Follow up on the budget for new income and withholdings for the team of salespeople/consultants in the region, for each business unit and on a routine basis. Carry out methodological follow-up to see progress of opportunities and advance planning of possible closures for compliance with indicators.
develop the sales budget by regions and advisors, create follow-up routines for regional managers and in turn define follow-up methods for account managers by client portfolios; weekly, monthly and quarterly control routines
Defined and monitored results for product managers and sales executives, in order to monitor the funnel of opportunities