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Benefits for Managers & Team Leads

  • Provides visibility of agent activities, customer relationships, and the company-wide sales pipeline through reports and graphical dashboards
  • Reduces “lost opportunity” costs
  • Provides deeper insight into key business operations which leads to better decision making and ultimately higher profits
  • Establishes a central repository of critical customer information, creating a powerful company asset
  • Aids in the recruiting and retention of productive team members
  • Facilitates coaching by helping to identify struggles early
  • Encourages healthy competition through shared performance metrics