Managing sales leads, service requests and marketing programs is critical to building relationships, and Activity Manager for DNA® from Fiserv helps you tackle the job quickly and efficiently.

 

Overview

Activity Manager for DNA is a business process management solution that uses customizable, automated workflows to manage and streamline your sales and service processes, maximizing your return on leads and referrals while improving service.

Activity Manager enables you to track, manage and report on activities, and to provide marketing, operations, service and sales staff with the activity data they need to better manage employee assignments.

With Activity Manager you can:

  • Monitor sales activities and report outcomes, comparing employee or branch-level performance
  • Ensure you meet or exceed sales goals by giving branch managers greater control of employee assignments
  • Improve accountability by tracking referral activity
  • Improve accountholder satisfaction by gaining a full view of activities to ensure every interaction continues the conversation and service experience
 

Features

  • Customizable, automated workflows: To manage and streamline your sales and service processes
  • Intelligent routing: Enables you to track sales and service opportunities and ensure they are routed to the right employee for follow-up actions
  • Powerful reporting: To monitor sales activities and outcomes at the employee or branch level

Have a question for us?

For more information on Activity Manager for DNA from Fiserv, call 800-872-7882 or contact us. For support, visit Compass, or call 866-964-0121, Option 1. Client ID plus case # or passphrase required.

Contact Us

 

CRM & Business Intelligence

Activity Manager for DNA

Contact Management for DNA

Dynamic Messaging for DNA

Marketing Analytics for DNA

Open Data for DNA

Publisher for DNA

Report Writer for DNA

Terms and Conditions

close

Resources

Resource

CRM and Business Intelligence for DNA

Knowledge is power. CRM and Business Intelligence for DNA® from Fiserv enables you to leverage information to your advantage, helping you analyze performance, gain valuable insights into accountholder behavior and enhance relationships.

Download the brochure