PERFORM™.360 for Predictive Analytics
Maximize branch performance through an integrated suite of applications
Effectively align your sales force and marketing resources with the true market potential of each branch. To do this, you must provide local management with the intelligence needed to better understand the market and its opportunities. By benchmarking performance against the actual performance of other bank branches, you quantify attainable potential while allocating sales goals equitably and efficiently.
Maximize performance and empower management
PERFORM™.360, from Pitney Bowes Software, is a suite of solution modules for evaluating and improving the sales performance of branch networks. The PERFORM.360 suite consists of the following modules:
- Sales Assessment and Goal Setting maximizes branch performance by establishing goals and objectives that are specific, measurable and attainable
- Local Knowledge provides a complete view of each branch’s customer base, trade area characteristics, competition and performance metrics
- Network Analysis provides sophisticated summary reporting across branches and higher levels in the network hierarchy, allowing corporate and regional management to identify top performers as well as those branches that require attention.
Customized solutions that are easily integrated with Network Performance Management provide the following capabilities:
- Scoring customer households with next-best-sale algorithms
- Using product propensity scores to target specific customers most likely to be interested in a new product
- Generating prospect lists for new customer household acquisition
- Tracking branch sales against stated goals
For more information on how to maximize your branch performance, contact us today.
NOTICE: Because we offer many custom solutions, it is our policy not to post pricing on our website. Please contact our knowledgeable staff to select and price products that fit your organization's budget, number of users, IT environment, data requirements, support and education needs. We apologize for any inconvenience.
The PERFORM.360 suite of solution modules for evaluating and improving the sales performance of branch networks, consists of the following:
Sales Assessment and Goal Setting
The origin of Pitney Bowes Software’s PERFORM.360 is centered on the sales performance assessment and goal setting module. This module allows you to set risk-adjusted product level sales goals for each sales point.
The sales assessment and goal setting module's specific capabilities include:
- Allocating goals based on market opportunity and at any level within the organization
- Assessing and setting performance objectives and goals in net and gross volume views
- Enabling unique client reporting and goal allocation through user-defined portfolios and products
- Evaluating branches in terms of trade area penetration, customer incidence rates, attrition and average balance versus branches in similar situations
- Focusing your sales force where it will have the greatest impact
Local Knowledge
The Pitney Bowes Software Local Knowledge module helps drive sales by significantly improving your understanding of each branch’s unique opportunities and competitive environment. With this powerful tool, you gain valuable insight into the market potential, competitive intensity and individual performance of the branches in your network. Details include trade area demographic and competitive profiles, customer metrics, diagnostic reporting, benchmark metrics and goal summaries. Armed with Local Knowledge, sales teams plan and execute more effectively.
Network Analysis
The Pitney Bowes Software Network Analysis module provides easy access to hundreds of branch and trade area characteristics through standard and custom reporting and graphing tools. The reports determine which set of branches require more support from marketing, additional sales staff or goal management. Network Analysis reports covering market and trade area characteristics, product performance, competition, growth and a charting wizard provide the ultimate reporting engine.
Server Requirements
- 1 GB RAM
- 10 GB available hard drive space
- DVD-ROM drive (recommended)
- Microsoft Windows - XP or later
- Microsoft Windows Installer 3.1+
- Microsoft .NET Framework 3.5 SP1 or later
- Microsoft SQL Server/Express and Microsoft SQL Server Management Studio - 2005 or later
- Microsoft IIS 5.1+
- ASP.NET 2.0.50727+
End User Requirements
- 512 MB RAM (1+ GB recommended)
- 1 GB available hard drive space
- Microsoft Windows - XP or later
- Microsoft Windows Installer 3.1+
- Microsoft .NET Framework 3.5 SP1 or later
- Microsoft Internet Explorer 6.0+ or Mozilla Firefox 2.0+
Support
Data Sheets and Brochures
Archived Webinars
- Financial Industry User Group - New Network Performance Management Solution
- Central Bancompany Branch Planning Case Study