How Sales Performance Management Can Assist Organization in Becoming More Competitive, Efficient & Secure
Presentation Date & Time:
May 3rd & 4th, 2022
Presenter Information:
Name: Robert Blohm
Organization: OpenSymmetry
Presentation Description:
Financial Institutions and Fintechs have a unique set of challenges when it comes to administering Sales Performance Management (incentives/commissions) programs.
Join us for an interactive workshop to discuss common challenges related to administering sales incentive programs along with a review of the solutions leveraged to overcome them. During this interactive discussion, we will compare recent research results on this topic against participant feedback to benchmark where teams are facing their biggest issues. Along with a confirmation of issues and challenges related to sales incentive administration, we will share feedback from the research related to solutions available in the market to facilitate an open discussion of how teams are managing these issues today.
We hope participants will leverage this time to share some of their own challenges (related to sales incentive management) so they may hear what other teams have done to resolve them.
Focus areas:
Presentation Date & Time:
May 3rd & 4th, 2022
Presenter Information:
Name: Robert Blohm
Organization: OpenSymmetry
Presentation Description:
Financial Institutions and Fintechs have a unique set of challenges when it comes to administering Sales Performance Management (incentives/commissions) programs.
Join us for an interactive workshop to discuss common challenges related to administering sales incentive programs along with a review of the solutions leveraged to overcome them. During this interactive discussion, we will compare recent research results on this topic against participant feedback to benchmark where teams are facing their biggest issues. Along with a confirmation of issues and challenges related to sales incentive administration, we will share feedback from the research related to solutions available in the market to facilitate an open discussion of how teams are managing these issues today.
We hope participants will leverage this time to share some of their own challenges (related to sales incentive management) so they may hear what other teams have done to resolve them.
Focus areas:
- Defining Sales Performance Management (SPM)
- Discussion on common/prevalent challenges (e.g. performance reporting, credit & revenue tracking, payee/manager engagement, and more)
- Market review of current SPM solutions leveraged in Financial Services
- Open forum to facilitate the sharing of ideas/solutions
- SMP/ICM Solution Report
- Vendor Guide
- Whitepaper for Financial Institutions and Fintechs
Robert Blohm Biography
Robert Blohm is a Senior Partner at OpenSymmetry. With 20 years of experience in sales effectiveness, performance management, and technology, he has managed consulting projects for SMBs to Fortune 100 companies. Robert is a recognized as a Thought Leader in Sales Performance Management (SPM) and has been a featured speaker or panelist on 200+ topics including SPM best practices, emerging trends, changes in the vendor landscape, and customer success stories. As a Senior Partner, his focus is to drive OpenSymmetry’s sales organization to reach aggressive growth goals through focused sales leadership, strategic partnerships with Gartner-recognized technology leaders, and a commitment to customer success.
Mike Noto Biography
Mike Noto is the Director for the Strategy Services division of OpenSymmetry. He is a highly motivated and seasoned professional with over 28 years in the insurance and financial services industries and significant management consulting experience across many other verticals. His successful experiences include positions as Lead Strategy Analyst, Program and Project Manager, and Principal Consultant within the consulting sector.
He has over 21 years of experience in defining and deploying SPM solutions. Mike has a complete understanding, and ability, to help companies transform to a future state vision based on current state challenges, leveraging knowledge of SPM vendor functionality to define the best solution to meet prioritized requirements. He continues to keep up to date on vendor solutions and offerings and provides a high focus on customer needs by understanding stakeholder and project requirements, business practices, and priorities. He excels at translating strategic initiatives into tactical plans and initiatives ultimately resulting in successful SPM implementations.
He has over 21 years of experience in defining and deploying SPM solutions. Mike has a complete understanding, and ability, to help companies transform to a future state vision based on current state challenges, leveraging knowledge of SPM vendor functionality to define the best solution to meet prioritized requirements. He continues to keep up to date on vendor solutions and offerings and provides a high focus on customer needs by understanding stakeholder and project requirements, business practices, and priorities. He excels at translating strategic initiatives into tactical plans and initiatives ultimately resulting in successful SPM implementations.
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