Solutions / myGoalMaster
Training Management System

mobile enabled ios android web self-paced training testing content management system e-test e-learning
myGoalMaster is a goal setting and field activity management tool. It enables the agents to monitor their performance vs goals, and the management to effectively manage and supervise the field force. In addition, the company is able to more accurately project overall future sales performance based on actual field activities
myGoalMaster can be integrated with MITS or Client's point-of sales system.
myGoalMaster can cater for 4 views:
  • Agent view:
    • Personal financial planning & goal setting
    • Daily activity tracking:
      • Call/ SMS/ WhatsApp/ Email
      • Calendar
      • Sales process reminder
      • To-do List
    • Activity & Sales production monitoring
  • Manager view:
    • Personal financial planning & goal setting
    • Daily activity tracking:
      • Call/ SMS/ WhatsApp/ Email
      • Calendar
      • Sales process reminder
      • To-do List
    • Activity & Sales production monitoring
    • Bird eye view of agency performance
      • New business
      • Agents field activities
      • Agency manpower (Recruitment & Termination)
      • Near term new business projection
  • Branch & company views:
    • Bird eye view of distribution channel performance:
      • New business
      • Field activities
      • Distribution channel manpower
      • Near term new business projection