Sales Incentive Tracking and Reporting
Sales incentive plans have become a vital element in supporting a sales culture in financial institutions. Incentive plans create a sense of participation in the growth of the organization, pull employees together as a team and give them the initiative to help your organization grow in today's competitive environment. Connections provides the technology necessary to track, audit and report incentive plans within your financial institution.
What will Connections do to track and report incentive plans?
- Assign a sales incentive plan for each department and each employee in your institution
- Award points based on your institution's incentive plan criteria
- Track each prospect throughout the sales process
- Automated or manual auditing for closed recommendations and referrals
- View performance reports for the employee, branch and institution
Want more information about the sales incentive tracking and reporting capabilities of CONNECTIONS? Check out this detailed information.

