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Obero SPM

A software system designed by Obero Solutions.
Questions about Obero SPM? Call (800) 827-1151 and talk to a software expert now.

Sales Performance Management (SPM) is rapidly becoming a strategic initiative in the Banking and Financial Services industry due to constantly evolving business models, increased competition and stricter regulatory and compliance requirements.

Obero SPM helps Banking and Financial Services organizations streamline their Sales Planning, Execution and Optimization processes by providing the required tools to effectively manage sales performance. Its comprehensive functionality, which includes Sales and Revenue Management, Territory and Quota Management, Workforce Management, Incentive Compensation Management and Profitability Management, provides organizations with a solution that supports the end to end sales performance life cycle; automating processes for the Offices of Sales, HR and Finance.

PRODUCT FEATURES

  • Flexible On-Premise or Cloud Deployment Options
  • Certified Integration withCRM, ERP, HCM, CPM, CPQ and SCM Systems
  • Pre-Built and Extensible Rapid Deployment Apps
  • Sophisticated Business Rules Calculation Engine
  • Comprehensive Process Management, Workflow and Collaboration Functionality
  • Cutting Edge Security and Data Encryption
  • All-Inclusive Auditability, Activity Tracking and System Monitoring
  • Intuitive Excel-like User Interface
  • Robust Modeling and Analytical Capabilities

DRIVE SALES PERFORMANCE

  • Analyze sales performance across all lines of business and channels
  • Improve forecasting outcomes by mining sales data to calculate revenue potential
  • Accelerate the time to redraw and balance territories and quotas while reducing the time to introduce new products by market or region
  • Retain top income producers with aligned pay for performance
  • Improve communication between management and the sales force, agents and brokers regarding special sales incentive programs, SPIFS, etc.
  • Manage internal referral business crediting & reporting
  • Increase assets under management, accelerate fund growth and maximize loans and deposits by coaching and incentivizing sellers

PROPEL GROWTH THROUGH INNOVATION

  • Enhance agility by aligning enterprise-wide sales processes
  • Improve accuracy by automating historically manual sales planning processes
  • Model scenarios and conduct what-if analysis to project future outcomes
  • Accelerate continuous improvement with data-rich analytics
  • Manage aggressive growth strategies while controlling costs

GAIN FULL TRANSPARENCY

  • Increase sales visibility across all lines of business and channels
  • Improve communication and understanding of goals and objectives
  • Enhance the transparency of compensation terms, rules and results

MEET COMPLIANCE REQUIREMENTS

  • Reduce risk through governance and compliance (Dodd-Frank, Federal Reserve)
  • Manage workforce credential and onboarding requirements
  • Align incentive compensation cost recognition with revenue recognition

Functionality Modules

Territory and Quota Management Obero SPM Territory and Quota Management (TQM) provides organizations with a dynamic and intuitive solution to model, administer and analyze their account and territory…

Incentive Compensation Management Obero SPM Incentive Compensation Management (ICM) provides organizations with a flexible and easy-to-use solution to design, manage and optimize their incentive compensation…

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