Banking CRM gives effective Sales Target Management

by Dquip Team · October 17, 2016

Sales Targets, Banking businesses & CRM:

The Banking sector being the cornerstone of an economy needs to make meticulous decisions while expanding business. Setting realistic sales targets & monitoring them requires accurate information about past & current performance of the sales teams. Monitoring sales targets is equally important as planning them. Regular monitoring helps to take corrective measures for any divergence.

A Banking CRM helps Banking companies to monitor sales targets. Furthermore it also helps to identify high value employees & reward them accordingly.

Download 80+ Features of Banking CRM

Sales Target Module

This module helps you:

– Set, track and monitor sales targets for your business and your bank’s sales team members respectively.
– Monitor your revenue graph.
– Monitor & manage the sales performance of your business and sales teams.

4 Things You Can Do In Sales Target Module:

1. You can set sales targets revenue-wise for any desired period by filling in the current form fields.

2. You can set sales person wise targets for a month, quarter, half year, year, etc.

3. You can know the accounts opened, target achieved & balance with the exact count of days left for period completion.

4. You can modify & delete a respective sales targets in the Revenue-wise Sales Target & Sales Person Wise Sales Target modules.

Conclusion:

Banking CRM do more than monitoring sales targets, know more on Banking CRM by signing up for a free demo here!

Also find these modules – Banking CRM

– Leads Module

– Follow – Up Module (Calls, SMS, Emails & Meetings Module)

– Clients Module

– Users Module