due

• Track Progress through Dashboards

  1. Designed for all users
  2. Manage entire plan from one screen
  3. All in one communication - chat and comment
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• Leverage Integrated CRM

  1. Simple / Easy
  2. Customized to your business
  3. Update goals and activities

• Email Marketing

  1. Send out marketing to your leads
  2. Stay in touch with clients
  3. No need for other email marketing system
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• Vision Boards

  1. Visualize all of the things that inspire you
  2. Create Corporate Vision Board displayed to all Employees.