Products
Your network's performance today, not last week's version of it.
Your network reports from the phone every day, and you see how each office is really performing.
Who it is for
Who it serves
Commercial networks and teams spread across a territory, of ten people or more: insurance agents, financial advisory firms, business development teams. Companies where the activity happens outside the office and management needs to see it the same day.
Who it does not serve
A five-person team sharing one office does not need this, and we will say so in the first conversation. If your network already reports daily in a system that works, there is no case either.
What it does
- Daily capture
- Every consultant reports activity from an app on the phone. The data goes in on the day it happens.
- Live dashboard and ranking
- Performance and standing by consultant, by office and by period, calculated on what is captured, without going through spreadsheets.
- Automatic alerts
- When an indicator moves outside the threshold management set, the system alerts whoever has to act, without waiting for month end.
- Reports carrying your brand
- The board gets the report generated on the same data the network sees, with nobody rebuilding it by hand.
The problem
By the time the data arrives, the conversation is no longer worth having.
Consultants report when they can, the manager pulls it into a spreadsheet, and head office ends up reading last week. Managing like that is managing by rear-view mirror.
Delivery
How it is rolled out
The product is already built and running. Each rollout configures your indicators, your thresholds and your office structure, and you approve the scope in writing before it starts. It is contracted as a monthly subscription per person who uses it, plus a one-time setup.
See the full method See the case it came from How it lands in financial services
Frequently asked questions
Frequently asked questions.
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Does it replace our CRM?
- No. PIP measures the activity and performance of the network: what is done, when, and with what result. Each client's commercial record stays in your CRM and the two systems coexist.
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What does each consultant have to do daily?
- Report activity from the phone, in the app for their role. That is the only gesture the product asks of the network; the ranking, the alerts and the reports are done by the system.
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Can we see it working before contracting?
- Yes: the diagnostic call walks through the real product, with your network's case in front of us. Contracting comes afterwards, with the scope already agreed and in writing.
Let's start with a diagnostic call.
In 30-45 minutes you will know if we can solve your case, and how.