KPIs, targets and real-time outcomes with leaderboards and detailed views. Drill down Your own organisation, track the performance of regions, teams and individuals.
Learn moreTelesales, or customer acquisition on the field or at the retail office. Goalplan tracks all sales efforts, no matter channel or location.
Learn MoreGoalplan enables You to easily create and distribute e-learning courses. Making sure that Your team is up to date with the latest on offerings and compliance matters.
Learn MoreSecure an efficient and compliant operation. Delegate tasks to teams or individuals. Conduct the follow-up digitally, making sure that Your bank is doing the right things, in the right manner, on time.
Learn MoreGoalplan enables You to follow Your field sales force daily activities and outcomes. Track time and distance traveling to client meetings and the time spent on clients and prospects.
Learn MoreGoalplan enables easy communication with Your entire organisation. Communicate and chat with individuals or teams. Or distribute video messages utilizing the Broadcast-service.
Learn MoreBy collecting data from any type of source (CRM, spreadsheets, ERP, HR, BI, DWH) Goalplan enables You to track any type of KPI on all levels of Your organization.
Stay ahead of competition. Secure a motivated and educated sales force by creating competitions, e-learnings and surveys. Or create assignments and check-lists in our Task Management-module, to make sure You are following procedures. All in one application. ´
"The roll-out of the Goalplan application to our frontliners and sales management has been a game-changer for us. We have gained both speed and control that increases our productivity and saves us time. The time that we can spend on performing our sales activities instead. I’m impressed by both Goalplan’s application and their customer-centric approach to solving a real challenge and improving our way of working."
"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."
"Goalplan has an extremely useful tool that quickly gives me an overall view of my team's performance. Goalplan helps my sales staff to see what's expected of them, and is helping them achieve their goals. A good investment to increase sales and to make the sales staff perform better. Goalplan contains outstanding features to help my team and me."
Goalplan collects all Your significant data through multiple integrations and presents Your KPI's engagingly and straightforwardly to all employees, no matter the place, organizationally or geographically
Your data is aggregated and calculated by Goalplan Engine, and then distributed and visualized as customized KPIs and insights. In the hands of employees, teams and management. Enabling any manager to drill down his/her organization’s data on both performance and activities.
Goalplan enables you to take several different actions to a unique situation. Delegate a task, coach someone, communicate, broadcast information, create an e-learning course, or set up a sales competition.