← All solutionsNEXTSHIFT / SALES FORCE & DFSO PERFORMANCESales Force Management System
Connect daily field activity to institutional growth.
Track field visits, savings and share mobilisation, member acquisition, loan leads and disbursements, digital adoption and campaign results. Give supervisors target-versus-actual reporting, approvals and rankings across officers, teams and branches.
✓ Business-focused✓ Configurable✓ Supported in Kenya
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BUILT AROUND YOUR OPERATIONSales Force Management System
Sales Force Management System
Where it fits.
Track field visits, savings and share mobilisation, member acquisition, loan leads and disbursements, digital adoption and campaign results. Give supervisors target-versus-actual reporting, approvals and rankings across officers, teams and branches.
CORE CAPABILITIESPurposeful features.
Purposeful features.
Practical possibilities.
Modules, workflows, reporting and deployment are agreed during discovery.
Savings mobilisation and share capital mobilisation
Fixed deposits and non-withdrawable deposits
New member / account acquisition
Loan leads, applications, approvals and disbursements
Product-specific activity such as SME, tea, coffee, dairy or consumer lending
Standing orders (STOs) and value generated
Digital registrations and channel adoption
Agent recruitment and activation
Dormant account reactivation
Campaign-specific targets and results
Individual, team, branch and institution-wide rankings
Target assignment by category, month, quarter or year
Supervisor review and approval workflows
Reporting discipline and reporting habit visibility
Target-versus-actual dashboards
Branch and team comparisons
Leaderboards and recognition views
Filtering by period, status, branch, team and employee
Management reports for reviews and performance meetings
FROM DISCOVERY TO DELIVERY01 02 03 04
Technology tailored to your workflow.
Discover
We understand your processes, people and biggest challenges.
Configure
We map the right modules, users, reports and integrations.
Launch
We guide implementation, onboarding and adoption.
Grow
We continue supporting your evolving operations.
BEFORE WE GET STARTEDA clear scope.
A clear scope.
A practical start.
Capabilities are configured around your requirements. Your proposal confirms the modules, deployment, integrations, training and support included.
Can we begin with one priority area?
Yes. Start with a defined workflow or module and agree a phased expansion as your needs evolve. Discovery confirms the right starting point, users, branches and reporting requirements.
Can this work with our existing systems?
Integration or data imports can be scoped where technically and commercially feasible. Available APIs, vendor cooperation, data ownership and security requirements determine what can be connected. Existing core systems can remain the system of record.
Are all listed features included?
The page describes capabilities and configurable solution areas. Modules, reports, device compatibility, offline operation and integrations are confirmed in the implementation proposal, rather than included automatically in every deployment.
How are pricing, training and support agreed?
We scope your workflows, locations, users, data and integration requirements before preparing a quotation and delivery plan. Training, hosting, maintenance, backups and support arrangements are agreed for your engagement.
BUILD A MORE CONNECTED BUSINESS
Explore what comes next.
Continue exploring capabilities relevant to your operation.
PLATFORM
Institutional & staff performance
Staff Performance Management System
Define KPIs, assign targets, capture supporting evidence and run structured reviews across branches, departments, teams and individuals. Staff Performance Management System connects performance reporting with competencies, appraisals, improvement plans and employee development.
- Institutional, departmental, branch, team and individual KPIs
- Monthly, quarterly and annual targets and scorecards
- Daily, weekly and periodic performance reporting
SPECIALIST SOLUTION
Smaller SACCOs & cooperatives
Mizani SACCO Core
Organize members, deposits, shares, loans and core operational processes for smaller SACCOs and cooperative financial organizations. Scope the required workflows separately from performance, growth and analytics tools that complement an existing core.
- Member onboarding and records
- Deposit and savings management
- Share capital management
PLATFORM
Growth initiatives & campaigns
Campaign Management
Plan deposit mobilisation, member recruitment, lending, digital registration or product adoption campaigns with clear dates, objectives, ownership and targets. Follow activities through conversion and review the results.
- Campaign creation with dates, objectives and target segments
- Institution, branch, team and individual target assignment
- Lead or participant lists
LET'S SHOW YOU WHAT'S POSSIBLE
See Sales Force Management System in action.
Choose a convenient date and tell us about your business. We'll review your request and contact you to confirm your appointment.
✓ Tailored product walkthrough✓ Discuss your requirements✓ No obligation to purchase
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