GOALKLOUD IS A TECHNOLOGY SOLUTION SCIENTIFICALLY PROVEN TO HELP YOU ACHIEVE!
LET US SHOW YOU HOW!
1. CLARIFY VISION & STRATEGIC ADVANTAGE
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Vision Board
- Visualize your Future
- See what you want to be
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Strategy Board
- Define Market Focus
- Clarify competitive advantage
- Set marketing strategy
2. SET ANNUAL PLAN WITH GOAL CALCULATOR
- Custom templates for your company
- Fill in 5-9 Fields to Complete Entire Plan
- Based on Income or Production goals
- Break down Goals into Activities
- Previous Year Data to Compare
- Quarterly Goals Based on Seasonality
3. REAL TIME TRACKING AGAINST GOALS
- GoalKloud is integration ready
- Realtime updates on production metrics
- Easily update sales activities with App
- Know exactly where you stand at all Times!
4. ONE CLICK REPORTS FOR PERSPECTIVE
- Daily, Monthly, Quarterly Trend for Progress
- Compare Performance with Peers and Year over Year
5. COMPETE WITH PEERS
- Infuse energy with Competition
- Create Custom Groups
- Choose any metric
- Daily / Weekly / Monthly Competitions
- “Chat” about performance with Peers
6. MANAGE TASKS & PROJECTS
- Prioritize by Importance
- Assign to Teams
- Notification when Due
- Collaborate with Comments
- Add Files
7. SIMPLEST CRM TO TRACK LEADS
- Referral Partners & Consumers
- Add Comments & Files
- Schedule Tasks and Reminders
- Simple Sorting and Filtering
- Don’t PAY for Features You’re Not Using
8. ONE CLICK REPORTS FOR MANAGERS
- Rollup view for Branch Performance
- Ensure Alignment with Branch Goals
- View All Metrics and All Los Real time
- No Need to Pull Reports from LOS
9. COACH FUNCTIONALITY FOR MANAGERS
- View all your LO’s Dashboards
- Help them set goals / action Items
- Keeps HR notes / documents
- Design Custom Scoreboards
