Building relationships and getting new ones requires a consistent, disciplined sales process. Relationship managers need more than a "contact manager" to enable such processes. The Sales Automation module of OnePoint enables best practice sales processes to be embedded into the culture of the organization. By integrating sales processes with credit, product and loan administration information, the relationship manager has a complete "electronic credit file" that increases the effectiveness of value-added selling by allowing for fast and easy pre-call planning.

The integration of information between the front-line sales team and the credit and loan administration teams results in streamlined processes that benefit the entire organization.