Account managers can anticipate changes in each client's life cycle and the market to make appropriate offerings, resulting in reduced time and increased profits of their portfolio.

Sales Force Automation shows number of visits made, number of proposals given and number of products sold in detail. And it is possible to manage all customer interactions, planned activities, and portfolio to the specific contact within a single business platform.

As a result, Sales Force Automation enables that the activity is planned and taken automatically according to meeting notes of account managers and the portfolio (representative performance targets) which is defined in terms of a wide range of parameters:

• How many;
     o "New Leads / Potential Customers" per month did you add?
     o "Leads" did you convert into a Customer?
     o "Visits" did you make? And their results
     o "Conf calls" did you make?
     o "New Products" did you sell for a month?
• Cumulative AUM and Profitability per month.