Monitor the Sales Process

Econiq tracks the key sales activities of the sales process and how consistently they are executed by frontline staff. Tracking provides an accurate measurement of staff activities which is a key element to improving sales results.

Sales increased by 1.25 products per FTE per week in 4 months

Completed on-boarding calls up from 11% to 53% in 3 months

Keeping you on track

Econiq keeps the frontline on track to deliver results by intelligently interpreting the execution of the sales process in real time. Alerts generated by Econiq allow management to see clearly what actions need to be taken to reach their goals and objectives.

180 day attrition rate dropped by over 30%

Investment Referrals increased by 67% in 3 months

Tools for the entire sales team

Econiq highlights which key sale activities have the greatest impact on sales results and what actions need to be taken to stay on track. Actionable score cards for executives, managers and frontline staff keep the whole organization aligned with corporate sales objectives. Managers can set S.M.A.R.T coaching goals to close the performance gap.

49% improvement in 180 day Cross-sell

46% improvement in Cross-sell at opening