With SalesPro® for LaserPro® and DepositPro®, every transaction becomes a cross-sell opportunity. SalesPro enables your Customer Service Representatives to collect customer data, recommend suitable products based on institution-specific guidelines and provide instant sales presentations. 

SalesPro provides your financial institution with:

• An efficient, multi-line business solution that your employees can use to meet your customers’ needs and increase cross-selling within your financial institution
• Sales presentations by product groupings or target profiles, making it easy to match customer needs for cross-selling opportunities
• Helpful sales tools, including side-by-side product comparisons, what-if calculations, an automated referral system and viewing capability for rates and competitive information
• Ticklers for important reminders and date-sensitive tasks
• A wide variety of sales reports for management and individual users, with exportable sales data for custom reporting
• Online access to eFunds^SM ChexSystems, QualiFile® and FraudFinder® services from FIS

SalesPro enables your financial institution to:

• Cultivate its sales culture and realize the full sales potential of every customer contact by presenting all product selections and services before starting the final documentation process
• Reduce duplicate data entry with integration to LaserPro for compliant loan documentation and DepositPro for compliant account opening
• Effectively track sales efforts. SalesPro produces reports for sales production, commission summaries and quota analysis. In addition, you can export related data from SalesPro for further analysis and customer reporting.
• Track follow-up, use the mail-merge capability to send mailings, refer cross-sell opportunities to specialists and set ticklers for time-sensitive follow-up tasks
• Collect initial loan application information with the Loan Request Module of LaserPro
• Reduce risk with online access to eFunds ChexSystems, QualiFile and FraudFinder services from FIS. Data already entered in SalesPro is used to populate the eFunds Web site and request information about your prospective customer.