Intuitive features that help you stay focused (without slowing you down).
Service professionals enter each of their key business relationships and assigns a follow-up task to stay in touch. The dashboard organizes your follow-ups and reminds you when an important deadline approaches.
Target sharing & collaboration
Share targets with colleagues to collaborate and accomplish firm goals.
Your upcoming tasks are emailed to you weekly so that your key relationships stay top-of-mind. You can also download the mobile app to receive push notifications whenever a task goes overdue.
These reports allow Marketing and Business Development staff to oversee their users’ progress and activity. This uncovers actionable intelligence and offers opportunities for troubleshooting and coaching.
Sync your dashboard with your Outlook calendar so you get a notification for each upcoming follow-up step.
We offer API integration with the CRM platform of your choice. Just let us know how you’d like to integrate, and we’ll work with your IT team to do the rest.
Access your dashboard on-the-go with our iOS app. Never miss another deadline - enable push notifications to get an update whenever it’s time to call a prospect.
Business development training videos
Our curriculum of video tutorials equip your users with proven business development strategies and planning tools. Video topics range from personal branding and sales to networking and client service.
Expert business development coaching
If you opt to provide your users with coaching, our faculty of business development advisors will facilitate regular coaching calls to provide accountability, strategic direction, and to help overcome roadblocks.