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.
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
- 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