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The banking performance solution

Goalplan's cloud-based platform technology solves large sales organizations' issues with Sales Performance Management. The platform enables management to track the sales force efforts on customer acquisition. From a distance, in real-time.

 

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Helping banks accelerating digitalization

Performance Measurement

KPIs, targets, data insights and real-time outcomes with leaderboards and detailed views. Drill down Your own organisation, track the performance of regions, teams and individuals.

Leadership enablement

By presenting team leaders and managers with all the data they need to support their staff. And by hosting several functions to helping staff to be successful, makes Goalplan the perfect leadership companion.

 

Communication

Goalplan enables easy communication with Your entire organisation. Communicate and chat with individuals or teams. Or distribute video messages utilizing the Broadcast-service.

Campaigns & information

The Goalplan app provides all employees access to the latest information on campaigns and offerings.

Sales competitions

Engage Your sales force by creating sales competitions. Challenge Your sales managers. Daily, weekly or monthly. Or let the employees or teams challenge each other.

Sales force engagement

Goalplan enables You to easily create and distribute surveys. Fueling Your organisation with feedback and insights.

Creating value for banks

Gather all your data from any type of system in Goalplan with 

How engaging is it to look at sales figures in excel spreadsheets? Are your sales staff the "spreadsheet generation" or the digital natives? The power that comes with a 21-century sales performance app will amize you. Targets, sales outcomes, leaderboards has never been more engageing.

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All the company communication you need

Communication is always tricky in large retail organizations with information and communication in too many channels, apps, and tools. In Goalplans retail solution, we have gathered all the communication you will need. Chat is groups or with individuals, share campaign information, company general information, create and distribute surveys and send video broadcasts. 

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Run all the sales competitions you need to reach beyond your targets

How much administration time are you spending on the sales competitions you run? For sales competitions to be engaging, they need to be updated once per day, ideally several times per day. This means endless hours inform on excel spreadsheets. By using the Goalplan sales competition tool, the hours you spend turns into minutes. Once the competitions are set up, just lean back and see the engagement.

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Goalplan saves me valuable time when actively coaching and following-up my team leaders work. It is an effective tool that keeps our sales workforce actively engaged and focused on their individual goals, throughout the entire organization.

 

Interested in changing the way you operate your bank organization?

Reach out book a demo.

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