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Growing retail banking by

Growing retail banking by
Sales Performance Management

Book A Meeting With Us   This is Goalplan
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The leading Sales Performance Management tool for retail bankers.

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Performance Measurement

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

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Channel management

Telesales, or customer acquisition on the field or at the retail office. Goalplan tracks all sales efforts, no matter channel or location.

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Education and compliance

Goalplan 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.

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Task management

Secure 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.

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Activity tracker

Goalplan 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.

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Communication

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

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Leave your spreadsheets and outdated data behind

Sales targets and real-time data has never been more accessible

By 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.

  • Targets and real-time updated KPIs in any device
  • All employees have both targets and real-time updated KPIs in any device
  • Drill down Your organisation, view the performance of managers, teams and individuals 

Tasks, manuals and guidelines in one place

Make Your organisation compliant and educated

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. ´

  • Provide all employees access to the manuals and guidelines
  • Secure compliance by Task Management
  • Create digital courses, and watch Your staff complete the training
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What people say about Goalplan

Testimonials

"Without Goalplan, it would not have been possible to have control. No doubt, the app solves collaborations across country and store boundaries. If I didn't use Goalplan, all my time would have been spent driving and flying around to host individual one-to-one meetings with employees, now most of the dialogue can be handled in the app. It saves me valuable time."
Anders Fjäll
Nordic Sales Manager, Sony Mobile
"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."
Anna Sahlsten
Sales Director, Macforum
"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."
Robin Ralph
Team Leader, Elgiganten

THIS IS HOW GOALPLAN WORKS

Our bank offering is built upon

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Data collection and integrations

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

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Creating company unique KPIs

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.

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Organizational tree modeling

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.

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Sales enablement and digitalisation: What could you be doing better?

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