Custom Success Tracks
The company’s predefined business processes are implemented as success
tracks that clearly define detailed steps and tasks to follow for success. Each
step includes projected completion dates, detailed instructions and quick
access to all necessary support tools. The success tracks automatically notify
reps when specific steps are coming due, preventing activities from slipping
through the cracks.
Goal Management System
All Success Track steps are added as goals for the sales rep. Pinnacle
provides a goal management system for sales reps to better track and accomplish
their business objectives. Complex goals may contain multiple tasks with
detailed notes. Each goal and task includes projected vs. actual completion
dates and variance reporting. Sales reps may join a success track, which is a
set of goals predefined by the company or any other sales rep for a specific
business process. Each goal in the success track may include detailed
instructions with links to information pages and other support resources.