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is a software application and methodology designed specifically
for the Financial Planning market. It is designed to achieve
sustained behavioural change in sales forces.
What is Strategic Sales Director (SSD)?
SSD is a software application and methodology designed to
drive results. Every planner is assigned specific sales objectives,
then measured against these objectives on a monthly or quarterly
interval. Sales Directors and Managers then have a full “line
of sight” as to the achievement of these sales objectives
for the entire organisation.
Sales objectives are assigned in the following areas:
- Budget/Target Objectives
- New Business Sales Objectives
- Account Management Objectives
- Activities
- Initiatives
These objectives are then reviewed each quarter/month as
to their achievement or lack of achievement.
This multi dimension focus ensures you are making progress
on all dimensions of a planners objectives, not just on numbers.
Benefits to Management:
- Increased accountability for your sales
team
- Get the team to do what they should be
doing
- Ensure they keep doing it
- Reduce you effort in reviewing their progress.
The structured approach means you can review and set new
objectives very quickly
- Finally the new way to manage financial
planning practices with full reporting
Those trained in sophisticated sales management will recognize
the methodology, its heritage in performance management and
the power the methodology has to consistently drive sales
performance.
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