Sales Managers

Sales Managers face the demanding challenge of ensuring their teams of advisors meet the company revenue objectives, whilst also meeting the FSA regulations that are often seen as a hindrance to sales performance.

AITrackRecord has been designed to seamlessly integrate into existing sales workflows and provide Sales Managers with direct support to maximise sales, whilst helping to develop their team’s skills, knowledge and competencies.

Sales Managers can efficiently create development plans, with automated workflows, in response to underperformance, feedback from the case checking team or an advisor’s training requirements. AITrackRecord provides Sales Managers with an easy to use task schedule , helping them to proactively manage their advisors.

Powerful ‘span of control’ reporting provides Sales Managers complete visibility of their team’s performance and highlights advisors that require attention, with full drill-down capabilities to establish root causes. With all information centralised, senior managers and stakeholders can gain visibility into individual advisor or companywide compliance reports, without the need to distract Sales Managers from their day to day responsibilities.

AITrackRecord supports Sales Managers by:

                           • Enabling them to create individual development plans from templates with automated workflows

                           • Providing visibility of scheduled advisor development tasks due

                           • Automatically notifying them of underperformance and providing drill down functionality to identify the root cause

                           • Centralising all the information relating to their team’s sales, checked cases, CPD, training and assesments

                           • Removing unnecessary reporting by providing complete visibility of team and individual performance