Post Bank launched a new retail sales management system

2023: Implementation of ACS by sales

Post Bank on April 6, 2023 announced that it had implemented an automated sales management system in the retail network. It allows online control of a large-scale network of branches throughout the country - about 30 thousand service points, many of which are located in small and remote settlements. With the help of this system, the bank expects to increase the efficiency of branches, optimize the load of territorial leaders and increase sales.

In this management system, territorial managers have received a whole set of digital services and functions for managing and monitoring employees at service points, including those very remote from them. It covers more than 4 thousand employees of the bank's front line, as well as over 68 thousand agents from among the post office employees who also provide financial services at the post office.

The set of personal account tools allows the manager to always keep his finger on the pulse: track the key indicators of each department and employee, monitor lagging sales zones and growth zones, use CRM to set personal tasks and monitor their implementation, generate reports according to various criteria, conduct online meetings and trainings and use other tools.

One of the main features of the system is electronic checklists for auditing service points and employees working on them. They will show how the employee is trained, whether their work meets quality standards, whether the sales plan is being implemented, what growth zones they have. For each employee, dynamic schedules reflect information on key indicators of motivation. The territorial leader needs to track the western zone in time and carry out "work on errors."

Our work model is different: many service points are located hundreds of kilometers from territorial managers, and only one employee works in them. Therefore, we simply need tools for online control and command management from a distance. The system is configured so that each manager can customize all functions for himself and use them flexibly. Moreover, this is a two-sided tool that is equally useful and effective for both the manager and employees: it saves their time and increases productivity, - said Denis Lopatin, head of the sales efficiency improvement department at Post Bank.

The updated personal account of the employee was created on the basis of the bank's internal corporate portal and is integrated with all its options, as well as adapted for working with a smartphone. Even while on the road, at home, or anywhere else outside the office, an executive can track the work of their employees and increase the efficiency of their team.